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 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-726- 35.66% |
$129K - $138K
|
1.31K
$326K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-726- 0.68% |
$129K - $138K
|
107K
$26.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Qp Wealth Management, LLC
|
SELL
|
- |
-730- 12.28% |
$129K - $139K
|
5.22K
$1.3M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-732- 18.69% |
$130K - $139K
|
3.19K
$792K
|
|
|
Aug 10, 2023
Q2 2023
|
Nelson Capital Management, LLC
|
SELL
|
- |
-742- 9.63% |
$131K - $141K
|
6.96K
$1.73M
|
|
|
Aug 02, 2023
Q2 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-746- 4.91% |
$132K - $142K
|
14.5K
$3.59M
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-752- 50.0% |
$133K - $143K
|
752
$187K
|
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-763- 7.53% |
$135K - $145K
|
9.37K
$2.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-772- 15.81% |
$137K - $147K
|
4.11K
$1.02M
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-773- 6.83% |
$137K - $147K
|
10.5K
$2.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-789- 5.63% |
$140K - $150K
|
13.2K
$3.29M
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-792- 7.84% |
$140K - $151K
|
9.31K
$2.31M
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-800- 2.42% |
$142K - $152K
|
32.3K
$8.03M
|
|
|
Jul 13, 2023
Q2 2023
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-805- 34.67% |
$143K - $153K
|
1.52K
$377K
|
|
|
Aug 15, 2023
Q2 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-819- 12.25% |
$145K - $156K
|
5.86K
$1.46M
|
|
|
Aug 15, 2023
Q2 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-820- 4.59% |
$145K - $156K
|
17K
$4.24M
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-822- 1.11% |
$146K - $157K
|
73.2K
$18.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-825- 0.78% |
$146K - $157K
|
105K
$26.2M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-858- 2.33% |
$152K - $163K
|
36K
$8.95M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-874- 12.45% |
$155K - $166K
|
6.15K
$1.53M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-875- 16.1% |
$155K - $167K
|
4.56K
$1.13M
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-880- 1.49% |
$156K - $168K
|
58K
$14.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-886- 6.63% |
$157K - $169K
|
12.5K
$3.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-895- 2.61% |
$158K - $170K
|
33.3K
$8.29M
|
|
|
Jul 27, 2023
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-900- 6.12% |
$159K - $171K
|
13.8K
$3.43M
|
|
|
May 21, 2024
Q2 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-900- 6.12% |
$159K - $171K
|
13.8K
$3.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-906- 3.08% |
$160K - $173K
|
28.5K
$7.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-911- 12.93% |
$161K - $173K
|
6.13K
$1.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
SELL
|
- |
-926- 5.11% |
$164K - $176K
|
17.2K
$4.27M
|
|
|
Jul 14, 2023
Q2 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-931- 7.23% |
$165K - $177K
|
12K
$2.97M
|
|
|
Jul 31, 2023
Q2 2023
|
Sierra Capital LLC
|
SELL
|
- |
-938- 7.07% |
$166K - $179K
|
12.3K
$3.06M
|
|
|
Jul 11, 2023
Q2 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-966- 10.71% |
$171K - $184K
|
8.06K
$2M
|
|
|
Aug 10, 2023
Q2 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-971- 33.67% |
$172K - $185K
|
1.91K
$476K
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-975- 5.79% |
$173K - $186K
|
15.9K
$3.94M
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-1K- 5.17% |
$177K - $191K
|
18.4K
$4.57M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-1.01K- 0.88% |
$180K - $193K
|
114K
$28.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Client First Capital LLC
|
SELL
|
- |
-1.02K- 1.7% |
$180K - $194K
|
58.9K
$14.7M
|
|
|
Jul 10, 2023
Q2 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-1.02K- 19.12% |
$181K - $194K
|
4.32K
$1.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.03K- 3.63% |
$182K - $196K
|
27.3K
$6.79M
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.06K- 33.41% |
$188K - $202K
|
2.11K
$525K
|
|
|
Dec 04, 2024
Q2 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-1.09K- 27.58% |
$192K - $207K
|
2.85K
$709K
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.1K- 2.14% |
$194K - $209K
|
50K
$12.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.11K- 7.79% |
$197K - $211K
|
13.1K
$3.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-1.11KClosed |
$197K - $211K
|
0
$0
|
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-1.14K- 6.26% |
$201K - $217K
|
17K
$4.23M
|
|
|
Jul 24, 2023
Q2 2023
|
Allen Capital Group, LLC
|
SELL
|
- |
-1.15K- 32.09% |
$204K - $219K
|
2.44K
$606K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-1.16K- 35.84% |
$205K - $220K
|
2.07K
$514K
|
|
|
Jul 21, 2023
Q2 2023
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-1.17K- 39.96% |
$207K - $223K
|
1.76K
$437K
|
|
|
Aug 11, 2023
Q2 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.17K- 45.65% |
$207K - $223K
|
1.39K
$347K
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.17K- 11.22% |
$208K - $223K
|
9.27K
$2.3M
|