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 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-73- 0.47% |
$11.1K - $12.4K
|
15.3K
$3.85M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-73- 1.97% |
$11.1K - $12.4K
|
3.64K
$914K
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
SELL
|
- |
-75- 55.56% |
$11.4K - $12.7K
|
60
$15.1K
|
|
Jan 23, 2023
Q4 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-75- 0.86% |
$11.4K - $12.7K
|
8.66K
$2.17M
|
|
Feb 13, 2023
Q4 2022
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-76- 2.8% |
$11.5K - $12.9K
|
2.64K
$663K
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
SELL
|
- |
-78- 1.02% |
$11.8K - $13.2K
|
7.57K
$1.9M
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-78- 3.33% |
$11.8K - $13.2K
|
2.26K
$567K
|
|
Jan 25, 2023
Q4 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-79- 3.31% |
$12K - $13.4K
|
2.31K
$579K
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-80- 17.58% |
$12.1K - $13.6K
|
375
$94.1K
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-81- 2.57% |
$12.3K - $13.7K
|
3.07K
$770K
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-82- 0.9% |
$12.4K - $13.9K
|
9.02K
$2.26M
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-83- 20.6% |
$12.6K - $14.1K
|
320
$80.3K
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-84- 0.24% |
$12.7K - $14.3K
|
34.9K
$8.75M
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-84- 14.26% |
$12.7K - $14.3K
|
505
$127K
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-91- 1.87% |
$13.8K - $15.4K
|
4.77K
$1.2M
|
|
Feb 03, 2023
Q4 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-91- 1.47% |
$13.8K - $15.4K
|
6.11K
$1.53M
|
|
Feb 03, 2023
Q4 2022
|
Auxano Advisors, LLC
|
SELL
|
- |
-93- 4.99% |
$14.1K - $15.8K
|
1.77K
$444K
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-93- 1.28% |
$14.1K - $15.8K
|
7.17K
$1.8M
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-96- 10.65% |
$14.5K - $16.3K
|
805
$202K
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-99- 2.65% |
$15K - $16.8K
|
3.63K
$912K
|
|
Aug 03, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-99- 4.28% |
$15K - $16.8K
|
2.21K
$556K
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-100- 5.39% |
$15.1K - $17K
|
1.75K
$440K
|
|
Jan 25, 2023
Q4 2022
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-100- 1.08% |
$15.1K - $17K
|
9.15K
$2.3M
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-100- 5.14% |
$15.1K - $17K
|
1.85K
$463K
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
SELL
|
- |
-100- 4.76% |
$15.1K - $17K
|
2K
$502K
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-100- 0.53% |
$15.1K - $17K
|
18.9K
$4.73M
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-100- 1.55% |
$15.1K - $17K
|
6.36K
$1.6M
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-100- 1.55% |
$15.1K - $17K
|
6.36K
$1.6M
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-100- 1.12% |
$15.1K - $17K
|
8.8K
$2.21M
|
|
Feb 22, 2023
Q4 2022
|
Ims Capital Management
|
SELL
|
- |
-100- 2.74% |
$15.1K - $17K
|
3.55K
$890K
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-102- 1.78% |
$15.4K - $17.3K
|
5.63K
$1.41M
|
|
Jan 13, 2023
Q4 2022
|
Savior LLC
|
SELL
|
- |
-104- 97.2% |
$15.8K - $17.6K
|
3
$753
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-105- 6.03% |
$15.9K - $17.8K
|
1.64K
$410K
|
|
Feb 13, 2023
Q4 2022
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-105- 0.13% |
$15.9K - $17.8K
|
81.1K
$20.4M
|
|
Jan 17, 2023
Q4 2022
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-107- 5.41% |
$16.2K - $18.2K
|
1.87K
$469K
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-108- 1.71% |
$16.4K - $18.3K
|
6.23K
$1.56M
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-109- 1.76% |
$16.5K - $18.5K
|
6.07K
$1.52M
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-110- 1.7% |
$16.7K - $18.7K
|
6.35K
$1.59M
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-110- 0.45% |
$16.7K - $18.7K
|
24.3K
$6.1M
|
|
Feb 14, 2023
Q4 2022
|
Aspire Private Capital, LLC
|
SELL
|
- |
-110- 82.09% |
$16.7K - $18.7K
|
24
$6.02K
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-113- 0.81% |
$17.1K - $19.2K
|
13.8K
$3.47M
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-114- 0.14% |
$17.3K - $19.3K
|
81.4K
$20.4M
|
|
Feb 09, 2023
Q4 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-115- 1.21% |
$17.4K - $19.5K
|
9.39K
$2.36M
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-115- 0.23% |
$17.4K - $19.5K
|
49.8K
$12.5M
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-117- 0.1% |
$17.7K - $19.9K
|
114K
$28.7M
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
SELL
|
- |
-120- 10.95% |
$18.2K - $20.4K
|
976
$245K
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-121- 7.93% |
$18.3K - $20.5K
|
1.4K
$352K
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-125- 7.37% |
$18.9K - $21.2K
|
1.57K
$394K
|
|
Jan 13, 2023
Q4 2022
|
Stewardship Advisors, LLC
|
SELL
|
- |
-128- 2.34% |
$19.4K - $21.7K
|
5.34K
$1.34M
|
|
Jan 25, 2023
Q4 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-129- 1.65% |
$19.5K - $21.9K
|
7.67K
$1.92M
|