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 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
BUY
|
- |
950+ 1900.0% |
$197K - $213K
|
1K
$248K
|
|
|
Aug 14, 2024
Q2 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
950New |
$197K - $213K
|
950
$236K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
949+ 1.08% |
$197K - $213K
|
88.6K
$22M
|
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
948New |
$197K - $213K
|
948
$235K
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
946New |
$197K - $212K
|
946
$235K
|
|
|
Jul 12, 2024
Q2 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
945New |
$196K - $212K
|
945
$234K
|
|
|
Jul 18, 2024
Q2 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
942New |
$196K - $212K
|
942
$234K
|
|
|
Jul 30, 2024
Q2 2024
|
Focused Wealth Management, Inc
|
BUY
|
- |
941New |
$196K - $211K
|
941
$233K
|
|
|
Jul 22, 2024
Q2 2024
|
Sloy Dahl & Holst, LLC
|
BUY
|
- |
940New |
$195K - $211K
|
940
$233K
|
|
|
Jul 19, 2024
Q2 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
936New |
$195K - $210K
|
936
$232K
|
|
|
Jul 17, 2024
Q2 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
932+ 11.66% |
$194K - $209K
|
8.93K
$2.21M
|
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
931New |
$193K - $209K
|
931
$231K
|
|
|
Sep 26, 2024
Q2 2024
|
Paragon Capital Management Inc
Provo, UT |
BUY
|
- |
931New |
$193K - $209K
|
931
$231K
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
930+ 5.01% |
$193K - $209K
|
19.5K
$4.83M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
928+ 3.11% |
$193K - $208K
|
30.8K
$7.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
924+ 26.91% |
$192K - $207K
|
4.36K
$1.08M
|
|
|
Jul 18, 2024
Q2 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
916+ 48.29% |
$190K - $206K
|
2.81K
$698K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
913+ 12.93% |
$190K - $205K
|
7.98K
$1.98M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
901+ 2.27% |
$187K - $202K
|
40.5K
$10.1M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
882+ 6.75% |
$183K - $198K
|
14K
$3.46M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
875+ 23.62% |
$182K - $196K
|
4.58K
$1.14M
|
|
|
Jul 17, 2024
Q2 2024
|
Welch Group, LLC
|
BUY
|
- |
870+ 14.64% |
$181K - $195K
|
6.81K
$1.69M
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
858+ 7.0% |
$178K - $193K
|
13.1K
$3.25M
|
|
|
Jul 25, 2024
Q2 2024
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
847+ 16.35% |
$176K - $190K
|
6.03K
$1.49M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
835New |
$174K - $188K
|
835
$207K
|
|
|
Jul 16, 2024
Q2 2024
|
True Private Wealth Advisors
|
BUY
|
- |
813+ 10.59% |
$169K - $183K
|
8.49K
$2.1M
|
|
|
Jul 30, 2024
Q2 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
800+ 15.15% |
$166K - $180K
|
6.08K
$1.51M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
798+ 36.93% |
$166K - $179K
|
2.96K
$734K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
796+ 2.06% |
$165K - $179K
|
39.5K
$9.78M
|
|
|
Jul 05, 2024
Q2 2024
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
789+ 2.1% |
$164K - $177K
|
38.4K
$9.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
782+ 10.05% |
$163K - $176K
|
8.56K
$2.12M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
779+ 1.3% |
$162K - $175K
|
60.9K
$15.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
756+ 21.35% |
$157K - $170K
|
4.3K
$1.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
755+ 0.87% |
$157K - $170K
|
87.4K
$21.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
750+ 1.64% |
$156K - $168K
|
46.6K
$11.6M
|
|
|
Jul 29, 2024
Q2 2024
|
Banco Santander, S.A.
|
BUY
|
- |
748+ 1.63% |
$155K - $168K
|
46.6K
$11.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
748+ 20.04% |
$155K - $168K
|
4.48K
$1.11M
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
740+ 24.41% |
$154K - $166K
|
3.77K
$935K
|
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
740+ 14.54% |
$154K - $166K
|
5.83K
$1.45M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
739+ 6.01% |
$154K - $166K
|
13K
$3.23M
|
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
733+ 33.23% |
$152K - $165K
|
2.94K
$729K
|
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
725+ 3.37% |
$151K - $163K
|
22.2K
$5.52M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
713New |
$148K - $160K
|
713
$177K
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
704+ 20.22% |
$146K - $158K
|
4.19K
$1.04M
|
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
702+ 1.56% |
$146K - $158K
|
45.6K
$11.3M
|
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
679+ 4.03% |
$141K - $152K
|
17.5K
$4.35M
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
675+ 222.77% |
$140K - $152K
|
978
$243K
|
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
672+ 23.9% |
$140K - $151K
|
3.48K
$864K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
672+ 58.79% |
$140K - $151K
|
1.82K
$450K
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
670+ 4.46% |
$139K - $150K
|
15.7K
$3.89M
|