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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-666- 3.27% |
$138K - $150K
|
19.7K
$4.76M
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-675- 2.55% |
$140K - $152K
|
25.8K
$6.26M
|
|
Aug 12, 2024
Q2 2024
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-675- 36.13% |
$140K - $152K
|
1.19K
$289K
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-690- 20.12% |
$143K - $155K
|
2.74K
$664K
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-696- 26.54% |
$145K - $156K
|
1.93K
$466K
|
|
Jul 23, 2024
Q2 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-700- 36.4% |
$145K - $157K
|
1.22K
$296K
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-707- 0.81% |
$147K - $159K
|
86.6K
$21M
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-708- 6.48% |
$147K - $159K
|
10.2K
$2.47M
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-709- 16.01% |
$147K - $159K
|
3.72K
$901K
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-711- 1.38% |
$148K - $160K
|
50.9K
$12.3M
|
|
Aug 13, 2024
Q2 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-716- 1.36% |
$149K - $161K
|
51.9K
$12.6M
|
|
Aug 06, 2024
Q2 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-719- 45.48% |
$149K - $161K
|
862
$209K
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-726- 19.9% |
$151K - $163K
|
2.92K
$708K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-737- 1.4% |
$153K - $166K
|
51.9K
$12.6M
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-742- 2.59% |
$154K - $167K
|
27.9K
$6.75M
|
|
Jul 30, 2024
Q2 2024
|
Life Planning Partners, Inc
|
SELL
|
- |
-744- 27.17% |
$155K - $167K
|
1.99K
$483K
|
|
Aug 02, 2024
Q2 2024
|
Wealth Effects LLC
|
SELL
|
- |
-745- 27.26% |
$155K - $167K
|
1.99K
$482K
|
|
Aug 14, 2024
Q2 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-750- 41.92% |
$156K - $168K
|
1.04K
$252K
|
|
Aug 13, 2024
Q2 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-758- 0.41% |
$158K - $170K
|
184K
$44.6M
|
|
Jul 22, 2024
Q2 2024
|
Curran Financial Partners, LLC
|
SELL
|
- |
-760- 9.53% |
$158K - $171K
|
7.22K
$1.75M
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
SELL
|
- |
-764- 29.68% |
$159K - $172K
|
1.81K
$438K
|
|
Aug 14, 2024
Q2 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-770- 19.82% |
$160K - $173K
|
3.12K
$754K
|
|
Aug 13, 2024
Q2 2024
|
Centric Wealth Management
|
SELL
|
- |
-778- 6.88% |
$162K - $175K
|
10.5K
$2.55M
|
|
Jul 12, 2024
Q2 2024
|
Austin Private Wealth, LLC
|
SELL
|
- |
-797- 29.71% |
$166K - $179K
|
1.89K
$457K
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-817- 3.55% |
$170K - $183K
|
22.2K
$5.38M
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-824- 5.41% |
$171K - $185K
|
14.4K
$3.49M
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-835- 25.64% |
$174K - $188K
|
2.42K
$586K
|
|
Jul 22, 2024
Q2 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-840- 1.51% |
$175K - $189K
|
54.7K
$13.3M
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-849- 67.06% |
$176K - $191K
|
417
$101K
|
|
Jul 15, 2024
Q2 2024
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-859- 8.77% |
$179K - $193K
|
8.93K
$2.16M
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-861- 9.18% |
$179K - $193K
|
8.51K
$2.06M
|
|
Aug 05, 2024
Q2 2024
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-863- 4.18% |
$179K - $194K
|
19.8K
$4.79M
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-871- 32.12% |
$181K - $196K
|
1.84K
$446K
|
|
Aug 01, 2024
Q2 2024
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-879- 0.77% |
$183K - $197K
|
113K
$27.3M
|
|
Jul 23, 2024
Q2 2024
|
Towneley Capital Management, Inc / De
Laguna Hills, CA |
SELL
|
- |
-880- 6.37% |
$183K - $198K
|
12.9K
$3.13M
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-880- 1.67% |
$183K - $198K
|
51.7K
$12.5M
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-893- 1.95% |
$186K - $201K
|
44.8K
$10.9M
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-909- 2.65% |
$189K - $204K
|
33.4K
$8.08M
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-941- 3.39% |
$196K - $211K
|
26.8K
$6.49M
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-944- 1.22% |
$196K - $212K
|
76.2K
$18.5M
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
SELL
|
- |
-956- 5.1% |
$199K - $215K
|
17.8K
$4.31M
|
|
Jul 16, 2024
Q2 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-959- 13.34% |
$199K - $215K
|
6.23K
$1.51M
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-962- 1.34% |
$200K - $216K
|
70.7K
$17.1M
|
|
Aug 14, 2024
Q2 2024
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-1K- 8.02% |
$208K - $225K
|
11.5K
$2.78M
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.02K- 10.37% |
$212K - $229K
|
8.82K
$2.14M
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.03K- 13.08% |
$213K - $230K
|
6.81K
$1.65M
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
SELL
|
- |
-1.05K- 40.1% |
$218K - $235K
|
1.56K
$379K
|
|
Aug 12, 2024
Q2 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.05K- 39.22% |
$218K - $235K
|
1.62K
$393K
|
|
Jul 26, 2024
Q2 2024
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.07K- 36.06% |
$223K - $241K
|
1.9K
$461K
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.08K- 7.66% |
$224K - $242K
|
13K
$3.14M
|