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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-848- 2.15% |
$145K - $156K
|
38.7K
$9.54M
|
|
|
Nov 21, 2023
Q3 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-851- 2.83% |
$146K - $156K
|
29.2K
$7.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
SELL
|
- |
-855- 0.13% |
$147K - $157K
|
669K
$165M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-867- 22.93% |
$149K - $159K
|
2.91K
$719K
|
|
|
Nov 09, 2023
Q3 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-871- 3.54% |
$149K - $160K
|
23.7K
$5.86M
|
|
|
Nov 09, 2023
Q3 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-877- 4.48% |
$150K - $161K
|
18.7K
$4.61M
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-878- 42.44% |
$151K - $161K
|
1.19K
$294K
|
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-879- 8.18% |
$151K - $161K
|
9.87K
$2.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-881- 4.79% |
$151K - $162K
|
17.5K
$4.32M
|
|
|
Oct 23, 2023
Q3 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-899- 24.44% |
$154K - $165K
|
2.78K
$685K
|
|
|
Nov 14, 2023
Q3 2023
|
Amundi
Paris, I0 |
SELL
|
- |
-900- 52.17% |
$154K - $165K
|
825
$203K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-902- 36.25% |
$155K - $166K
|
1.59K
$391K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-905- 0.8% |
$155K - $166K
|
112K
$27.6M
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-915- 12.85% |
$157K - $168K
|
6.21K
$1.53M
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-916- 6.67% |
$157K - $168K
|
12.8K
$3.16M
|
|
|
Nov 03, 2023
Q3 2023
|
D.B. Root & Company, LLC
|
SELL
|
- |
-917- 7.28% |
$157K - $168K
|
11.7K
$2.88M
|
|
|
Nov 07, 2023
Q3 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-918- 3.96% |
$157K - $169K
|
22.3K
$5.49M
|
|
|
Nov 03, 2023
Q3 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-919- 20.55% |
$158K - $169K
|
3.55K
$877K
|
|
|
Nov 01, 2023
Q3 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-925- 16.39% |
$159K - $170K
|
4.72K
$1.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-941- 2.91% |
$161K - $173K
|
31.3K
$7.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-945- 34.3% |
$162K - $174K
|
1.81K
$446K
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-949- 0.94% |
$163K - $174K
|
99.7K
$24.6M
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-953- 12.47% |
$163K - $175K
|
6.69K
$1.65M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-962- 6.96% |
$165K - $177K
|
12.9K
$3.17M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-975- 23.72% |
$167K - $179K
|
3.14K
$773K
|
|
|
Nov 13, 2023
Q3 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-999- 0.71% |
$171K - $183K
|
140K
$34.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Schwartz Investment Counsel Inc
Plymouth, MI |
SELL
|
- |
-1K- 3.95% |
$171K - $184K
|
24.3K
$6M
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1K- 37.37% |
$171K - $184K
|
1.68K
$413K
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-1K- 45.02% |
$171K - $184K
|
1.22K
$301K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.03K- 12.52% |
$176K - $188K
|
7.16K
$1.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
SELL
|
- |
-1.03K- 4.18% |
$177K - $189K
|
23.7K
$5.84M
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.04K- 19.52% |
$178K - $190K
|
4.27K
$1.05M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.04K- 6.88% |
$178K - $191K
|
14.1K
$3.47M
|
|
|
Oct 05, 2023
Q3 2023
|
Sarasin & Partners LLP
|
SELL
|
- |
-1.04K- 1.33% |
$178K - $191K
|
77.1K
$19M
|
|
|
Oct 24, 2023
Q3 2023
|
James Hambro & Partners
|
SELL
|
- |
-1.1K- 1.03% |
$189K - $202K
|
105K
$26M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.1K- 34.98% |
$189K - $202K
|
2.05K
$504K
|
|
|
Oct 10, 2023
Q3 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-1.1K- 2.63% |
$189K - $202K
|
40.9K
$10.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.1K- 17.68% |
$189K - $203K
|
5.14K
$1.27M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.1K- 1.81% |
$189K - $203K
|
59.8K
$14.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-1.13K- 1.0% |
$194K - $208K
|
112K
$27.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-1.14K- 9.82% |
$195K - $208K
|
10.4K
$2.57M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.14K- 43.8% |
$196K - $210K
|
1.47K
$362K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.15K- 2.74% |
$196K - $210K
|
40.7K
$10M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.18K- 8.43% |
$203K - $217K
|
12.8K
$3.17M
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-1.19K- 5.77% |
$204K - $219K
|
19.4K
$4.79M
|
|
|
Oct 25, 2023
Q3 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.2K- 7.56% |
$206K - $220K
|
14.7K
$3.62M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.22K- 15.11% |
$209K - $224K
|
6.85K
$1.69M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
SELL
|
- |
-1.22K- 2.6% |
$210K - $225K
|
45.9K
$11.3M
|
|
|
Nov 09, 2023
Q3 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-1.25K- 39.12% |
$214K - $230K
|
1.95K
$480K
|
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-1.26K- 2.19% |
$216K - $232K
|
56.2K
$13.9M
|