Purchases and Sales Made in Q2 2021 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q2 2021. The information is specifically focused on institutions that hold shares of SPDR GOLD TRUST.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 09, 2021
Q2 2021
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
978+ 27.73% |
$158K - $175K
|
4.51K
$1.09M
|
|
Aug 06, 2021
Q2 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
975+ 3.6% |
$158K - $174K
|
28.1K
$6.8M
|
|
Aug 13, 2021
Q2 2021
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
974+ 6.84% |
$158K - $174K
|
15.2K
$3.68M
|
|
Jul 21, 2021
Q2 2021
|
Benin Management Corp
|
BUY
|
- |
970+ 10.36% |
$157K - $173K
|
10.3K
$2.5M
|
|
Aug 16, 2021
Q2 2021
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
950+ 32.82% |
$154K - $170K
|
3.85K
$931K
|
|
Jul 21, 2021
Q2 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
945+ 51.44% |
$153K - $169K
|
2.78K
$674K
|
|
Aug 13, 2021
Q2 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
942+ 2.82% |
$153K - $168K
|
34.3K
$8.31M
|
|
Jul 20, 2021
Q2 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
925+ 8.62% |
$150K - $165K
|
11.7K
$2.82M
|
|
Jul 30, 2021
Q2 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
925+ 1.78% |
$150K - $165K
|
52.8K
$12.8M
|
|
Jul 26, 2021
Q2 2021
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
910+ 17.92% |
$147K - $163K
|
5.99K
$1.45M
|
|
Aug 02, 2021
Q2 2021
|
Bison Wealth, LLC
|
BUY
|
- |
908+ 17.08% |
$147K - $162K
|
6.23K
$1.51M
|
|
Jul 19, 2021
Q2 2021
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
908+ 2.02% |
$147K - $162K
|
45.9K
$11.1M
|
|
Aug 12, 2021
Q2 2021
|
Scotia Capital Inc.
|
BUY
|
- |
902+ 1.16% |
$146K - $161K
|
78.7K
$19.1M
|
|
Aug 16, 2021
Q2 2021
|
Founders Financial Securities LLC
|
BUY
|
- |
898+ 32.57% |
$145K - $161K
|
3.66K
$885K
|
|
Aug 16, 2021
Q2 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
877+ 2.72% |
$142K - $157K
|
33.1K
$8.01M
|
|
Aug 06, 2021
Q2 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
861+ 4.55% |
$139K - $154K
|
19.8K
$4.8M
|
|
Jul 28, 2021
Q2 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
854+ 3.36% |
$138K - $153K
|
26.3K
$6.37M
|
|
Aug 09, 2021
Q2 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
854+ 6.33% |
$138K - $153K
|
14.3K
$3.48M
|
|
Jul 16, 2021
Q2 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
832+ 29.16% |
$135K - $149K
|
3.69K
$893K
|
|
Jul 14, 2021
Q2 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
829+ 56.74% |
$134K - $148K
|
2.29K
$555K
|
|
Aug 16, 2021
Q2 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
825+ 0.98% |
$134K - $147K
|
84.7K
$20.5M
|
|
Aug 06, 2021
Q2 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
820+ 24.35% |
$133K - $147K
|
4.19K
$1.01M
|
|
Aug 03, 2021
Q2 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
816+ 18.85% |
$132K - $146K
|
5.15K
$1.25M
|
|
Aug 10, 2021
Q2 2021
|
Xml Financial, LLC
|
BUY
|
- |
807+ 2.39% |
$131K - $144K
|
34.6K
$8.39M
|
|
Aug 16, 2021
Q2 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
806+ 18.07% |
$131K - $144K
|
5.27K
$1.28M
|
|
Jul 27, 2021
Q2 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
794+ 1.14% |
$129K - $142K
|
70.5K
$17.1M
|
|
Jul 28, 2021
Q2 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
791+ 5.05% |
$128K - $141K
|
16.5K
$3.99M
|
|
Aug 09, 2021
Q2 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
790+ 1.59% |
$128K - $141K
|
50.5K
$12.2M
|
|
Jul 15, 2021
Q2 2021
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
775+ 37.73% |
$125K - $139K
|
2.83K
$685K
|
|
Jul 22, 2021
Q2 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
767+ 18.68% |
$124K - $137K
|
4.87K
$1.18M
|
|
Jul 27, 2021
Q2 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
767+ 5.3% |
$124K - $137K
|
15.2K
$3.69M
|
|
Aug 02, 2021
Q2 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
767+ 4.29% |
$124K - $137K
|
18.6K
$4.51M
|
|
Nov 18, 2021
Q2 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
752+ 6.49% |
$122K - $134K
|
12.3K
$2.99M
|
|
Jul 19, 2021
Q2 2021
|
Atlas Brown,Inc.
|
BUY
|
- |
743+ 25.14% |
$120K - $133K
|
3.7K
$896K
|
|
Aug 16, 2021
Q2 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
722+ 27.89% |
$117K - $129K
|
3.31K
$802K
|
|
Aug 13, 2021
Q2 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
718+ 8.65% |
$116K - $128K
|
9.02K
$2.18M
|
|
Aug 11, 2021
Q2 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
715+ 2.81% |
$116K - $128K
|
26.1K
$6.33M
|
|
Aug 02, 2021
Q2 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
705+ 4.58% |
$114K - $126K
|
16.1K
$3.9M
|
|
Jul 13, 2021
Q2 2021
|
First National Bank Of South Miami
|
BUY
|
- |
700+ 63.64% |
$113K - $125K
|
1.8K
$436K
|
|
Aug 13, 2021
Q2 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
700+ 40.44% |
$113K - $125K
|
2.43K
$589K
|
|
Aug 13, 2021
Q2 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
670+ 0.93% |
$108K - $120K
|
72.8K
$17.6M
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
664+ 32.92% |
$108K - $119K
|
2.68K
$649K
|
|
Jul 20, 2021
Q2 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
661+ 14.11% |
$107K - $118K
|
5.35K
$1.3M
|
|
Oct 13, 2021
Q2 2021
|
Newport Capital Group, LLC
|
BUY
|
- |
659+ 11.97% |
$107K - $118K
|
6.17K
$1.49M
|
|
Aug 12, 2021
Q2 2021
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
659+ 29.93% |
$107K - $118K
|
2.86K
$693K
|
|
Aug 10, 2022
Q2 2021
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
655New |
$106K - $117K
|
655
$159K
|
|
Jul 30, 2021
Q2 2021
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
650New |
$105K - $116K
|
650
$157K
|
|
Jul 15, 2021
Q2 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
645+ 7.26% |
$104K - $115K
|
9.53K
$2.31M
|
|
Jul 29, 2021
Q2 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
643+ 21.27% |
$104K - $115K
|
3.67K
$888K
|
|
Aug 04, 2021
Q2 2021
|
Motco
|
BUY
|
- |
643+ 0.95% |
$104K - $115K
|
68.5K
$16.6M
|