Purchases and Sales Made in Q4 2022 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
620New |
$93.9K - $105K
|
620
$151K
|
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
615New |
$93.1K - $104K
|
615
$150K
|
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
611+ 2.51% |
$92.5K - $104K
|
25K
$6.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
605+ 1.46% |
$91.6K - $103K
|
42K
$10.2M
|
|
|
Jan 30, 2023
Q4 2022
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
600+ 0.94% |
$90.9K - $102K
|
64.6K
$15.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
600+ 26.65% |
$90.9K - $102K
|
2.85K
$695K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
599+ 15.04% |
$90.7K - $102K
|
4.58K
$1.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
598+ 6.92% |
$90.6K - $101K
|
9.24K
$2.25M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
583+ 5.78% |
$88.3K - $98.9K
|
10.7K
$2.6M
|
|
|
Jan 31, 2023
Q4 2022
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
570+ 3.8% |
$86.3K - $96.7K
|
15.6K
$3.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
570New |
$86.3K - $96.7K
|
570
$139K
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
568New |
$86K - $96.4K
|
568
$139K
|
|
|
Feb 06, 2023
Q4 2022
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
566+ 2.32% |
$85.7K - $96K
|
25K
$6.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
554+ 2.0% |
$83.9K - $94K
|
28.3K
$6.89M
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
BUY
|
- |
540+ 22.86% |
$81.8K - $91.6K
|
2.9K
$708K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
534+ 6.27% |
$80.9K - $90.6K
|
9.05K
$2.21M
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
533+ 11.35% |
$80.7K - $90.4K
|
5.23K
$1.28M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
526+ 13.76% |
$79.7K - $89.2K
|
4.35K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
525+ 8.65% |
$79.5K - $89.1K
|
6.6K
$1.61M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
518+ 14.58% |
$78.5K - $87.9K
|
4.07K
$993K
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
518+ 3.41% |
$78.5K - $87.9K
|
15.7K
$3.84M
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
517+ 9.43% |
$78.3K - $87.7K
|
6K
$1.46M
|
|
|
Feb 13, 2023
Q4 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
516+ 4.16% |
$78.1K - $87.5K
|
12.9K
$3.15M
|
|
|
Feb 10, 2023
Q4 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
515+ 2.26% |
$78K - $87.4K
|
23.3K
$5.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
513+ 0.78% |
$77.7K - $87K
|
66.4K
$16.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
503+ 7.82% |
$76.2K - $85.3K
|
6.94K
$1.69M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
500+ 2.58% |
$75.7K - $84.8K
|
19.9K
$4.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
500+ 21.02% |
$75.7K - $84.8K
|
2.88K
$702K
|
|
|
Jan 11, 2023
Q4 2022
|
D. Scott Neal, Inc.
|
BUY
|
- |
499+ 1.34% |
$75.6K - $84.7K
|
37.7K
$9.19M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
498+ 7.56% |
$75.4K - $84.5K
|
7.09K
$1.73M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
498+ 4.38% |
$75.4K - $84.5K
|
11.9K
$2.89M
|
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
493+ 0.2% |
$74.7K - $83.6K
|
243K
$59.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
487+ 1.84% |
$73.8K - $82.6K
|
26.9K
$6.57M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
475New |
$71.9K - $80.6K
|
475
$116K
|
|
|
Feb 09, 2023
Q4 2022
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
468+ 2.46% |
$70.9K - $79.4K
|
19.5K
$4.76M
|
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
461+ 3.78% |
$69.8K - $78.2K
|
12.7K
$3.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
461+ 9.31% |
$69.8K - $78.2K
|
5.41K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Cercano Management LLC
Bellevue, WA |
BUY
|
- |
460New |
$69.7K - $78K
|
460
$112K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
450+ 2.8% |
$68.2K - $76.4K
|
16.5K
$4.03M
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
430+ 1.21% |
$65.1K - $73K
|
36.1K
$8.8M
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
423+ 18.84% |
$64.1K - $71.8K
|
2.67K
$651K
|
|
|
Feb 14, 2023
Q4 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
419+ 6.23% |
$63.5K - $71.1K
|
7.14K
$1.74M
|
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
415+ 23.45% |
$62.9K - $70.4K
|
2.19K
$533K
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
415New |
$62.9K - $70.4K
|
415
$101K
|
|
|
Jan 27, 2023
Q4 2022
|
West Branch Capital LLC
|
BUY
|
- |
409+ 95.12% |
$61.9K - $69.4K
|
839
$205K
|
|
|
Feb 14, 2023
Q4 2022
|
Menlo Advisors LLC
|
BUY
|
- |
405+ 0.75% |
$61.3K - $68.7K
|
54.4K
$13.3M
|
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
402New |
$60.9K - $68.2K
|
402
$98.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
401+ 6.89% |
$60.7K - $68K
|
6.22K
$1.52M
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
394+ 10.95% |
$59.7K - $66.8K
|
3.99K
$974K
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
388New |
$58.8K - $65.8K
|
388
$94.6K
|