Purchases and Sales Made in Q2 2024 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q2 2024. 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 15, 2024
Q2 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
658+ 62.97% |
$137K - $148K
|
1.7K
$412K
|
|
Aug 06, 2024
Q2 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
654+ 3.54% |
$136K - $147K
|
19.2K
$4.64M
|
|
Jul 25, 2024
Q2 2024
|
Gratus Capital LLC
|
BUY
|
- |
645+ 28.09% |
$134K - $145K
|
2.94K
$712K
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
645+ 11.08% |
$134K - $145K
|
6.47K
$1.57M
|
|
Aug 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
626+ 16.97% |
$130K - $141K
|
4.31K
$1.04M
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
621New |
$129K - $139K
|
621
$150K
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
600+ 3.17% |
$125K - $135K
|
19.5K
$4.73M
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
593+ 0.43% |
$123K - $133K
|
138K
$33.4M
|
|
Jul 24, 2024
Q2 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
589+ 59.26% |
$122K - $132K
|
1.58K
$383K
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
589+ 6.55% |
$122K - $132K
|
9.59K
$2.32M
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
588+ 11.81% |
$122K - $132K
|
5.57K
$1.35M
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
560+ 33.41% |
$116K - $126K
|
2.24K
$542K
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
559+ 5.63% |
$116K - $126K
|
10.5K
$2.54M
|
|
Jul 23, 2024
Q2 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
556+ 49.42% |
$116K - $125K
|
1.68K
$407K
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
543+ 11.79% |
$113K - $122K
|
5.15K
$1.25M
|
|
Jul 18, 2024
Q2 2024
|
Compton Financial Group, LLC
|
BUY
|
- |
540+ 1.42% |
$112K - $121K
|
38.6K
$9.34M
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
540+ 1.84% |
$112K - $121K
|
29.9K
$7.23M
|
|
Jul 29, 2024
Q2 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
538+ 80.3% |
$112K - $121K
|
1.21K
$293K
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
537+ 31.04% |
$112K - $121K
|
2.27K
$549K
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
531+ 1.58% |
$110K - $119K
|
34.1K
$8.27M
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
529+ 4.4% |
$110K - $119K
|
12.6K
$3.04M
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
529+ 6.36% |
$110K - $119K
|
8.85K
$2.14M
|
|
Aug 08, 2024
Q2 2024
|
Allen Investment Management LLC
|
BUY
|
- |
523+ 0.67% |
$109K - $117K
|
78.1K
$18.9M
|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
515+ 39.13% |
$107K - $116K
|
1.83K
$443K
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
513+ 2.64% |
$107K - $115K
|
19.9K
$4.82M
|
|
Aug 05, 2024
Q2 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
507+ 8.13% |
$105K - $114K
|
6.74K
$1.63M
|
|
Jul 19, 2024
Q2 2024
|
Clarus Group, Inc.
|
BUY
|
- |
500+ 38.91% |
$104K - $112K
|
1.79K
$432K
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
500+ 26.22% |
$104K - $112K
|
2.41K
$583K
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
500+ 13.87% |
$104K - $112K
|
4.11K
$995K
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
497+ 6.19% |
$103K - $112K
|
8.52K
$2.06M
|
|
Jul 31, 2024
Q2 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
490+ 4.39% |
$102K - $110K
|
11.6K
$2.82M
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
489+ 15.93% |
$102K - $110K
|
3.56K
$862K
|
|
Jul 18, 2024
Q2 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
480+ 0.81% |
$99.8K - $108K
|
59.8K
$14.5M
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
478New |
$99.3K - $107K
|
478
$116K
|
|
Aug 13, 2024
Q2 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
478+ 1.03% |
$99.3K - $107K
|
46.8K
$11.3M
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
475+ 17.61% |
$98.7K - $107K
|
3.17K
$769K
|
|
Jul 30, 2024
Q2 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
470+ 1.37% |
$97.7K - $106K
|
34.9K
$8.45M
|
|
Aug 05, 2024
Q2 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
468+ 5.87% |
$97.3K - $105K
|
8.44K
$2.04M
|
|
Aug 13, 2024
Q2 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
463+ 6.45% |
$96.2K - $104K
|
7.64K
$1.85M
|
|
Aug 14, 2024
Q2 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
455+ 28.03% |
$94.6K - $102K
|
2.08K
$503K
|
|
Aug 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
454+ 6.49% |
$94.4K - $102K
|
7.45K
$1.8M
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
451+ 16.47% |
$93.7K - $101K
|
3.19K
$773K
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
447+ 105.18% |
$92.9K - $100K
|
872
$211K
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
447+ 13.95% |
$92.9K - $100K
|
3.65K
$885K
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
437+ 157.19% |
$90.8K - $98.1K
|
715
$173K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
437+ 36.48% |
$90.8K - $98.1K
|
1.64K
$396K
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
436+ 3.93% |
$90.6K - $97.9K
|
11.5K
$2.79M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
433+ 1.86% |
$90K - $97.2K
|
23.8K
$5.75M
|
|
Aug 08, 2024
Q2 2024
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
431+ 1.97% |
$89.6K - $96.8K
|
22.3K
$5.41M
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
428+ 4.66% |
$88.9K - $96.1K
|
9.62K
$2.33M
|