Purchases and Sales Made in Q3 2021 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
164+ 5.8% |
$26.5K - $28.1K
|
2.99K
$730K
|
|
|
Oct 28, 2021
Q3 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
163+ 301.85% |
$26.3K - $27.9K
|
217
$52.9K
|
|
|
Nov 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
157+ 3.87% |
$25.3K - $26.9K
|
4.22K
$1.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Kercheville Advisors, LLC
|
BUY
|
- |
150+ 3.13% |
$24.2K - $25.7K
|
4.94K
$1.2M
|
|
|
Oct 06, 2021
Q3 2021
|
Centric Wealth Management
|
BUY
|
- |
147+ 8.11% |
$23.7K - $25.2K
|
1.96K
$478K
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
144+ 4.6% |
$23.2K - $24.6K
|
3.28K
$799K
|
|
|
Nov 10, 2021
Q3 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
140+ 4.4% |
$22.6K - $24K
|
3.32K
$810K
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
137+ 0.57% |
$22.1K - $23.5K
|
24.1K
$5.87M
|
|
|
Nov 03, 2021
Q3 2021
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
135+ 10.31% |
$21.8K - $23.1K
|
1.45K
$352K
|
|
|
Nov 15, 2021
Q3 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
132+ 0.74% |
$21.3K - $22.6K
|
17.9K
$4.37M
|
|
|
Oct 18, 2021
Q3 2021
|
Crew Capital Management, Ltd.
|
BUY
|
- |
125+ 0.69% |
$20.2K - $21.4K
|
18.4K
$4.48M
|
|
|
Oct 27, 2021
Q3 2021
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
125+ 9.97% |
$20.2K - $21.4K
|
1.38K
$336K
|
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
124+ 1.16% |
$20K - $21.2K
|
10.8K
$2.64M
|
|
|
Oct 29, 2021
Q3 2021
|
Barry Investment Advisors, LLC
|
BUY
|
- |
122+ 0.17% |
$19.7K - $20.9K
|
71.5K
$17.5M
|
|
|
Nov 03, 2021
Q3 2021
|
Auxano Advisors, LLC
|
BUY
|
- |
120+ 7.27% |
$19.4K - $20.5K
|
1.77K
$432K
|
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
120+ 9.19% |
$19.4K - $20.5K
|
1.43K
$348K
|
|
|
Nov 09, 2021
Q3 2021
|
Rational Advisors LLC
Huntington, NY |
BUY
|
- |
120New |
$19.4K - $20.5K
|
120
$29.3K
|
|
|
Oct 27, 2021
Q3 2021
|
Clean Yield Group
|
BUY
|
- |
114+ 11.45% |
$18.4K - $19.5K
|
1.11K
$271K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
110+ 1.2% |
$17.7K - $18.8K
|
9.29K
$2.27M
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
110+ 5.33% |
$17.7K - $18.8K
|
2.17K
$530K
|
|
|
Nov 12, 2021
Q3 2021
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
110+ 0.88% |
$17.7K - $18.8K
|
12.5K
$3.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
106+ 4.67% |
$17.1K - $18.1K
|
2.38K
$580K
|
|
|
Nov 12, 2021
Q3 2021
|
Lafayette Investments, Inc.
|
BUY
|
- |
100+ 5.13% |
$16.1K - $17.1K
|
2.05K
$500K
|
|
|
Oct 26, 2021
Q3 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
100+ 2.65% |
$16.1K - $17.1K
|
3.87K
$944K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
100+ 3.19% |
$16.1K - $17.1K
|
3.24K
$789K
|
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
100+ 3.09% |
$16.1K - $17.1K
|
3.33K
$813K
|
|
|
Nov 02, 2021
Q3 2021
|
Anchor Capital Advisors LLC
|
BUY
|
- |
100+ 2.3% |
$16.1K - $17.1K
|
4.45K
$1.09M
|
|
|
Nov 12, 2021
Q3 2021
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
100+ 3.85% |
$16.1K - $17.1K
|
2.7K
$659K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
100+ 4.95% |
$16.1K - $17.1K
|
2.12K
$517K
|
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
BUY
|
- |
99+ 3.47% |
$16K - $16.9K
|
2.95K
$720K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
99+ 6.11% |
$16K - $16.9K
|
1.72K
$419K
|
|
|
Nov 16, 2021
Q3 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
98+ 1.86% |
$15.8K - $16.8K
|
5.36K
$1.31M
|
|
|
Nov 12, 2021
Q3 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
97+ 0.59% |
$15.6K - $16.6K
|
16.4K
$4.01M
|
|
|
Oct 25, 2021
Q3 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
95+ 4.07% |
$15.3K - $16.3K
|
2.43K
$593K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
BUY
|
- |
93+ 2.5% |
$15K - $15.9K
|
3.82K
$931K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
91New |
$14.7K - $15.6K
|
91
$22.2K
|
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
89+ 10.92% |
$14.4K - $15.2K
|
904
$221K
|
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
88+ 6.73% |
$14.2K - $15.1K
|
1.4K
$341K
|
|
|
Nov 02, 2021
Q3 2021
|
Mosaic Advisors LLC
Houston, TX |
BUY
|
- |
88+ 0.99% |
$14.2K - $15.1K
|
9K
$2.19M
|
|
|
Nov 09, 2021
Q3 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
85+ 1.97% |
$13.7K - $14.5K
|
4.41K
$1.08M
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
85+ 3.17% |
$13.7K - $14.5K
|
2.77K
$675K
|
|
|
Oct 28, 2021
Q3 2021
|
Manchester Financial Inc
|
BUY
|
- |
84+ 3.08% |
$13.6K - $14.4K
|
2.82K
$687K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
84New |
$13.6K - $14.4K
|
84
$20.5K
|
|
|
Nov 01, 2021
Q3 2021
|
Key F Inancial Inc
|
BUY
|
- |
83+ 26.35% |
$13.4K - $14.2K
|
398
$97.1K
|
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
82+ 0.13% |
$13.2K - $14K
|
65.6K
$16M
|
|
|
Nov 12, 2021
Q3 2021
|
Biechele Royce Advisors
|
BUY
|
- |
80+ 5.31% |
$12.9K - $13.7K
|
1.59K
$387K
|
|
|
Nov 03, 2021
Q3 2021
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
80+ 4.52% |
$12.9K - $13.7K
|
1.85K
$451K
|
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
79+ 5.54% |
$12.7K - $13.5K
|
1.5K
$367K
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
78+ 0.42% |
$12.6K - $13.4K
|
18.7K
$4.57M
|
|
|
Nov 10, 2021
Q3 2021
|
Ruffer LLP
|
BUY
|
- |
78+ 2.49% |
$12.6K - $13.4K
|
3.21K
$783K
|