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
|
Oakworth Capital, Inc.
|
SELL
|
- |
-468- 0.79% |
$82.9K - $89.1K
|
59K
$14.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-479- 5.43% |
$84.8K - $91.2K
|
8.34K
$2.07M
|
|
|
Jul 12, 2023
Q2 2023
|
Summit Financial Wealth Advisors, LLC
|
SELL
|
- |
-481- 13.16% |
$85.2K - $91.6K
|
3.17K
$789K
|
|
|
Jul 19, 2023
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-481- 6.4% |
$85.2K - $91.6K
|
7.03K
$1.75M
|
|
|
Sep 27, 2024
Q2 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-481- 6.4% |
$85.2K - $91.6K
|
7.03K
$1.75M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-488- 24.44% |
$86.4K - $92.9K
|
1.51K
$375K
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-488- 4.17% |
$86.4K - $92.9K
|
11.2K
$2.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-499- 14.84% |
$88.4K - $95K
|
2.86K
$712K
|
|
|
Jul 27, 2023
Q2 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-500- 7.81% |
$88.5K - $95.2K
|
5.9K
$1.47M
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-500- 10.06% |
$88.5K - $95.2K
|
4.47K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-504- 2.14% |
$89.3K - $96K
|
23K
$5.72M
|
|
|
Aug 14, 2023
Q2 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-513- 8.51% |
$90.8K - $97.7K
|
5.51K
$1.37M
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-517- 1.91% |
$91.6K - $98.5K
|
26.5K
$6.6M
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-532- 3.06% |
$94.2K - $101K
|
16.8K
$4.19M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-533- 0.71% |
$94.4K - $102K
|
74.1K
$18.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-547- 6.09% |
$96.9K - $104K
|
8.44K
$2.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-549- 8.21% |
$97.2K - $105K
|
6.14K
$1.53M
|
|
|
Apr 25, 2024
Q2 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-549- 8.21% |
$97.2K - $105K
|
6.14K
$1.53M
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-550- 8.72% |
$97.4K - $105K
|
5.76K
$1.43M
|
|
|
Jul 25, 2023
Q2 2023
|
Independent Family Office, LLC
|
SELL
|
- |
-555- 1.34% |
$98.3K - $106K
|
40.7K
$10.1M
|
|
|
Aug 04, 2023
Q2 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-559- 0.28% |
$99K - $106K
|
198K
$49.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-563- 26.77% |
$99.7K - $107K
|
1.54K
$383K
|
|
|
Jul 06, 2023
Q2 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-578- 1.58% |
$102K - $110K
|
36.1K
$8.98M
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-580- 2.14% |
$103K - $110K
|
26.5K
$6.59M
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-590- 52.96% |
$104K - $112K
|
524
$130K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-596- 4.53% |
$106K - $114K
|
12.6K
$3.13M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-596- 10.93% |
$106K - $114K
|
4.86K
$1.21M
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-597- 3.63% |
$106K - $114K
|
15.8K
$3.94M
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-602- 32.23% |
$107K - $115K
|
1.27K
$315K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-602- 2.12% |
$107K - $115K
|
27.8K
$6.91M
|
|
|
Aug 08, 2023
Q2 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-609- 1.36% |
$108K - $116K
|
44.3K
$11M
|
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-618- 14.05% |
$109K - $118K
|
3.78K
$940K
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-620- 1.21% |
$110K - $118K
|
50.4K
$12.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-628- 5.31% |
$111K - $120K
|
11.2K
$2.78M
|
|
|
Aug 04, 2023
Q2 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-634- 0.39% |
$112K - $121K
|
164K
$40.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-635- 10.68% |
$112K - $121K
|
5.31K
$1.32M
|
|
|
Jul 13, 2023
Q2 2023
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-637- 27.7% |
$113K - $121K
|
1.66K
$413K
|
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-637- 8.65% |
$113K - $121K
|
6.73K
$1.67M
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-643- 7.76% |
$114K - $122K
|
7.64K
$1.9M
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-645- 20.16% |
$114K - $123K
|
2.55K
$635K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-645- 0.99% |
$114K - $123K
|
64.6K
$16.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-651- 12.16% |
$115K - $124K
|
4.7K
$1.17M
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-654- 3.63% |
$116K - $125K
|
17.4K
$4.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
SELL
|
- |
-658- 3.1% |
$117K - $125K
|
20.5K
$5.11M
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-665- 4.17% |
$118K - $127K
|
15.3K
$3.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-682- 28.97% |
$121K - $130K
|
1.67K
$416K
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-715- 18.83% |
$127K - $136K
|
3.08K
$766K
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-720- 0.33% |
$128K - $137K
|
219K
$54.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-725- 2.79% |
$128K - $138K
|
25.3K
$6.28M
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-725- 9.82% |
$128K - $138K
|
6.66K
$1.65M
|