Purchases and Sales Made in Q4 2021 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
610+ 21.86% |
$100K - $106K
|
3.4K
$850K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
600+ 20.34% |
$98.4K - $105K
|
3.55K
$887K
|
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
600+ 0.99% |
$98.4K - $105K
|
61K
$15.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
598New |
$98K - $104K
|
598
$149K
|
|
|
Jan 24, 2022
Q4 2021
|
Montis Financial, LLC
|
BUY
|
- |
598+ 4.13% |
$98K - $104K
|
15.1K
$3.77M
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
598+ 41.02% |
$98K - $104K
|
2.06K
$514K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
585+ 6.64% |
$95.9K - $102K
|
9.4K
$2.35M
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
576New |
$94.4K - $101K
|
576
$144K
|
|
|
Feb 14, 2022
Q4 2021
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
572+ 0.21% |
$93.8K - $99.8K
|
273K
$68.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
551+ 2.02% |
$90.3K - $96.1K
|
27.8K
$6.96M
|
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
550+ 3.37% |
$90.2K - $96K
|
16.9K
$4.21M
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
550New |
$90.2K - $96K
|
550
$137K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
550+ 5.85% |
$90.2K - $96K
|
9.95K
$2.49M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
542+ 34.35% |
$88.8K - $94.6K
|
2.12K
$530K
|
|
|
Feb 14, 2022
Q4 2021
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
524New |
$85.9K - $91.4K
|
524
$131K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
515New |
$84.4K - $89.9K
|
515
$129K
|
|
|
Jan 28, 2022
Q4 2021
|
Newport Capital Group, LLC
|
BUY
|
- |
515+ 7.99% |
$84.4K - $89.9K
|
6.96K
$1.74M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
515New |
$84.4K - $89.9K
|
515
$129K
|
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
513+ 7.17% |
$84.1K - $89.5K
|
7.66K
$1.91M
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
507+ 8.38% |
$83.1K - $88.5K
|
6.56K
$1.64M
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
507+ 29.75% |
$83.1K - $88.5K
|
2.21K
$552K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
501+ 1.79% |
$82.1K - $87.4K
|
28.5K
$7.11M
|
|
|
Jan 19, 2022
Q4 2021
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
498+ 2.08% |
$81.6K - $86.9K
|
24.4K
$6.11M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
495+ 32.89% |
$81.1K - $86.4K
|
2K
$500K
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
484+ 8.91% |
$79.3K - $84.5K
|
5.92K
$1.48M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
480+ 35.29% |
$78.7K - $83.8K
|
1.84K
$460K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
475New |
$77.9K - $82.9K
|
475
$119K
|
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
468+ 1.29% |
$76.7K - $81.7K
|
36.9K
$9.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Hamilton Wealth, LLC
|
BUY
|
- |
465+ 1.16% |
$76.2K - $81.1K
|
40.5K
$10.1M
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
BUY
|
- |
465+ 21.89% |
$76.2K - $81.1K
|
2.59K
$647K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
463+ 76.15% |
$75.9K - $80.8K
|
1.07K
$268K
|
|
|
Jan 28, 2022
Q4 2021
|
Zeit Capital LLC
|
BUY
|
- |
457+ 1.79% |
$74.9K - $79.7K
|
26K
$6.49M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
445+ 46.02% |
$72.9K - $77.7K
|
1.41K
$353K
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
431+ 0.34% |
$70.6K - $75.2K
|
128K
$32.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
425New |
$69.7K - $74.2K
|
425
$106K
|
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
422+ 19.56% |
$69.2K - $73.6K
|
2.58K
$644K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
418+ 10.6% |
$68.5K - $72.9K
|
4.36K
$1.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
412+ 2.29% |
$67.5K - $71.9K
|
18.4K
$4.59M
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
409New |
$67K - $71.4K
|
409
$102K
|
|
|
Feb 02, 2022
Q4 2021
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
408+ 1.54% |
$66.9K - $71.2K
|
26.8K
$6.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
404New |
$66.2K - $70.5K
|
404
$101K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
400New |
$65.6K - $69.8K
|
400
$99.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Skylands Capital, LLC
|
BUY
|
- |
400+ 0.75% |
$65.6K - $69.8K
|
54K
$13.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
400+ 2.57% |
$65.6K - $69.8K
|
16K
$3.99M
|
|
|
Feb 11, 2022
Q4 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
398+ 3.83% |
$65.2K - $69.5K
|
10.8K
$2.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Staley Capital Advisers Inc
|
BUY
|
- |
395+ 0.18% |
$64.7K - $68.9K
|
224K
$56M
|
|
|
Feb 10, 2022
Q4 2021
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
380+ 8.72% |
$62.3K - $66.3K
|
4.74K
$1.18M
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
BUY
|
- |
376+ 23.74% |
$61.6K - $65.6K
|
1.96K
$490K
|
|
|
Feb 10, 2022
Q4 2021
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
373+ 3.31% |
$61.1K - $65.1K
|
11.6K
$2.91M
|
|
|
Jan 21, 2022
Q4 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
368+ 2.28% |
$60.3K - $64.2K
|
16.5K
$4.12M
|