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 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
95+ 0.6% |
$16.8K - $18.1K
|
15.9K
$3.94M
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
93+ 1.25% |
$16.5K - $17.7K
|
7.51K
$1.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
91+ 0.77% |
$16.1K - $17.3K
|
12K
$2.97M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
90+ 1.93% |
$15.9K - $17.1K
|
4.75K
$1.18M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
89+ 0.24% |
$15.8K - $16.9K
|
37.3K
$9.28M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
87+ 7.92% |
$15.4K - $16.6K
|
1.19K
$295K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
86+ 0.83% |
$15.2K - $16.4K
|
10.4K
$2.58M
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
84+ 0.56% |
$14.9K - $16K
|
15K
$3.74M
|
|
|
Aug 11, 2023
Q2 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
82+ 1.71% |
$14.5K - $15.6K
|
4.89K
$1.21M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
80+ 3.28% |
$14.2K - $15.2K
|
2.52K
$626K
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
80+ 727.27% |
$14.2K - $15.2K
|
91
$22.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
77+ 1.04% |
$13.6K - $14.7K
|
7.46K
$1.85M
|
|
|
Aug 04, 2023
Q2 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
76+ 3.48% |
$13.5K - $14.5K
|
2.26K
$562K
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
BUY
|
- |
76+ 5.41% |
$13.5K - $14.5K
|
1.48K
$368K
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
75+ 1.47% |
$13.3K - $14.3K
|
5.18K
$1.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
75+ 0.46% |
$13.3K - $14.3K
|
16.5K
$4.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
75+ 1.15% |
$13.3K - $14.3K
|
6.61K
$1.64M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
73+ 3.24% |
$12.9K - $13.9K
|
2.33K
$578K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
73+ 1.32% |
$12.9K - $13.9K
|
5.61K
$1.4M
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
70+ 1.32% |
$12.4K - $13.3K
|
5.36K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
70+ 28.0% |
$12.4K - $13.3K
|
320
$79.5K
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
70+ 28.0% |
$12.4K - $13.3K
|
320
$79.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
69+ 0.05% |
$12.2K - $13.1K
|
130K
$32.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
67+ 2.71% |
$11.9K - $12.8K
|
2.54K
$631K
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
67+ 2.92% |
$11.9K - $12.8K
|
2.36K
$586K
|
|
|
Jul 20, 2023
Q2 2023
|
Harrington Investments, Inc
|
BUY
|
- |
66+ 2.45% |
$11.7K - $12.6K
|
2.76K
$686K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
65+ 1.36% |
$11.5K - $12.4K
|
4.83K
$1.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
65+ 3.01% |
$11.5K - $12.4K
|
2.22K
$552K
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
65+ 3.77% |
$11.5K - $12.4K
|
1.79K
$445K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
64+ 1.78% |
$11.3K - $12.2K
|
3.66K
$910K
|
|
|
Jul 07, 2023
Q2 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
63+ 1.58% |
$11.2K - $12K
|
4.06K
$1.01M
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
60+ 1.12% |
$10.6K - $11.4K
|
5.4K
$1.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
60+ 4.0% |
$10.6K - $11.4K
|
1.56K
$388K
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
59+ 3.14% |
$10.4K - $11.2K
|
1.94K
$481K
|
|
|
Aug 11, 2023
Q2 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
58+ 3.51% |
$10.3K - $11K
|
1.71K
$425K
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
57+ 4.47% |
$10.1K - $10.9K
|
1.33K
$331K
|
|
|
Aug 14, 2023
Q2 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
56+ 1.48% |
$9.92K - $10.7K
|
3.84K
$955K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
55+ 55.0% |
$9.74K - $10.5K
|
155
$38.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Muhlenkamp & CO Inc
|
BUY
|
- |
53+ 0.29% |
$9.39K - $10.1K
|
18.5K
$4.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
53New |
$9.39K - $10.1K
|
53
$13.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
53+ 24.77% |
$9.39K - $10.1K
|
267
$66.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
51+ 0.62% |
$9.03K - $9.71K
|
8.27K
$2.06M
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
50+ 3.89% |
$8.85K - $9.52K
|
1.34K
$332K
|
|
|
Aug 04, 2023
Q2 2023
|
Iowa State Bank
|
BUY
|
- |
50+ 3.43% |
$8.85K - $9.52K
|
1.51K
$375K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
50+ 0.61% |
$8.85K - $9.52K
|
8.21K
$2.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
50+ 0.46% |
$8.85K - $9.52K
|
11K
$2.74M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
BUY
|
- |
49+ 69.01% |
$8.68K - $9.33K
|
120
$29.8K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
BUY
|
- |
48+ 1.08% |
$8.5K - $9.14K
|
4.51K
$1.12M
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
48+ 0.34% |
$8.5K - $9.14K
|
14.1K
$3.5M
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
48+ 3.04% |
$8.5K - $9.14K
|
1.63K
$404K
|