Purchases and Sales Made in Q2 2023 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q2 2023. 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 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
406+ 20.79% |
$71.9K - $77.3K
|
2.36K
$583K
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
403+ 28.81% |
$71.4K - $76.7K
|
1.8K
$446K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
402New |
$71.2K - $76.6K
|
402
$99.4K
|
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
401+ 21.31% |
$71K - $76.4K
|
2.28K
$565K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
395+ 7.61% |
$70K - $75.2K
|
5.59K
$1.38M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
395+ 40.6% |
$70K - $75.2K
|
1.37K
$338K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
394+ 32.64% |
$69.8K - $75K
|
1.6K
$396K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
387+ 5.47% |
$68.5K - $73.7K
|
7.46K
$1.84M
|
|
|
Jul 12, 2023
Q2 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
384+ 0.81% |
$68K - $73.1K
|
47.8K
$11.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
380+ 14.93% |
$67.3K - $72.4K
|
2.93K
$723K
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
BUY
|
- |
379+ 22.86% |
$67.1K - $72.2K
|
2.04K
$504K
|
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
373New |
$66.1K - $71K
|
373
$92.2K
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
367+ 8.08% |
$65K - $69.9K
|
4.91K
$1.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
367+ 25.7% |
$65K - $69.9K
|
1.8K
$444K
|
|
|
Aug 08, 2023
Q2 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
365+ 5.07% |
$64.6K - $69.5K
|
7.57K
$1.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
363New |
$64.3K - $69.1K
|
363
$89.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
360+ 13.27% |
$63.8K - $68.6K
|
3.07K
$760K
|
|
|
Aug 08, 2023
Q2 2023
|
Sepio Capital, LP
|
BUY
|
- |
355+ 2.07% |
$62.9K - $67.6K
|
17.5K
$4.33M
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
354+ 6.24% |
$62.7K - $67.4K
|
6.02K
$1.49M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
353+ 8.63% |
$62.5K - $67.2K
|
4.44K
$1.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
350+ 17.61% |
$62K - $66.7K
|
2.34K
$578K
|
|
|
Aug 03, 2023
Q2 2023
|
Penobscot Wealth Management
|
BUY
|
- |
348+ 29.39% |
$61.6K - $66.3K
|
1.53K
$379K
|
|
|
Jul 10, 2023
Q2 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
337+ 19.87% |
$59.7K - $64.2K
|
2.03K
$503K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
336+ 15.82% |
$59.5K - $64K
|
2.46K
$608K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
333+ 22.19% |
$59K - $63.4K
|
1.83K
$454K
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
323+ 1.85% |
$57.2K - $61.5K
|
17.8K
$4.39M
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
322+ 2.62% |
$57K - $61.3K
|
12.6K
$3.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
322+ 6.0% |
$57K - $61.3K
|
5.69K
$1.41M
|
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
313New |
$55.4K - $59.6K
|
313
$77.4K
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
308+ 0.57% |
$54.5K - $58.7K
|
54.3K
$13.4M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
307+ 3.03% |
$54.4K - $58.5K
|
10.4K
$2.58M
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
BUY
|
- |
306+ 470.77% |
$54.2K - $58.3K
|
371
$91.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
305+ 25.59% |
$54K - $58.1K
|
1.5K
$370K
|
|
|
Aug 14, 2023
Q2 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
300+ 0.96% |
$53.1K - $57.1K
|
31.4K
$7.76M
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
298+ 5.23% |
$52.8K - $56.8K
|
6K
$1.48M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
292+ 57.48% |
$51.7K - $55.6K
|
800
$198K
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
BUY
|
- |
290+ 20.92% |
$51.4K - $55.2K
|
1.68K
$414K
|
|
|
Jul 17, 2023
Q2 2023
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
287+ 2.79% |
$50.8K - $54.7K
|
10.6K
$2.62M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
276+ 0.41% |
$48.9K - $52.6K
|
67.3K
$16.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advantage, Inc.
|
BUY
|
- |
274+ 0.44% |
$48.5K - $52.2K
|
62.7K
$15.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
273+ 0.79% |
$48.3K - $52K
|
34.6K
$8.56M
|
|
|
Jul 25, 2023
Q2 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
272+ 8.91% |
$48.2K - $51.8K
|
3.32K
$822K
|
|
|
Jul 27, 2023
Q2 2023
|
R.P. Boggs & Co.
|
BUY
|
- |
270+ 0.5% |
$47.8K - $51.4K
|
54K
$13.4M
|
|
|
Nov 16, 2023
Q2 2023
|
R.P. Boggs & Co.
|
BUY
|
- |
270+ 0.5% |
$47.8K - $51.4K
|
54K
$13.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
268+ 12.6% |
$47.5K - $51K
|
2.4K
$592K
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
268+ 1.74% |
$47.5K - $51K
|
15.7K
$3.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
267+ 8.72% |
$47.3K - $50.8K
|
3.33K
$823K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
267+ 17.52% |
$47.3K - $50.8K
|
1.79K
$443K
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
267+ 1.29% |
$47.3K - $50.8K
|
20.9K
$5.17M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
266+ 6.33% |
$47.1K - $50.7K
|
4.47K
$1.11M
|