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 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
230+ 28.22% |
$47.8K - $51.6K
|
1.05K
$256K
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
228+ 4.8% |
$47.4K - $51.2K
|
4.98K
$1.22M
|
|
Jul 23, 2024
Q2 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
224+ 1.39% |
$46.6K - $50.3K
|
16.3K
$4M
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
222+ 9.56% |
$46.1K - $49.9K
|
2.55K
$623K
|
|
Jul 22, 2024
Q2 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
216+ 4.4% |
$44.9K - $48.5K
|
5.12K
$1.25M
|
|
Jul 15, 2024
Q2 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
212+ 2.48% |
$44.1K - $47.6K
|
8.75K
$2.14M
|
|
Aug 07, 2024
Q2 2024
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
208+ 14.78% |
$43.2K - $46.7K
|
1.62K
$395K
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
207New |
$43K - $46.5K
|
207
$50.6K
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
205+ 4.19% |
$42.6K - $46K
|
5.1K
$1.25M
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
204+ 13.38% |
$42.4K - $45.8K
|
1.73K
$423K
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
200+ 3.37% |
$41.6K - $44.9K
|
6.13K
$1.5M
|
|
Jul 12, 2024
Q2 2024
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
200+ 12.32% |
$41.6K - $44.9K
|
1.82K
$446K
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
200+ 2.35% |
$41.6K - $44.9K
|
8.73K
$2.13M
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
200+ 6.82% |
$41.6K - $44.9K
|
3.13K
$766K
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
200+ 9.57% |
$41.6K - $44.9K
|
2.29K
$560K
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
200+ 18.3% |
$41.6K - $44.9K
|
1.29K
$316K
|
|
Aug 13, 2024
Q2 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
200+ 0.69% |
$41.6K - $44.9K
|
29.2K
$7.14M
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
196+ 13.63% |
$40.7K - $44K
|
1.63K
$400K
|
|
Aug 12, 2024
Q2 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
195+ 7.15% |
$40.5K - $43.8K
|
2.92K
$715K
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
195New |
$40.5K - $43.8K
|
195
$47.7K
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
194+ 7.0% |
$40.3K - $43.6K
|
2.97K
$726K
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
193New |
$40.1K - $43.3K
|
193
$47.2K
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
193New |
$40.1K - $43.3K
|
193
$47.2K
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
189+ 9.05% |
$39.3K - $42.4K
|
2.28K
$557K
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
189New |
$39.3K - $42.4K
|
189
$46.2K
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
188+ 1.07% |
$39.1K - $42.2K
|
17.7K
$4.33M
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
185+ 3.62% |
$38.4K - $41.5K
|
5.3K
$1.3M
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
185+ 4.74% |
$38.4K - $41.5K
|
4.09K
$1M
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
184+ 2.29% |
$38.2K - $41.3K
|
8.22K
$2.01M
|
|
Jul 26, 2024
Q2 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
183+ 16.18% |
$38K - $41.1K
|
1.31K
$321K
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
182+ 1.75% |
$37.8K - $40.9K
|
10.6K
$2.59M
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
181+ 5.92% |
$37.6K - $40.6K
|
3.24K
$792K
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
179+ 0.46% |
$37.2K - $40.2K
|
38.8K
$9.49M
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
177+ 0.8% |
$36.8K - $39.7K
|
22.3K
$5.45M
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
175+ 13.23% |
$36.4K - $39.3K
|
1.5K
$366K
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
175+ 19.66% |
$36.4K - $39.3K
|
1.07K
$261K
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
173+ 5.12% |
$36K - $38.8K
|
3.55K
$869K
|
|
Jul 24, 2024
Q2 2024
|
Edge Rock Capital LLC
|
BUY
|
- |
170New |
$35.3K - $38.2K
|
170
$41.6K
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
165+ 1.66% |
$34.3K - $37.1K
|
10.1K
$2.47M
|
|
Aug 12, 2024
Q2 2024
|
Middleton & CO Inc
|
BUY
|
- |
165+ 15.42% |
$34.3K - $37.1K
|
1.24K
$302K
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
161+ 8.18% |
$33.5K - $36.2K
|
2.13K
$521K
|
|
Jul 24, 2024
Q2 2024
|
Jb Capital LLC
|
BUY
|
- |
160+ 6.96% |
$33.3K - $35.9K
|
2.46K
$602K
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
156+ 0.22% |
$32.4K - $35K
|
70K
$17.1M
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
155+ 2.09% |
$32.2K - $34.8K
|
7.58K
$1.85M
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
154+ 6.64% |
$32K - $34.6K
|
2.47K
$605K
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
150+ 8.06% |
$31.2K - $33.7K
|
2.01K
$492K
|
|
Aug 13, 2024
Q2 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
150+ 8.93% |
$31.2K - $33.7K
|
1.83K
$448K
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
149+ 23.46% |
$31K - $33.5K
|
784
$192K
|
|
Jul 30, 2024
Q2 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
149+ 2.46% |
$31K - $33.5K
|
6.21K
$1.52M
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
149+ 3.41% |
$31K - $33.5K
|
4.52K
$1.1M
|