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 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
47+ 1.22% |
$8.32K - $8.95K
|
3.91K
$982K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
47+ 3.27% |
$8.32K - $8.95K
|
1.48K
$372K
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
45+ 1.01% |
$7.97K - $8.57K
|
4.51K
$1.13M
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
45+ 2.25% |
$7.97K - $8.57K
|
2.05K
$513K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
45+ 1.9% |
$7.97K - $8.57K
|
2.41K
$604K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
44+ 0.45% |
$7.79K - $8.38K
|
9.8K
$2.46M
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
43+ 1.62% |
$7.61K - $8.19K
|
2.7K
$678K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
BUY
|
- |
41+ 0.27% |
$7.26K - $7.81K
|
15.4K
$3.86M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
40+ 2.18% |
$7.08K - $7.62K
|
1.88K
$471K
|
|
|
Jul 31, 2023
Q2 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
40+ 0.52% |
$7.08K - $7.62K
|
7.76K
$1.95M
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
40+ 1.51% |
$7.08K - $7.62K
|
2.69K
$675K
|
|
|
Aug 10, 2023
Q2 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
40+ 0.34% |
$7.08K - $7.62K
|
11.7K
$2.94M
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
40+ 0.89% |
$7.08K - $7.62K
|
4.54K
$1.14M
|
|
|
Jul 07, 2023
Q2 2023
|
Savior LLC
|
BUY
|
- |
39+ 780.0% |
$6.91K - $7.43K
|
44
$11K
|
|
|
Jul 21, 2023
Q2 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
39+ 1.02% |
$6.91K - $7.43K
|
3.87K
$970K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
37+ 0.47% |
$6.55K - $7.05K
|
7.89K
$1.98M
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
36+ 1.04% |
$6.38K - $6.86K
|
3.48K
$874K
|
|
|
Jul 20, 2023
Q2 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
35+ 1.55% |
$6.2K - $6.67K
|
2.3K
$577K
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
35+ 19.23% |
$6.2K - $6.67K
|
217
$54.5K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
35+ 2.33% |
$6.2K - $6.67K
|
1.54K
$385K
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
35+ 0.56% |
$6.2K - $6.67K
|
6.25K
$1.57M
|
|
|
Aug 18, 2023
Q2 2023
|
Addison Capital CO
|
BUY
|
- |
32+ 0.53% |
$5.67K - $6.09K
|
6.08K
$1.52M
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
31+ 0.17% |
$5.49K - $5.9K
|
18.2K
$4.58M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
30+ 0.24% |
$5.31K - $5.71K
|
12.7K
$3.18M
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
30+ 3.59% |
$5.31K - $5.71K
|
865
$217K
|
|
|
Aug 09, 2023
Q2 2023
|
North Star Asset Management Inc
|
BUY
|
- |
30+ 0.14% |
$5.31K - $5.71K
|
20.8K
$5.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
30+ 5.34% |
$5.31K - $5.71K
|
592
$149K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
28+ 1.83% |
$4.96K - $5.33K
|
1.56K
$391K
|
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
28+ 28.0% |
$4.96K - $5.33K
|
128
$32.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
BUY
|
- |
28+ 2.4% |
$4.96K - $5.33K
|
1.2K
$300K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
27+ 1.69% |
$4.78K - $5.14K
|
1.62K
$407K
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
27+ 0.71% |
$4.78K - $5.14K
|
3.81K
$956K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
27+ 2.52% |
$4.78K - $5.14K
|
1.1K
$276K
|
|
|
Aug 01, 2023
Q2 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
27+ 1.89% |
$4.78K - $5.14K
|
1.46K
$365K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
25+ 1.77% |
$4.43K - $4.76K
|
1.44K
$360K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
25+ 0.59% |
$4.43K - $4.76K
|
4.27K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
23+ 0.31% |
$4.07K - $4.38K
|
7.55K
$1.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
20+ 4.44% |
$3.54K - $3.81K
|
470
$118K
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
20+ 6.08% |
$3.54K - $3.81K
|
349
$87.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
19+ 0.22% |
$3.36K - $3.62K
|
8.52K
$2.14M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
18+ 2.41% |
$3.19K - $3.43K
|
766
$192K
|
|
|
Jul 28, 2023
Q2 2023
|
Q3 Asset Management
|
BUY
|
- |
18+ 1.63% |
$3.19K - $3.43K
|
1.13K
$282K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
18+ 1.57% |
$3.19K - $3.43K
|
1.16K
$292K
|
|
|
Apr 22, 2024
Q2 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
18+ 0.09% |
$3.19K - $3.43K
|
19.6K
$4.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
17+ 1.06% |
$3.01K - $3.24K
|
1.62K
$406K
|
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
17+ 1.1% |
$3.01K - $3.24K
|
1.56K
$391K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
16+ 1.15% |
$2.83K - $3.05K
|
1.41K
$353K
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
16+ 0.33% |
$2.83K - $3.05K
|
4.94K
$1.24M
|
|
|
Aug 07, 2023
Q2 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
16+ 0.38% |
$2.83K - $3.05K
|
4.28K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
16+ 0.07% |
$2.83K - $3.05K
|
23.9K
$6M
|