Purchases and Sales Made in Q3 2022 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Dec 12, 2022
Q3 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.43K+ 246.06% |
$972K - $1.08M
|
9.04K
$2.2M
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6.36K+ 16.93% |
$961K - $1.07M
|
43.9K
$10.7M
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
6.34K+ 108.03% |
$958K - $1.07M
|
12.2K
$2.98M
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
6.25K+ 856.16% |
$945K - $1.05M
|
6.98K
$1.7M
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6.23K+ 67.97% |
$942K - $1.05M
|
15.4K
$3.75M
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.2K+ 224.57% |
$937K - $1.04M
|
8.96K
$2.18M
|
|
Oct 27, 2022
Q3 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
6.19K+ 21.58% |
$936K - $1.04M
|
34.9K
$8.51M
|
|
Nov 02, 2022
Q3 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.02K+ 78.96% |
$910K - $1.01M
|
13.6K
$3.33M
|
|
Oct 31, 2022
Q3 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
5.93K+ 178.73% |
$896K - $997K
|
9.24K
$2.25M
|
|
Nov 14, 2022
Q3 2022
|
Claraphi Advisory Network, LLC
|
BUY
|
- |
5.51KNew |
$833K - $927K
|
5.51K
$1.34M
|
|
Nov 14, 2022
Q3 2022
|
Virtus Family Office LLC
El Paso, TX |
BUY
|
- |
5.47KNew |
$827K - $921K
|
5.47K
$1.33M
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
5.27KNew |
$797K - $887K
|
5.27K
$1.29M
|
|
Oct 11, 2022
Q3 2022
|
Ballew Advisors, Inc
|
BUY
|
- |
5K+ 72.3% |
$756K - $842K
|
11.9K
$2.91M
|
|
Nov 16, 2022
Q3 2022
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
5K+ 136.02% |
$756K - $842K
|
8.68K
$2.12M
|
|
Nov 04, 2022
Q3 2022
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
4.99K+ 30.96% |
$755K - $840K
|
21.1K
$5.15M
|
|
Jan 04, 2023
Q3 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
4.94KNew |
$747K - $831K
|
4.94K
$1.2M
|
|
Oct 06, 2022
Q3 2022
|
Strategic Investment Management, LLC
|
BUY
|
- |
4.91K+ 6.91% |
$743K - $826K
|
76K
$18.5M
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
4.91K+ 102.98% |
$742K - $826K
|
9.67K
$2.36M
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
4.74KNew |
$716K - $797K
|
4.74K
$1.16M
|
|
Oct 28, 2022
Q3 2022
|
Bell Rock Capital LLC
|
BUY
|
- |
4.73KNew |
$715K - $796K
|
4.73K
$1.15M
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
4.55K+ 68.99% |
$688K - $765K
|
11.1K
$2.72M
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.52K+ 7.08% |
$683K - $761K
|
68.4K
$16.7M
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
4.48K+ 2.44% |
$678K - $755K
|
188K
$45.9M
|
|
Nov 15, 2022
Q3 2022
|
Penobscot Wealth Management
|
BUY
|
- |
4.43K+ 21.31% |
$670K - $746K
|
25.2K
$6.15M
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
4.41K+ 79.97% |
$666K - $742K
|
9.92K
$2.42M
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.34K+ 150.8% |
$656K - $731K
|
7.22K
$1.76M
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
4.32K+ 36.79% |
$653K - $727K
|
16.1K
$3.92M
|
|
Oct 20, 2022
Q3 2022
|
James Hambro & Partners
|
BUY
|
- |
4.28K+ 4.16% |
$647K - $720K
|
107K
$26.2M
|
|
Feb 08, 2023
Q3 2022
|
Wealth Spring Partners, LLC
Long Beach, CA |
BUY
|
- |
4.27KNew |
$645K - $718K
|
4.27K
$1.04M
|
|
Nov 10, 2022
Q3 2022
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
4.21K+ 8.3% |
$636K - $708K
|
54.9K
$13.4M
|
|
Nov 09, 2022
Q3 2022
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
4.1K+ 10.11% |
$619K - $689K
|
44.6K
$10.9M
|
|
Oct 18, 2022
Q3 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.06KNew |
$614K - $683K
|
4.06K
$990K
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.05K+ 6.02% |
$613K - $682K
|
71.3K
$17.4M
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
4.04K+ 30.49% |
$611K - $680K
|
17.3K
$4.22M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.98KNew |
$602K - $670K
|
3.98K
$971K
|
|
Nov 02, 2022
Q3 2022
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
3.91K+ 80.89% |
$592K - $658K
|
8.75K
$2.13M
|
|
Feb 17, 2023
Q3 2022
|
Old National Bancorp
|
BUY
|
- |
3.91K+ 23.81% |
$591K - $658K
|
20.3K
$4.96M
|
|
Nov 14, 2022
Q3 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
3.9K+ 281.39% |
$590K - $656K
|
5.29K
$1.29M
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3.88K+ 30.91% |
$586K - $652K
|
16.4K
$4M
|
|
Nov 14, 2022
Q3 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
3.86K+ 18.32% |
$584K - $650K
|
24.9K
$6.08M
|
|
Nov 01, 2022
Q3 2022
|
Muhlenkamp & CO Inc
|
BUY
|
- |
3.84K+ 26.22% |
$581K - $646K
|
18.5K
$4.51M
|
|
Nov 14, 2022
Q3 2022
|
Point72 Hong Kong LTD
Hong Kong, K3 |
BUY
|
- |
3.83KNew |
$579K - $644K
|
3.83K
$934K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.73KNew |
$564K - $628K
|
3.73K
$910K
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
BUY
|
- |
3.72K+ 224.5% |
$563K - $626K
|
5.38K
$1.31M
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.7K+ 113.2% |
$559K - $622K
|
6.96K
$1.7M
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.7K+ 113.2% |
$559K - $622K
|
6.96K
$1.7M
|
|
Nov 08, 2022
Q3 2022
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
3.66K+ 11.04% |
$554K - $617K
|
36.9K
$8.99M
|
|
Nov 15, 2022
Q3 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.66K+ 3.14% |
$553K - $616K
|
120K
$29.4M
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.63K+ 7.84% |
$549K - $610K
|
49.9K
$12.2M
|
|
Nov 14, 2022
Q3 2022
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
3.6KNew |
$544K - $606K
|
3.6K
$878K
|