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 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2K- 3.46% |
$343K - $368K
|
55.8K
$13.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-2.01K- 18.96% |
$344K - $368K
|
8.57K
$2.08M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.01K- 26.47% |
$345K - $370K
|
5.6K
$1.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
SELL
|
- |
-2.04K- 2.53% |
$350K - $375K
|
78.8K
$19.1M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.05K- 9.24% |
$352K - $377K
|
20.2K
$4.89M
|
|
|
Oct 26, 2023
Q3 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2.08K- 26.38% |
$356K - $381K
|
5.79K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-2.1K- 27.86% |
$361K - $386K
|
5.45K
$1.32M
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.11K- 6.44% |
$362K - $388K
|
30.7K
$7.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-2.13K- 29.14% |
$365K - $391K
|
5.18K
$1.26M
|
|
|
Oct 11, 2023
Q3 2023
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-2.14K- 25.75% |
$366K - $392K
|
6.16K
$1.49M
|
|
|
Oct 10, 2023
Q3 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-2.14K- 44.35% |
$367K - $394K
|
2.69K
$652K
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.14K- 4.04% |
$367K - $394K
|
51K
$12.4M
|
|
|
Oct 24, 2023
Q3 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-2.15K- 1.16% |
$368K - $394K
|
183K
$44.3M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-2.15K- 2.74% |
$368K - $394K
|
76.2K
$18.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
SELL
|
- |
-2.15K- 17.07% |
$368K - $395K
|
10.4K
$2.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-2.15K- 6.66% |
$369K - $395K
|
30.1K
$7.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.16K- 22.02% |
$371K - $397K
|
7.66K
$1.86M
|
|
|
Oct 12, 2023
Q3 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-2.18K- 5.39% |
$373K - $399K
|
38.2K
$9.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-2.2K- 37.29% |
$377K - $404K
|
3.7K
$897K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.29K- 13.16% |
$392K - $420K
|
15.1K
$3.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-2.3K- 1.09% |
$394K - $422K
|
208K
$50.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-2.32K- 26.16% |
$397K - $425K
|
6.54K
$1.58M
|
|
|
Nov 08, 2023
Q3 2023
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-2.39K- 2.56% |
$410K - $440K
|
91.1K
$22.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-2.41K- 15.32% |
$413K - $442K
|
13.3K
$3.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.43K- 30.28% |
$416K - $446K
|
5.59K
$1.35M
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-2.45K- 3.39% |
$420K - $450K
|
69.7K
$16.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.49K- 58.03% |
$427K - $458K
|
1.8K
$437K
|
|
|
Oct 18, 2023
Q3 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-2.56K- 7.44% |
$438K - $470K
|
31.8K
$7.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.58K- 27.33% |
$442K - $473K
|
6.85K
$1.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.58K- 16.97% |
$442K - $474K
|
12.6K
$3.06M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-2.64K- 88.31% |
$453K - $485K
|
350
$84.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.67K- 30.52% |
$458K - $491K
|
6.08K
$1.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-2.71K- 3.42% |
$465K - $498K
|
76.6K
$18.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-2.72K- 50.37% |
$466K - $499K
|
2.68K
$649K
|
|
|
Nov 07, 2023
Q3 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-2.73K- 7.55% |
$469K - $502K
|
33.5K
$8.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.74K- 1.4% |
$470K - $503K
|
193K
$46.9M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.76K- 37.55% |
$472K - $506K
|
4.58K
$1.11M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-2.78K- 50.41% |
$477K - $511K
|
2.74K
$664K
|
|
|
Nov 14, 2023
Q3 2023
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-2.8K- 12.73% |
$480K - $514K
|
19.2K
$4.66M
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-2.81K- 7.02% |
$481K - $515K
|
37.2K
$9.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Alpha Square Group S, LLC
New York, NY |
SELL
|
- |
-2.82K- 41.32% |
$483K - $517K
|
4K
$970K
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.84K- 29.98% |
$487K - $522K
|
6.63K
$1.61M
|
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.88K- 7.7% |
$493K - $528K
|
34.5K
$8.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-2.89K- 0.5% |
$495K - $530K
|
571K
$138M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.9K- 4.14% |
$498K - $533K
|
67.2K
$16.3M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-2.96K- 55.31% |
$508K - $544K
|
2.39K
$580K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.05K- 25.0% |
$523K - $560K
|
9.15K
$2.22M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-3.07K- 20.42% |
$525K - $563K
|
11.9K
$2.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-3.17K- 15.26% |
$544K - $582K
|
17.6K
$4.27M
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-3.18K- 4.34% |
$545K - $584K
|
70K
$17M
|