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 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.22K+ 18.9% |
$253K - $273K
|
7.66K
$1.87M
|
|
|
Aug 13, 2024
Q2 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
1.21KNew |
$251K - $271K
|
1.21K
$295K
|
|
|
Aug 14, 2024
Q2 2024
|
Asset Advisors Investment Management, LLC
|
BUY
|
- |
1.2KNew |
$249K - $269K
|
1.2K
$294K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
1.18K+ 0.73% |
$244K - $264K
|
162K
$39.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.17KNew |
$244K - $264K
|
1.17K
$287K
|
|
|
Aug 12, 2024
Q2 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
1.17K+ 1.95% |
$243K - $263K
|
61.1K
$14.9M
|
|
|
Aug 12, 2024
Q2 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.16KNew |
$241K - $261K
|
1.16K
$284K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.16K+ 16.02% |
$241K - $260K
|
8.4K
$2.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1.15KNew |
$239K - $259K
|
1.15K
$282K
|
|
|
Aug 09, 2024
Q2 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
1.15K+ 4.46% |
$239K - $258K
|
27K
$6.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.14KNew |
$238K - $257K
|
1.14K
$280K
|
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
1.13KNew |
$235K - $254K
|
1.13K
$277K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.13KNew |
$235K - $254K
|
1.13K
$276K
|
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
1.13KNew |
$234K - $253K
|
1.13K
$276K
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.12K+ 4.24% |
$234K - $252K
|
27.7K
$6.77M
|
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
1.11K+ 6.54% |
$231K - $249K
|
18.1K
$4.42M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
1.11K+ 73.55% |
$230K - $249K
|
2.61K
$639K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.1KNew |
$229K - $248K
|
1.1K
$270K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentrum Wealth Management
|
BUY
|
- |
1.09KNew |
$226K - $244K
|
1.09K
$266K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.07K+ 46.15% |
$222K - $239K
|
3.38K
$826K
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
1.06KNew |
$221K - $238K
|
1.06K
$260K
|
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
1.06K+ 8.76% |
$220K - $238K
|
13.1K
$3.22M
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
1.05KNew |
$218K - $236K
|
1.05K
$257K
|
|
|
Jul 11, 2024
Q2 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.05KNew |
$218K - $236K
|
1.05K
$257K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
1.05K+ 22.97% |
$218K - $235K
|
5.61K
$1.37M
|
|
|
Jul 05, 2024
Q2 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.04K+ 45.08% |
$215K - $233K
|
3.33K
$816K
|
|
|
Jul 19, 2024
Q2 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.04K+ 10.69% |
$215K - $232K
|
10.7K
$2.62M
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.04K+ 47.39% |
$215K - $232K
|
3.22K
$787K
|
|
|
Jul 30, 2024
Q2 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
1.03KNew |
$214K - $231K
|
1.03K
$252K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.03K+ 2.7% |
$213K - $230K
|
39K
$9.55M
|
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.02KNew |
$213K - $230K
|
1.02K
$250K
|
|
|
Jul 17, 2024
Q2 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.02K+ 12.07% |
$212K - $229K
|
9.45K
$2.31M
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
1.01KNew |
$210K - $227K
|
1.01K
$247K
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
1K+ 90.6% |
$208K - $225K
|
2.11K
$516K
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
1K+ 79.46% |
$208K - $225K
|
2.26K
$554K
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1KNew |
$208K - $225K
|
1K
$245K
|
|
|
Aug 07, 2024
Q2 2024
|
Gruss & Co., LLC
|
BUY
|
- |
1K+ 13.33% |
$208K - $225K
|
8.5K
$2.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1K+ 100.0% |
$208K - $225K
|
2K
$489K
|
|
|
Aug 13, 2024
Q2 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
987+ 1.35% |
$205K - $222K
|
74K
$18.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
987+ 8.59% |
$205K - $222K
|
12.5K
$3.05M
|
|
|
Aug 15, 2024
Q2 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
984New |
$204K - $221K
|
984
$241K
|
|
|
Aug 09, 2024
Q2 2024
|
Black Point Wealth Management
Naples, FL |
BUY
|
- |
983New |
$204K - $221K
|
983
$240K
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
969New |
$201K - $218K
|
969
$237K
|
|
|
Jul 22, 2024
Q2 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
965+ 18.62% |
$201K - $217K
|
6.15K
$1.5M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
965+ 1.17% |
$201K - $217K
|
83.3K
$20.4M
|
|
|
Aug 01, 2024
Q2 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
964+ 40.0% |
$200K - $216K
|
3.37K
$825K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
962New |
$200K - $216K
|
962
$235K
|
|
|
Jul 25, 2024
Q2 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
956New |
$199K - $215K
|
956
$234K
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
953New |
$198K - $214K
|
953
$233K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
951New |
$198K - $214K
|
951
$233K
|