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 11, 2023
Q3 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
1.61K+ 4.83% |
$275K - $295K
|
34.8K
$8.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
1.59K+ 1.96% |
$272K - $291K
|
82.6K
$20.2M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.58KNew |
$270K - $290K
|
1.58K
$386K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.57K+ 633.87% |
$270K - $289K
|
1.82K
$445K
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.57K+ 101.1% |
$269K - $288K
|
3.12K
$763K
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.57K+ 13.13% |
$268K - $288K
|
13.5K
$3.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
1.56KNew |
$268K - $287K
|
1.56K
$382K
|
|
|
Nov 14, 2023
Q3 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
1.55KNew |
$266K - $285K
|
1.55K
$379K
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
1.51KNew |
$258K - $277K
|
1.51K
$368K
|
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.48K+ 2.19% |
$254K - $273K
|
69.3K
$16.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
1.47K+ 15.8% |
$252K - $270K
|
10.8K
$2.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
1.45K+ 34.31% |
$248K - $266K
|
5.67K
$1.39M
|
|
|
Nov 07, 2023
Q3 2023
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
1.41K+ 1.2% |
$242K - $259K
|
119K
$29M
|
|
|
Oct 25, 2023
Q3 2023
|
Spectrum Wealth Advisory Group, LLC
|
BUY
|
- |
1.41KNew |
$241K - $258K
|
1.41K
$344K
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
1.4KNew |
$240K - $257K
|
1.4K
$342K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
1.39KNew |
$238K - $255K
|
1.39K
$340K
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.38K+ 8.79% |
$236K - $253K
|
17K
$4.17M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.38K+ 8.79% |
$236K - $253K
|
17K
$4.17M
|
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
1.37K+ 76.1% |
$234K - $251K
|
3.16K
$773K
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.36K+ 11.95% |
$232K - $249K
|
12.7K
$3.11M
|
|
|
Oct 27, 2023
Q3 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1.3K+ 5.06% |
$223K - $238K
|
26.9K
$6.59M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.29KNew |
$220K - $236K
|
1.29K
$314K
|
|
|
Nov 06, 2023
Q3 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.28K+ 18.26% |
$220K - $236K
|
8.32K
$2.03M
|
|
|
Nov 01, 2023
Q3 2023
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
1.28KNew |
$220K - $235K
|
1.28K
$314K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.27K+ 52.09% |
$218K - $234K
|
3.72K
$910K
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.26K+ 1.94% |
$217K - $232K
|
66.3K
$16.2M
|
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.24K+ 9.54% |
$212K - $227K
|
14.2K
$3.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.24K+ 86.0% |
$212K - $227K
|
2.67K
$653K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.23K+ 5.38% |
$211K - $226K
|
24.1K
$5.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.23K+ 0.23% |
$210K - $225K
|
535K
$131M
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.22K+ 30.08% |
$209K - $224K
|
5.28K
$1.29M
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.22KNew |
$209K - $224K
|
1.22K
$298K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.2KNew |
$206K - $221K
|
1.2K
$294K
|
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.2K+ 9.3% |
$206K - $220K
|
14.1K
$3.45M
|
|
|
Nov 14, 2023
Q3 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
1.2K+ 8.96% |
$205K - $220K
|
14.5K
$3.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.18K+ 64.39% |
$202K - $217K
|
3.02K
$738K
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
BUY
|
- |
1.14K+ 7.02% |
$195K - $209K
|
17.3K
$4.24M
|
|
|
Oct 31, 2023
Q3 2023
|
Montis Financial, LLC
|
BUY
|
- |
1.12K+ 11.74% |
$192K - $206K
|
10.7K
$2.61M
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.11K+ 17.47% |
$191K - $205K
|
7.49K
$1.83M
|
|
|
Oct 26, 2023
Q3 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.11K+ 1.25% |
$190K - $204K
|
90.1K
$22M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.11KNew |
$189K - $203K
|
1.11K
$270K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.1K+ 1.54% |
$189K - $203K
|
72.6K
$17.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.1K+ 3.48% |
$189K - $202K
|
32.8K
$8.02M
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
1.09K+ 88.79% |
$187K - $201K
|
2.32K
$568K
|
|
|
Nov 14, 2023
Q3 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
1.07K+ 6.43% |
$183K - $196K
|
17.6K
$4.31M
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.06K+ 81.96% |
$182K - $195K
|
2.36K
$577K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.04K+ 3.73% |
$179K - $192K
|
29K
$7.09M
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
1.04K+ 1038.0% |
$178K - $191K
|
1.14K
$278K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.04K+ 1.21% |
$178K - $190K
|
86.8K
$21.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.01KNew |
$174K - $186K
|
1.01K
$248K
|