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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
27+ 0.93% |
$4.36K - $4.62K
|
2.92K
$711K
|
|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
25+ 0.23% |
$4.03K - $4.28K
|
10.7K
$2.62M
|
|
|
Oct 25, 2021
Q3 2021
|
Benin Management Corp
|
BUY
|
- |
25+ 0.24% |
$4.03K - $4.28K
|
10.4K
$2.53M
|
|
|
Nov 04, 2021
Q3 2021
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
25+ 1.77% |
$4.03K - $4.28K
|
1.44K
$351K
|
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
24+ 9.96% |
$3.87K - $4.11K
|
265
$64.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
24+ 0.67% |
$3.87K - $4.11K
|
3.62K
$883K
|
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
23+ 0.19% |
$3.71K - $3.94K
|
12.2K
$2.97M
|
|
|
Nov 15, 2021
Q3 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
23+ 1.7% |
$3.71K - $3.94K
|
1.38K
$336K
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
20+ 1.09% |
$3.23K - $3.42K
|
1.86K
$453K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
20+ 1.3% |
$3.23K - $3.42K
|
1.56K
$379K
|
|
|
Nov 04, 2021
Q3 2021
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
20+ 1.6% |
$3.23K - $3.42K
|
1.27K
$311K
|
|
|
Nov 03, 2021
Q3 2021
|
Callahan Advisors, LLC
|
BUY
|
- |
19+ 0.65% |
$3.07K - $3.25K
|
2.95K
$718K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
17+ 0.33% |
$2.74K - $2.91K
|
5.13K
$1.25M
|
|
|
Jan 02, 2024
Q3 2021
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
17+ 0.83% |
$2.74K - $2.91K
|
2.07K
$505K
|
|
|
Nov 15, 2021
Q3 2021
|
Spears Abacus Advisors LLC
|
BUY
|
- |
16+ 0.04% |
$2.58K - $2.74K
|
35.9K
$8.75M
|
|
|
Nov 02, 2021
Q3 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
15+ 2.83% |
$2.42K - $2.57K
|
545
$133K
|
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
15+ 0.38% |
$2.42K - $2.57K
|
4.01K
$979K
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
13+ 0.24% |
$2.1K - $2.23K
|
5.47K
$1.34M
|
|
|
Nov 08, 2021
Q3 2021
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
10+ 0.14% |
$1.61K - $1.71K
|
6.92K
$1.69M
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7+ 0.3% |
$1.13K - $1.2K
|
2.33K
$569K
|
|
|
Nov 10, 2021
Q3 2021
|
Financial Advantage, Inc.
|
BUY
|
- |
6+ 0.01% |
$968 - $1.03K
|
60.8K
$14.8M
|
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
BUY
|
- |
5+ 0.34% |
$807 - $856
|
1.48K
$360K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 0.1% |
$807 - $856
|
5.21K
$1.27M
|
|
|
Oct 20, 2021
Q3 2021
|
North Star Asset Management Inc
|
BUY
|
- |
4+ 0.02% |
$645 - $685
|
23K
$5.61M
|
|
|
Oct 14, 2021
Q3 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
4+ 0.07% |
$645 - $685
|
6.14K
$1.5M
|
|
|
Oct 12, 2021
Q3 2021
|
S.A. Mason LLC
|
BUY
|
- |
3+ 0.04% |
$484 - $514
|
7.16K
$1.75M
|
|
|
Oct 14, 2021
Q3 2021
|
Northside Capital Management, LLC
|
BUY
|
- |
3+ 0.02% |
$484 - $514
|
15.5K
$3.77M
|
|
|
Nov 02, 2021
Q3 2021
|
Burleson & Company, LLC
|
BUY
|
- |
3+ 3.75% |
$484 - $514
|
83
$20.2K
|
|
|
Oct 20, 2021
Q3 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
3+ 0.03% |
$484 - $514
|
11.8K
$2.89M
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3+ 0.03% |
$484 - $514
|
11.7K
$2.85M
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.12% |
$323 - $342
|
1.74K
$423K
|
|
|
Nov 15, 2021
Q3 2021
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2+ 2.44% |
$323 - $342
|
84
$20.5K
|
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1+ 0.03% |
$161 - $171
|
4K
$976K
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$161 - $171
|
1
$244
|
|
|
Oct 05, 2021
Q3 2021
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Addison Capital CO
|
SELL
|
- |
-1- 0.02% |
$161 - $171
|
5.91K
$1.44M
|
|
|
Oct 20, 2021
Q3 2021
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-1- 0.03% |
$161 - $171
|
2.96K
$722K
|
|
|
Apr 01, 2024
Q3 2021
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-1- 0.04% |
$161 - $171
|
2.44K
$594K
|
|
|
Nov 01, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-2- 0.03% |
$323 - $342
|
7.58K
$1.85M
|
|
|
Nov 05, 2021
Q3 2021
|
Mizuho Securities Co. Ltd.
|
SELL
|
- |
-2- 8.33% |
$323 - $342
|
22
$5.37K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-2- 0.12% |
$323 - $342
|
1.66K
$405K
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-2Closed |
$323 - $342
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-3- 0.09% |
$484 - $514
|
3.16K
$770K
|
|
|
Nov 16, 2021
Q3 2021
|
Requisite Capital Management, LLC
|
SELL
|
- |
-3- 0.05% |
$484 - $514
|
5.79K
$1.41M
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-3- 0.49% |
$484 - $514
|
609
$149K
|
|
|
Oct 14, 2021
Q3 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-4- 0.31% |
$645 - $685
|
1.3K
$316K
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4- 0.09% |
$645 - $685
|
4.38K
$1.07M
|
|
|
Nov 15, 2021
Q3 2021
|
Bienville Capital Management, LLC
New York, NY |
SELL
|
- |
-4- -0.0% |
$645 - $685
|
107K
$26M
|
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-5- 0.04% |
$807 - $856
|
12.7K
$3.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-5- 0.29% |
$807 - $856
|
1.72K
$421K
|