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 14, 2023
Q3 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
250+ 5.59% |
$42.9K - $45.9K
|
4.72K
$1.16M
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
249+ 6.04% |
$42.7K - $45.7K
|
4.37K
$1.07M
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
248+ 2.09% |
$42.5K - $45.6K
|
12.1K
$2.97M
|
|
Nov 01, 2023
Q3 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
248+ 0.97% |
$42.5K - $45.6K
|
25.8K
$6.31M
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
244+ 14.88% |
$41.8K - $44.8K
|
1.88K
$461K
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
243+ 5.48% |
$41.7K - $44.6K
|
4.68K
$1.15M
|
|
Oct 05, 2023
Q3 2023
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
240+ 8.57% |
$41.1K - $44.1K
|
3.04K
$743K
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
233+ 9.16% |
$39.9K - $42.8K
|
2.78K
$679K
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
230+ 1.12% |
$39.4K - $42.2K
|
20.8K
$5.08M
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
226New |
$38.7K - $41.5K
|
226
$55.3K
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
225+ 17.89% |
$38.6K - $41.3K
|
1.48K
$363K
|
|
Dec 06, 2023
Q3 2023
|
Muhlenkamp & CO Inc
|
BUY
|
- |
225+ 1.22% |
$38.6K - $41.3K
|
18.7K
$4.58M
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
223+ 8.05% |
$38.2K - $41K
|
2.99K
$732K
|
|
Oct 19, 2023
Q3 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
219+ 7.07% |
$37.5K - $40.2K
|
3.32K
$811K
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
215+ 13.94% |
$36.9K - $39.5K
|
1.76K
$430K
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
200+ 0.57% |
$34.3K - $36.7K
|
35.5K
$8.68M
|
|
Oct 30, 2023
Q3 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
200+ 1.23% |
$34.3K - $36.7K
|
16.5K
$4.02M
|
|
Nov 03, 2023
Q3 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
200+ 16.04% |
$34.3K - $36.7K
|
1.45K
$354K
|
|
Nov 01, 2023
Q3 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
198+ 0.8% |
$33.9K - $36.4K
|
24.9K
$6.09M
|
|
Nov 08, 2023
Q3 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
198New |
$33.9K - $36.4K
|
198
$48.4K
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
196+ 6.5% |
$33.6K - $36K
|
3.21K
$786K
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
195+ 6.01% |
$33.4K - $35.8K
|
3.44K
$842K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
189+ 3.65% |
$32.4K - $34.7K
|
5.37K
$1.31M
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
186+ 9.15% |
$31.9K - $34.2K
|
2.22K
$543K
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
183+ 12.56% |
$31.4K - $33.6K
|
1.64K
$401K
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
181+ 3.22% |
$31K - $33.2K
|
5.79K
$1.42M
|
|
Oct 23, 2023
Q3 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
180+ 9.73% |
$30.9K - $33.1K
|
2.03K
$497K
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
172+ 12.91% |
$29.5K - $31.6K
|
1.5K
$368K
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
BUY
|
- |
168+ 7.57% |
$28.8K - $30.9K
|
2.39K
$584K
|
|
Nov 07, 2023
Q3 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
168+ 8.91% |
$28.8K - $30.9K
|
2.05K
$502K
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
167+ 11.86% |
$28.6K - $30.7K
|
1.58K
$385K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
160+ 0.25% |
$27.4K - $29.4K
|
63.4K
$15.5M
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
160+ 6.29% |
$27.4K - $29.4K
|
2.71K
$662K
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
158+ 4.83% |
$27.1K - $29K
|
3.43K
$840K
|
|
Dec 04, 2023
Q3 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
154+ 117.56% |
$26.4K - $28.3K
|
285
$69.7K
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
153+ 9.06% |
$26.2K - $28.1K
|
1.84K
$450K
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
153+ 1.91% |
$26.2K - $28.1K
|
8.16K
$2M
|
|
Oct 16, 2023
Q3 2023
|
Refined Wealth Management
|
BUY
|
- |
153+ 0.45% |
$26.2K - $28.1K
|
34.2K
$8.36M
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
151+ 0.98% |
$25.9K - $27.7K
|
15.5K
$3.79M
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
150+ 4.18% |
$25.7K - $27.6K
|
3.74K
$915K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
150+ 1.34% |
$25.7K - $27.6K
|
11.4K
$2.78M
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
148+ 8.96% |
$25.4K - $27.2K
|
1.8K
$440K
|
|
Oct 16, 2023
Q3 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
147+ 0.79% |
$25.2K - $27K
|
18.8K
$4.59M
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
147+ 5.41% |
$25.2K - $27K
|
2.87K
$701K
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
147+ 1.52% |
$25.2K - $27K
|
9.79K
$2.4M
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
146+ 2.73% |
$25K - $26.8K
|
5.5K
$1.34M
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
144+ 0.94% |
$24.7K - $26.4K
|
15.4K
$3.77M
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
143+ 0.39% |
$24.5K - $26.3K
|
36.6K
$8.95M
|
|
Nov 03, 2023
Q3 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
142+ 2.14% |
$24.3K - $26.1K
|
6.78K
$1.66M
|
|
Nov 07, 2023
Q3 2023
|
Johnson Midwest Financial, LLC
|
BUY
|
- |
140+ 350.0% |
$24K - $25.7K
|
180
$44K
|