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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
266+ 8.67% |
$47.1K - $50.7K
|
3.34K
$829K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
260+ 12.45% |
$46K - $49.5K
|
2.35K
$584K
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
255+ 13.9% |
$45.2K - $48.6K
|
2.09K
$520K
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
254+ 5.33% |
$45K - $48.4K
|
5.02K
$1.25M
|
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
250+ 2.65% |
$44.3K - $47.6K
|
9.69K
$2.41M
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
246+ 0.65% |
$43.6K - $46.8K
|
37.9K
$9.43M
|
|
|
Jul 24, 2023
Q2 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
244+ 1.49% |
$43.2K - $46.5K
|
16.6K
$4.13M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
BUY
|
- |
243New |
$43K - $46.3K
|
243
$60.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
241+ 225.23% |
$42.7K - $45.9K
|
348
$86.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
239+ 24.29% |
$42.3K - $45.5K
|
1.22K
$304K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
239+ 19.2% |
$42.3K - $45.5K
|
1.48K
$369K
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
235+ 0.28% |
$41.6K - $44.8K
|
85.2K
$21.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
BUY
|
- |
225+ 4.04% |
$39.8K - $42.8K
|
5.79K
$1.44M
|
|
|
Jul 21, 2023
Q2 2023
|
Weatherly Asset Management L. P.
|
BUY
|
- |
222+ 1.21% |
$39.3K - $42.3K
|
18.6K
$4.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
222+ 0.46% |
$39.3K - $42.3K
|
48.8K
$12.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
221+ 14.9% |
$39.1K - $42.1K
|
1.7K
$424K
|
|
|
Aug 03, 2023
Q2 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
220+ 0.88% |
$39K - $41.9K
|
25.3K
$6.28M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
213+ 2.11% |
$37.7K - $40.6K
|
10.3K
$2.57M
|
|
|
Jul 24, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
212+ 1.41% |
$37.5K - $40.4K
|
15.3K
$3.8M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
209+ 1.08% |
$37K - $39.8K
|
19.5K
$4.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
209+ 13.13% |
$37K - $39.8K
|
1.8K
$448K
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
201+ 9.03% |
$35.6K - $38.3K
|
2.43K
$603K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
200+ 2.86% |
$35.4K - $38.1K
|
7.2K
$1.79M
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
200+ 9.17% |
$35.4K - $38.1K
|
2.38K
$592K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
200+ 4.75% |
$35.4K - $38.1K
|
4.41K
$1.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
200+ 4.69% |
$35.4K - $38.1K
|
4.47K
$1.11M
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
200+ 13.56% |
$35.4K - $38.1K
|
1.68K
$416K
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
200+ 8.47% |
$35.4K - $38.1K
|
2.56K
$636K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
200New |
$35.4K - $38.1K
|
200
$49.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
200+ 9.97% |
$35.4K - $38.1K
|
2.21K
$549K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
198+ 14.33% |
$35.1K - $37.7K
|
1.58K
$393K
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
198+ 2.35% |
$35.1K - $37.7K
|
8.61K
$2.14M
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
BUY
|
- |
196New |
$34.7K - $37.3K
|
196
$48.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
195+ 0.96% |
$34.5K - $37.1K
|
20.6K
$5.12M
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
193+ 25.46% |
$34.2K - $36.8K
|
951
$236K
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
191+ 8.37% |
$33.8K - $36.4K
|
2.47K
$615K
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
190+ 8.21% |
$33.6K - $36.2K
|
2.5K
$622K
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
190+ 11.55% |
$33.6K - $36.2K
|
1.84K
$456K
|
|
|
Jul 12, 2023
Q2 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
186+ 14.73% |
$32.9K - $35.4K
|
1.45K
$360K
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
185+ 4.75% |
$32.8K - $35.2K
|
4.08K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
177+ 11.47% |
$31.3K - $33.7K
|
1.72K
$428K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
176+ 1.1% |
$31.2K - $33.5K
|
16.2K
$4.03M
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
176+ 3.48% |
$31.2K - $33.5K
|
5.23K
$1.3M
|
|
|
Aug 10, 2023
Q2 2023
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
171+ 0.52% |
$30.3K - $32.6K
|
33.1K
$8.23M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
170+ 1.16% |
$30.1K - $32.4K
|
14.8K
$3.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
167+ 2.07% |
$29.6K - $31.8K
|
8.25K
$2.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
167+ 8.11% |
$29.6K - $31.8K
|
2.23K
$553K
|
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
166+ 5.39% |
$29.4K - $31.6K
|
3.25K
$807K
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
165+ 6.11% |
$29.2K - $31.4K
|
2.87K
$712K
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
165+ 3.77% |
$29.2K - $31.4K
|
4.54K
$1.13M
|