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 14, 2023
Q2 2023
|
Diker Management LLC
New York, NY |
SELL
|
- |
-307- 21.26% |
$54.4K - $58.5K
|
1.14K
$281K
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-318- 0.94% |
$56.3K - $60.6K
|
33.6K
$8.3M
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-322- 14.93% |
$57K - $61.3K
|
1.84K
$454K
|
|
Aug 02, 2023
Q2 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-324- 0.45% |
$57.4K - $61.7K
|
72.2K
$17.8M
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-325- 2.59% |
$57.6K - $61.9K
|
12.2K
$3.02M
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-325- 3.75% |
$57.6K - $61.9K
|
8.34K
$2.06M
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-327- 9.59% |
$57.9K - $62.3K
|
3.08K
$763K
|
|
Jul 13, 2023
Q2 2023
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-331- 3.84% |
$58.6K - $63K
|
8.3K
$2.05M
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-333- 5.07% |
$59K - $63.4K
|
6.24K
$1.54M
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-340- 0.42% |
$60.2K - $64.7K
|
81K
$20M
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-341- 1.79% |
$60.4K - $64.9K
|
18.7K
$4.62M
|
|
Jul 24, 2023
Q2 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-344- 3.24% |
$60.9K - $65.5K
|
10.3K
$2.54M
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-345- 20.7% |
$61.1K - $65.7K
|
1.32K
$327K
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-345- 2.8% |
$61.1K - $65.7K
|
12K
$2.97M
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-348- 13.08% |
$61.6K - $66.3K
|
2.31K
$572K
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-364- 10.98% |
$64.5K - $69.3K
|
2.95K
$730K
|
|
Aug 15, 2023
Q2 2023
|
Menlo Advisors LLC
|
SELL
|
- |
-365- 0.67% |
$64.6K - $69.5K
|
54K
$13.4M
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-368- 3.95% |
$65.2K - $70.1K
|
8.96K
$2.22M
|
|
Jul 28, 2023
Q2 2023
|
Manchester Financial Inc
|
SELL
|
- |
-373- 14.41% |
$66.1K - $71K
|
2.22K
$548K
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-376- 3.92% |
$66.6K - $71.6K
|
9.21K
$2.28M
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-376- 6.57% |
$66.6K - $71.6K
|
5.35K
$1.32M
|
|
Jul 13, 2023
Q2 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-378- 4.7% |
$66.9K - $72K
|
7.66K
$1.89M
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-382- 0.64% |
$67.6K - $72.7K
|
58.9K
$14.6M
|
|
Aug 14, 2023
Q2 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-384- 3.85% |
$68K - $73.1K
|
9.59K
$2.37M
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-385- 0.9% |
$68.2K - $73.3K
|
42.2K
$10.4M
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-385- 2.71% |
$68.2K - $73.3K
|
13.8K
$3.42M
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-386- 1.05% |
$68.4K - $73.5K
|
36.4K
$9.01M
|
|
Jul 18, 2023
Q2 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-389- 3.55% |
$68.9K - $74.1K
|
10.6K
$2.61M
|
|
Aug 01, 2023
Q2 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-391- 1.72% |
$69.2K - $74.5K
|
22.4K
$5.54M
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-392- 49.0% |
$69.4K - $74.7K
|
408
$101K
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
SELL
|
- |
-398- 23.85% |
$70.5K - $75.8K
|
1.27K
$314K
|
|
Jul 13, 2023
Q2 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-400- 17.61% |
$70.8K - $76.2K
|
1.87K
$463K
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-400- 17.69% |
$70.8K - $76.2K
|
1.86K
$460K
|
|
Aug 02, 2023
Q2 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-400- 11.15% |
$70.8K - $76.2K
|
3.19K
$789K
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-400- 4.54% |
$70.8K - $76.2K
|
8.4K
$2.08M
|
|
Jul 25, 2023
Q2 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-409- 4.94% |
$72.4K - $77.9K
|
7.87K
$1.94M
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-411- 1.59% |
$72.8K - $78.3K
|
25.5K
$6.3M
|
|
Jul 24, 2023
Q2 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-413- 1.95% |
$73.1K - $78.7K
|
20.8K
$5.14M
|
|
Aug 14, 2023
Q2 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-422- 3.48% |
$74.7K - $80.4K
|
11.7K
$2.89M
|
|
Jul 13, 2023
Q2 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-424- 1.76% |
$75.1K - $80.7K
|
23.7K
$5.86M
|
|
Aug 10, 2023
Q2 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-430- 90.53% |
$76.1K - $81.9K
|
45
$11.1K
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-440- 1.8% |
$77.9K - $83.8K
|
24K
$5.93M
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-447- 25.0% |
$79.2K - $85.1K
|
1.34K
$332K
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-448- 9.81% |
$79.3K - $85.3K
|
4.12K
$1.02M
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-449- 20.34% |
$79.5K - $85.5K
|
1.76K
$435K
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-450- 14.21% |
$79.7K - $85.7K
|
2.72K
$672K
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-456- 2.83% |
$80.8K - $86.8K
|
15.7K
$3.87M
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
SELL
|
- |
-456- 2.83% |
$80.8K - $86.8K
|
15.7K
$3.87M
|
|
Jul 19, 2023
Q2 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-458- 0.81% |
$81.1K - $87.2K
|
56.4K
$14M
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-461- 8.59% |
$81.6K - $87.8K
|
4.9K
$1.21M
|