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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-84- 0.25% |
$14.4K - $15.4K
|
33K
$8.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-84- 31.82% |
$14.4K - $15.4K
|
180
$45K
|
|
|
Nov 13, 2023
Q3 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-85- 6.14% |
$14.6K - $15.6K
|
1.3K
$325K
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Spring Partners, LLC
Long Beach, CA |
SELL
|
- |
-86- 1.93% |
$14.7K - $15.8K
|
4.38K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
SELL
|
- |
-86- 0.36% |
$14.7K - $15.8K
|
24.1K
$6.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-88- 2.34% |
$15.1K - $16.2K
|
3.68K
$918K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-90- 5.24% |
$15.4K - $16.5K
|
1.63K
$407K
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-90- 0.62% |
$15.4K - $16.5K
|
14.4K
$3.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-90- 1.35% |
$15.4K - $16.5K
|
6.59K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-90- 2.78% |
$15.4K - $16.5K
|
3.15K
$787K
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
SELL
|
- |
-93- 0.79% |
$15.9K - $17.1K
|
11.7K
$2.93M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-93- 6.94% |
$15.9K - $17.1K
|
1.25K
$312K
|
|
|
Oct 24, 2023
Q3 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-94- 1.72% |
$16.1K - $17.3K
|
5.37K
$1.34M
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-95- 0.51% |
$16.3K - $17.4K
|
18.5K
$4.62M
|
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-100- 3.68% |
$17.1K - $18.4K
|
2.62K
$654K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-100- 8.44% |
$17.1K - $18.4K
|
1.09K
$271K
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-100- 3.55% |
$17.1K - $18.4K
|
2.72K
$680K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-100- 4.47% |
$17.1K - $18.4K
|
2.14K
$533K
|
|
|
Oct 19, 2023
Q3 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-100- 4.76% |
$17.1K - $18.4K
|
2K
$500K
|
|
|
Oct 31, 2023
Q3 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-100- 0.68% |
$17.1K - $18.4K
|
14.5K
$3.62M
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-100- 5.78% |
$17.1K - $18.4K
|
1.63K
$407K
|
|
|
Nov 03, 2023
Q3 2023
|
Diligent Investors, LLC
|
SELL
|
- |
-100- 4.71% |
$17.1K - $18.4K
|
2.02K
$505K
|
|
|
Nov 07, 2023
Q3 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-100- 2.46% |
$17.1K - $18.4K
|
3.96K
$990K
|
|
|
Nov 09, 2023
Q3 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-100- 1.6% |
$17.1K - $18.4K
|
6.15K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-100- 0.59% |
$17.1K - $18.4K
|
16.9K
$4.23M
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-100- 5.78% |
$17.1K - $18.4K
|
1.63K
$407K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-104- 0.41% |
$17.8K - $19.1K
|
25.4K
$6.34M
|
|
|
Nov 13, 2023
Q3 2023
|
Smart Money Group LLC
|
SELL
|
- |
-104- 0.75% |
$17.8K - $19.1K
|
13.7K
$3.42M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-105- 0.52% |
$18K - $19.3K
|
20K
$5.01M
|
|
|
Oct 31, 2023
Q3 2023
|
5th Street Advisors, LLC
|
SELL
|
- |
-107- 0.35% |
$18.3K - $19.7K
|
30.1K
$7.51M
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-108- 7.57% |
$18.5K - $19.8K
|
1.32K
$329K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-109- 4.29% |
$18.7K - $20K
|
2.43K
$607K
|
|
|
Nov 07, 2023
Q3 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-109- 0.32% |
$18.7K - $20K
|
34.3K
$8.56M
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-110- 5.64% |
$18.9K - $20.2K
|
1.84K
$460K
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-112- 2.86% |
$19.2K - $20.6K
|
3.8K
$949K
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-113- 1.15% |
$19.4K - $20.8K
|
9.68K
$2.42M
|
|
|
Oct 20, 2023
Q3 2023
|
Highview Capital Management LLC
|
SELL
|
- |
-117- 0.33% |
$20.1K - $21.5K
|
35.6K
$8.9M
|
|
|
Nov 13, 2023
Q3 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-119- 6.7% |
$20.4K - $21.9K
|
1.66K
$414K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-121- 10.2% |
$20.7K - $22.2K
|
1.07K
$266K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-122- 10.5% |
$20.9K - $22.4K
|
1.04K
$260K
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-123- 2.7% |
$21.1K - $22.6K
|
4.44K
$1.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
SELL
|
- |
-127- 7.54% |
$21.8K - $23.3K
|
1.56K
$389K
|
|
|
Oct 19, 2023
Q3 2023
|
Benin Management Corp
|
SELL
|
- |
-130- 1.86% |
$22.3K - $23.9K
|
6.86K
$1.71M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-134- 24.14% |
$23K - $24.6K
|
421
$105K
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-134- 2.0% |
$23K - $24.6K
|
6.56K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-134- 7.0% |
$23K - $24.6K
|
1.78K
$444K
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-137- 0.6% |
$23.5K - $25.2K
|
22.8K
$5.69M
|
|
|
Nov 15, 2023
Q3 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-139- 6.3% |
$23.8K - $25.5K
|
2.07K
$516K
|
|
|
Oct 13, 2023
Q3 2023
|
Edge Wealth Management LLC
|
SELL
|
- |
-140- 7.48% |
$24K - $25.7K
|
1.73K
$433K
|
|
|
Oct 20, 2023
Q3 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-140- 1.57% |
$24K - $25.7K
|
8.75K
$2.19M
|