Purchases and Sales Made in Q2 2025 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q2 2025. 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, 2025
Q2 2025
|
Pmg Wealth Management, Inc.
Hawthorn Woods, IL |
BUY
|
- |
665New |
$182K - $210K
|
665
$210K
|
|
Jul 22, 2025
Q2 2025
|
D.B. Root & Company, LLC
|
BUY
|
- |
644+ 5.93% |
$176K - $204K
|
11.5K
$3.64M
|
|
Jul 21, 2025
Q2 2025
|
J2 Capital Management Inc
|
BUY
|
- |
641+ 12.52% |
$175K - $203K
|
5.76K
$1.82M
|
|
Jul 17, 2025
Q2 2025
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
640+ 21.12% |
$175K - $202K
|
3.67K
$1.16M
|
|
Jul 23, 2025
Q2 2025
|
Spring Vest Wealth Management LLC
Dallas, TX |
BUY
|
- |
634+ 11.2% |
$174K - $201K
|
6.3K
$1.99M
|
|
Jul 09, 2025
Q2 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
613+ 0.57% |
$168K - $194K
|
108K
$34.3M
|
|
Jul 23, 2025
Q2 2025
|
Ellsworth Advisors, LLC
|
BUY
|
- |
586+ 1.34% |
$160K - $185K
|
44.4K
$14M
|
|
Jul 16, 2025
Q2 2025
|
Lvw Advisors, LLC
|
BUY
|
- |
560+ 76.09% |
$153K - $177K
|
1.3K
$410K
|
|
Jul 14, 2025
Q2 2025
|
Harrington Investments, Inc
|
BUY
|
- |
560+ 14.37% |
$153K - $177K
|
4.46K
$1.41M
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
549+ 3.59% |
$150K - $174K
|
15.8K
$5.01M
|
|
Jul 08, 2025
Q2 2025
|
Gradient Investments LLC
|
BUY
|
- |
549+ 51.16% |
$150K - $174K
|
1.62K
$513K
|
|
Jul 18, 2025
Q2 2025
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
537+ 3.12% |
$147K - $170K
|
17.7K
$5.6M
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
529+ 12.92% |
$145K - $167K
|
4.63K
$1.46M
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
BUY
|
- |
520+ 18.16% |
$142K - $164K
|
3.38K
$1.07M
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
509+ 44.07% |
$139K - $161K
|
1.66K
$526K
|
|
Jul 01, 2025
Q2 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
502+ 10.98% |
$137K - $159K
|
5.08K
$1.6M
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
478+ 16.08% |
$131K - $151K
|
3.45K
$1.09M
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
454+ 11.29% |
$124K - $144K
|
4.47K
$1.41M
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
447+ 7.43% |
$122K - $141K
|
6.47K
$2.04M
|
|
Jul 18, 2025
Q2 2025
|
First United Bank & Trust
|
BUY
|
- |
445+ 31.49% |
$122K - $141K
|
1.86K
$587K
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
442+ 2.49% |
$121K - $140K
|
18.2K
$5.76M
|
|
Jul 08, 2025
Q2 2025
|
Rmr Wealth Builders
|
BUY
|
- |
435+ 41.79% |
$119K - $138K
|
1.48K
$467K
|
|
Jul 22, 2025
Q2 2025
|
Alta Wealth Advisors LLC
|
BUY
|
- |
397+ 10.3% |
$109K - $126K
|
4.25K
$1.34M
|
|
Jul 14, 2025
Q2 2025
|
Savior LLC
|
BUY
|
- |
387+ 8.81% |
$106K - $122K
|
4.78K
$1.51M
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
378+ 1.35% |
$103K - $120K
|
28.4K
$8.97M
|
|
Jul 10, 2025
Q2 2025
|
Family Legacy Financial Solutions, LLC
Cary, NC |
BUY
|
- |
366New |
$100K - $116K
|
366
$116K
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
363+ 5.32% |
$99.4K - $115K
|
7.19K
$2.27M
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
360+ 3.33% |
$98.5K - $114K
|
11.2K
$3.53M
|
|
Jul 22, 2025
Q2 2025
|
Chung Wu Investment Group, LLC
Sugar Land, TX |
BUY
|
- |
358New |
$98K - $113K
|
358
$113K
|
|
Jul 16, 2025
Q2 2025
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
355+ 2.35% |
$97.2K - $112K
|
15.5K
$4.89M
|
|
Jul 22, 2025
Q2 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
345+ 2.1% |
$94.4K - $109K
|
16.8K
$5.31M
|
|
Jul 17, 2025
Q2 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
331+ 47.63% |
$90.6K - $105K
|
1.03K
$324K
|
|
Jul 14, 2025
Q2 2025
|
Edge Wealth Management LLC
|
BUY
|
- |
325+ 18.76% |
$89K - $103K
|
2.06K
$650K
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
BUY
|
- |
323+ 36.17% |
$88.4K - $102K
|
1.22K
$384K
|
|
Jul 15, 2025
Q2 2025
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
320+ 640.0% |
$87.6K - $101K
|
370
$117K
|
|
Jul 08, 2025
Q2 2025
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
316+ 8.58% |
$86.5K - $99.9K
|
4K
$1.26M
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
315+ 17.99% |
$86.2K - $99.6K
|
2.07K
$653K
|
|
Jul 14, 2025
Q2 2025
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
312+ 29.19% |
$85.4K - $98.7K
|
1.38K
$437K
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
311+ 47.77% |
$85.1K - $98.4K
|
962
$304K
|
|
Jul 09, 2025
Q2 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
300+ 12.05% |
$82.1K - $94.9K
|
2.79K
$882K
|
|
Jul 09, 2025
Q2 2025
|
Connective Portfolio Management, LLC
|
BUY
|
- |
300+ 3.27% |
$82.1K - $94.9K
|
9.47K
$2.99M
|
|
Jul 23, 2025
Q2 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
293+ 9.14% |
$80.2K - $92.7K
|
3.5K
$1.11M
|
|
Jul 14, 2025
Q2 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
290+ 7.92% |
$79.4K - $91.7K
|
3.95K
$1.25M
|
|
Jul 10, 2025
Q2 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
285+ 15.22% |
$78K - $90.1K
|
2.16K
$682K
|
|
Jul 18, 2025
Q2 2025
|
Trust CO Of Vermont
|
BUY
|
- |
285+ 3.05% |
$78K - $90.1K
|
9.63K
$3.04M
|
|
Jul 17, 2025
Q2 2025
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
281+ 18.86% |
$76.9K - $88.9K
|
1.77K
$560K
|
|
Jul 11, 2025
Q2 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
275+ 15.98% |
$75.3K - $87K
|
2K
$631K
|
|
Jul 23, 2025
Q2 2025
|
Rmg Wealth Management LLC
Platteville, WI |
BUY
|
- |
256New |
$70.1K - $81K
|
256
$80.9K
|
|
Jul 14, 2025
Q2 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
255+ 30.25% |
$69.8K - $80.7K
|
1.1K
$347K
|
|
Jul 16, 2025
Q2 2025
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
249+ 7.93% |
$68.2K - $78.8K
|
3.39K
$1.07M
|