Purchases and Sales Made in Q3 2023 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q3 2023. 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 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
BUY
|
- |
138+ 9.47% |
$23.7K - $25.3K
|
1.6K
$390K
|
|
Oct 31, 2023
Q3 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
136+ 3.09% |
$23.3K - $25K
|
4.54K
$1.11M
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
135+ 0.47% |
$23.1K - $24.8K
|
28.7K
$7.02M
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
133+ 10.56% |
$22.8K - $24.4K
|
1.39K
$341K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
131New |
$22.5K - $24.1K
|
131
$32K
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
BUY
|
- |
128+ 1.07% |
$21.9K - $23.5K
|
12K
$2.94M
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
123+ 8.99% |
$21.1K - $22.6K
|
1.49K
$365K
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
120+ 7.79% |
$20.6K - $22K
|
1.66K
$406K
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
116+ 28.86% |
$19.9K - $21.3K
|
518
$127K
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
115+ 2.55% |
$19.7K - $21.1K
|
4.63K
$1.13M
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
115+ 1.11% |
$19.7K - $21.1K
|
10.4K
$2.55M
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
115+ 39.52% |
$19.7K - $21.1K
|
406
$99.3K
|
|
Oct 11, 2023
Q3 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
112+ 3.58% |
$19.2K - $20.6K
|
3.24K
$793K
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
107+ 0.92% |
$18.3K - $19.7K
|
11.7K
$2.87M
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
106+ 2.58% |
$18.2K - $19.5K
|
4.22K
$1.03M
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
104+ 3.26% |
$17.8K - $19.1K
|
3.3K
$806K
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
103+ 3.55% |
$17.7K - $18.9K
|
3K
$735K
|
|
Oct 10, 2023
Q3 2023
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
100+ 2.93% |
$17.1K - $18.4K
|
3.52K
$860K
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
100+ 1.86% |
$17.1K - $18.4K
|
5.48K
$1.34M
|
|
Oct 10, 2023
Q3 2023
|
Rye Brook Capital LLC
|
BUY
|
- |
100+ 0.35% |
$17.1K - $18.4K
|
28.5K
$6.98M
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
100+ 2.73% |
$17.1K - $18.4K
|
3.76K
$920K
|
|
Nov 14, 2023
Q3 2023
|
Petix & Botte CO
|
BUY
|
- |
100+ 2.93% |
$17.1K - $18.4K
|
3.51K
$859K
|
|
Nov 02, 2023
Q3 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
98+ 1.46% |
$16.8K - $18K
|
6.8K
$1.66M
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
BUY
|
- |
95+ 2.52% |
$16.3K - $17.4K
|
3.87K
$947K
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
87+ 3.09% |
$14.9K - $16K
|
2.9K
$710K
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
87+ 0.96% |
$14.9K - $16K
|
9.12K
$2.23M
|
|
Oct 26, 2023
Q3 2023
|
Mathes Company, Inc.
|
BUY
|
- |
85+ 6.3% |
$14.6K - $15.6K
|
1.44K
$351K
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
82+ 10.7% |
$14.1K - $15.1K
|
848
$207K
|
|
Nov 08, 2023
Q3 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
80+ 6.02% |
$13.7K - $14.7K
|
1.41K
$344K
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
75+ 166.67% |
$12.9K - $13.8K
|
120
$29.4K
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
75+ 3.67% |
$12.9K - $13.8K
|
2.12K
$519K
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
75+ 2.63% |
$12.9K - $13.8K
|
2.93K
$716K
|
|
Nov 13, 2023
Q3 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
75+ 0.96% |
$12.9K - $13.8K
|
7.87K
$1.93M
|
|
Nov 15, 2023
Q3 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
75+ 5.52% |
$12.9K - $13.8K
|
1.43K
$351K
|
|
Oct 13, 2023
Q3 2023
|
Weaver Consulting Group
|
BUY
|
- |
73+ 0.75% |
$12.5K - $13.4K
|
9.8K
$2.4M
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
73+ 0.4% |
$12.5K - $13.4K
|
18.3K
$4.48M
|
|
Nov 14, 2023
Q3 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
70+ 2.28% |
$12K - $12.9K
|
3.14K
$769K
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
70+ 0.63% |
$12K - $12.9K
|
11.1K
$2.72M
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
70+ 0.35% |
$12K - $12.9K
|
19.8K
$4.85M
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
70New |
$12K - $12.9K
|
70
$17.1K
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
66+ 3.23% |
$11.3K - $12.1K
|
2.11K
$516K
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
65+ 0.26% |
$11.1K - $11.9K
|
25.3K
$6.2M
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
65+ 3.73% |
$11.1K - $11.9K
|
1.81K
$442K
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
65+ 1.73% |
$11.1K - $11.9K
|
3.82K
$934K
|
|
Nov 13, 2023
Q3 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
65+ 4.17% |
$11.1K - $11.9K
|
1.63K
$398K
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
60+ 2.59% |
$10.3K - $11K
|
2.38K
$581K
|
|
Oct 25, 2023
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
58+ 0.3% |
$9.94K - $10.7K
|
19.6K
$4.8M
|
|
Nov 14, 2023
Q3 2023
|
Patrick Mauro Investment Advisor, Inc.
Oak Brook, IL |
BUY
|
- |
58+ 0.46% |
$9.94K - $10.7K
|
12.8K
$3.13M
|
|
Apr 22, 2024
Q3 2023
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
58+ 0.3% |
$9.94K - $10.7K
|
19.6K
$4.8M
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
57+ 0.95% |
$9.77K - $10.5K
|
6.08K
$1.49M
|