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 19, 2023
Q3 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-589- 9.43% |
$101K - $108K
|
5.66K
$1.4M
|
|
Nov 09, 2023
Q3 2023
|
R.P. Boggs & Co.
|
SELL
|
- |
-589- 1.09% |
$101K - $108K
|
53.5K
$13.2M
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-596- 8.25% |
$102K - $109K
|
6.62K
$1.63M
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-597- 10.64% |
$102K - $110K
|
5.01K
$1.24M
|
|
Oct 17, 2023
Q3 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-600- 3.49% |
$103K - $110K
|
16.6K
$4.09M
|
|
Oct 26, 2023
Q3 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-600- 31.75% |
$103K - $110K
|
1.29K
$318K
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-600- 17.8% |
$103K - $110K
|
2.77K
$683K
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-608- 9.21% |
$104K - $112K
|
5.99K
$1.48M
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-610- 0.87% |
$105K - $112K
|
69.6K
$17.2M
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-622- 6.05% |
$107K - $114K
|
9.67K
$2.38M
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-626- 0.61% |
$107K - $115K
|
101K
$25M
|
|
Nov 13, 2023
Q3 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-634- 4.83% |
$109K - $116K
|
12.5K
$3.08M
|
|
Oct 23, 2023
Q3 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-650- 5.32% |
$111K - $119K
|
11.6K
$2.85M
|
|
Nov 08, 2023
Q3 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-650- 10.2% |
$111K - $119K
|
5.72K
$1.41M
|
|
Nov 13, 2023
Q3 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-650- 10.22% |
$111K - $119K
|
5.71K
$1.41M
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-665- 27.69% |
$114K - $122K
|
1.74K
$428K
|
|
Nov 03, 2023
Q3 2023
|
Hamel Associates, Inc.
|
SELL
|
- |
-665- 8.78% |
$114K - $122K
|
6.91K
$1.7M
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
SELL
|
- |
-670- 6.05% |
$115K - $123K
|
10.4K
$2.57M
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-673- 30.23% |
$115K - $124K
|
1.55K
$383K
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-674- 5.08% |
$116K - $124K
|
12.6K
$3.11M
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-703- 8.16% |
$121K - $129K
|
7.91K
$1.95M
|
|
Nov 06, 2023
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-705- 11.48% |
$121K - $129K
|
5.44K
$1.34M
|
|
Apr 25, 2024
Q3 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-705- 11.48% |
$121K - $129K
|
5.44K
$1.34M
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-711- 6.45% |
$122K - $131K
|
10.3K
$2.54M
|
|
Nov 14, 2023
Q3 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-715- 0.33% |
$123K - $131K
|
219K
$53.9M
|
|
Nov 02, 2023
Q3 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-719- 30.87% |
$123K - $132K
|
1.61K
$397K
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-721- 1.45% |
$124K - $132K
|
49K
$12.1M
|
|
Oct 16, 2023
Q3 2023
|
M. Kraus & CO
|
SELL
|
- |
-725- 18.69% |
$124K - $133K
|
3.16K
$778K
|
|
Nov 13, 2023
Q3 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-738- 3.3% |
$127K - $136K
|
21.6K
$5.34M
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
SELL
|
- |
-743- 12.84% |
$127K - $136K
|
5.05K
$1.24M
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-745- 4.34% |
$128K - $137K
|
16.4K
$4.05M
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-760- 2.86% |
$130K - $140K
|
25.9K
$6.38M
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-762- 3.38% |
$131K - $140K
|
21.8K
$5.37M
|
|
Oct 13, 2023
Q3 2023
|
Nvest Financial, LLC
|
SELL
|
- |
-766- 1.24% |
$131K - $141K
|
60.8K
$15M
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-773- 8.06% |
$133K - $142K
|
8.81K
$2.17M
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-779- 14.17% |
$134K - $143K
|
4.72K
$1.16M
|
|
Nov 14, 2023
Q3 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-780- 26.95% |
$134K - $143K
|
2.11K
$521K
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-782- 7.02% |
$134K - $144K
|
10.4K
$2.56M
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-785- 1.33% |
$135K - $144K
|
58.1K
$14.3M
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-789- 4.79% |
$135K - $145K
|
15.7K
$3.87M
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-793- 8.27% |
$136K - $146K
|
8.79K
$2.17M
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-799- 0.76% |
$137K - $147K
|
105K
$25.8M
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-800- 29.36% |
$137K - $147K
|
1.93K
$475K
|
|
Nov 13, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-800- 6.85% |
$137K - $147K
|
10.9K
$2.68M
|
|
Nov 13, 2023
Q3 2023
|
Gruss & Co., LLC
|
SELL
|
- |
-800- 9.09% |
$137K - $147K
|
8K
$1.97M
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-805- 10.59% |
$138K - $148K
|
6.8K
$1.68M
|
|
Nov 14, 2023
Q3 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-816- 0.33% |
$140K - $150K
|
244K
$60.1M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
SELL
|
- |
-824- 4.41% |
$141K - $151K
|
17.8K
$4.4M
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-834- 6.67% |
$143K - $153K
|
11.7K
$2.88M
|
|
Oct 20, 2023
Q3 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-841- 14.95% |
$144K - $154K
|
4.79K
$1.18M
|