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 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
BUY
|
- |
3.33K+ 12.51% |
$570K - $611K
|
29.9K
$7.73M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.21K+ 3.81% |
$550K - $589K
|
87.4K
$22.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
3.21K+ 11.36% |
$550K - $589K
|
31.5K
$8.13M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.04KNew |
$521K - $559K
|
3.04K
$786K
|
|
|
Nov 03, 2023
Q3 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
3.03K+ 10.87% |
$520K - $557K
|
30.9K
$8M
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
3.01K+ 242.79% |
$517K - $553K
|
4.25K
$1.1M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
3K+ 97.34% |
$514K - $551K
|
6.08K
$1.57M
|
|
|
Nov 07, 2023
Q3 2023
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
3K+ 23.72% |
$514K - $551K
|
15.6K
$4.05M
|
|
|
Oct 25, 2023
Q3 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.97K+ 28.91% |
$509K - $545K
|
13.2K
$3.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
2.89K+ 5.03% |
$495K - $531K
|
60.4K
$15.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.82K+ 17.55% |
$484K - $519K
|
18.9K
$4.89M
|
|
|
Nov 14, 2023
Q3 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
2.8K+ 5.31% |
$480K - $515K
|
55.6K
$14.4M
|
|
|
Oct 13, 2023
Q3 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
2.79K+ 23.2% |
$478K - $512K
|
14.8K
$3.83M
|
|
|
Oct 30, 2023
Q3 2023
|
Strategic Investment Management, LLC
|
BUY
|
- |
2.74K+ 3.89% |
$470K - $503K
|
73.2K
$18.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Shariaportfolio, Inc.
Lake Mary, FL |
BUY
|
- |
2.72KNew |
$467K - $500K
|
2.72K
$704K
|
|
|
Nov 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
2.63K+ 4.7% |
$450K - $482K
|
58.5K
$15.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.61K+ 1.78% |
$448K - $480K
|
150K
$38.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
2.57K+ 9.03% |
$441K - $472K
|
31.1K
$8.03M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
2.56K+ 33.73% |
$439K - $470K
|
10.1K
$2.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.49K+ 5.11% |
$428K - $458K
|
51.3K
$13.3M
|
|
|
Sep 30, 2024
Q3 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
2.41K+ 40.75% |
$413K - $442K
|
8.32K
$2.15M
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
2.4K+ 8.21% |
$411K - $440K
|
31.6K
$8.16M
|
|
|
Nov 06, 2023
Q3 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
2.37K+ 4.33% |
$406K - $435K
|
57.1K
$14.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.32K+ 43.74% |
$398K - $426K
|
7.63K
$1.97M
|
|
|
Oct 26, 2023
Q3 2023
|
Xr Securities LLC
|
BUY
|
- |
2.25KNew |
$386K - $413K
|
2.25K
$582K
|
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
2.25K+ 5.01% |
$386K - $413K
|
47.1K
$12.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
2.19K+ 93.71% |
$375K - $402K
|
4.53K
$1.17M
|
|
|
Nov 14, 2023
Q3 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
2.18K+ 78.65% |
$374K - $401K
|
4.96K
$1.28M
|
|
|
Nov 15, 2023
Q3 2023
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
2.18KNew |
$373K - $400K
|
2.18K
$563K
|
|
|
Oct 26, 2023
Q3 2023
|
Gratus Capital LLC
|
BUY
|
- |
2.16KNew |
$369K - $396K
|
2.16K
$557K
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
2.14K+ 27.8% |
$367K - $393K
|
9.84K
$2.55M
|
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
2.1KNew |
$359K - $385K
|
2.1K
$542K
|
|
|
Oct 31, 2023
Q3 2023
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
2.09KNew |
$358K - $384K
|
2.09K
$540K
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
2.08K+ 120.27% |
$356K - $381K
|
3.8K
$984K
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
2.05KNew |
$351K - $377K
|
2.05K
$530K
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.03K+ 41.81% |
$348K - $373K
|
6.89K
$1.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
2K+ 31.33% |
$344K - $368K
|
8.4K
$2.17M
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
1.95K+ 11.71% |
$333K - $357K
|
18.6K
$4.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.9K+ 4.23% |
$326K - $349K
|
46.8K
$12.1M
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.89KNew |
$324K - $347K
|
1.89K
$488K
|
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.89K+ 2.21% |
$323K - $346K
|
87.1K
$22.5M
|
|
|
Nov 16, 2023
Q3 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.87KNew |
$321K - $343K
|
1.87K
$484K
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
1.81K+ 1.39% |
$310K - $332K
|
132K
$34M
|
|
|
Nov 14, 2023
Q3 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
1.8KNew |
$309K - $331K
|
1.8K
$465K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.8KNew |
$308K - $330K
|
1.8K
$464K
|
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
1.76K+ 37.92% |
$302K - $324K
|
6.41K
$1.66M
|
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
1.75K+ 2.12% |
$301K - $322K
|
84.7K
$21.9M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
BUY
|
- |
1.7K+ 2.32% |
$291K - $312K
|
74.8K
$19.3M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.68KNew |
$287K - $308K
|
1.68K
$433K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
BUY
|
- |
1.67K+ 5.94% |
$285K - $306K
|
29.7K
$7.68M
|