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
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-211- 6.75% |
$32K - $35.8K
|
2.91K
$731K
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-214- 14.67% |
$32.4K - $36.3K
|
1.25K
$312K
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-216- 1.01% |
$32.7K - $36.6K
|
21.2K
$5.31M
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-220- 9.04% |
$33.3K - $37.3K
|
2.21K
$556K
|
|
Feb 14, 2023
Q4 2022
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-220- 1.84% |
$33.3K - $37.3K
|
11.7K
$2.94M
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-221- 18.4% |
$33.5K - $37.5K
|
980
$246K
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-225- 7.66% |
$34.1K - $38.2K
|
2.71K
$680K
|
|
Jan 13, 2023
Q4 2022
|
Olio Financial Planning
|
SELL
|
- |
-228- 12.81% |
$34.5K - $38.7K
|
1.55K
$389K
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-231- 1.24% |
$35K - $39.2K
|
18.3K
$4.6M
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
SELL
|
- |
-233- 1.41% |
$35.3K - $39.5K
|
16.3K
$4.09M
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-233- 13.75% |
$35.3K - $39.5K
|
1.46K
$367K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
SELL
|
- |
-235- 0.55% |
$35.6K - $39.9K
|
42.4K
$10.6M
|
|
Jan 24, 2023
Q4 2022
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-235- 18.43% |
$35.6K - $39.9K
|
1.04K
$261K
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-236- 9.02% |
$35.7K - $40K
|
2.38K
$597K
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-239- 23.07% |
$36.2K - $40.6K
|
797
$200K
|
|
Feb 14, 2023
Q4 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-239- 4.43% |
$36.2K - $40.6K
|
5.15K
$1.29M
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-240- 1.92% |
$36.3K - $40.7K
|
12.3K
$3.08M
|
|
Feb 06, 2023
Q4 2022
|
Greenwich Wealth Management LLC
Greenwich, CT |
SELL
|
- |
-242- 5.08% |
$36.7K - $41.1K
|
4.52K
$1.13M
|
|
Feb 14, 2023
Q4 2022
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-244- 2.23% |
$37K - $41.4K
|
10.7K
$2.69M
|
|
Jan 26, 2023
Q4 2022
|
Financial Advantage, Inc.
|
SELL
|
- |
-245- 0.39% |
$37.1K - $41.6K
|
62.1K
$15.6M
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-247- 5.0% |
$37.4K - $41.9K
|
4.69K
$1.18M
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-250- 3.94% |
$37.9K - $42.4K
|
6.1K
$1.53M
|
|
Feb 03, 2023
Q4 2022
|
Prw Wealth Management LLC
|
SELL
|
- |
-250- 4.06% |
$37.9K - $42.4K
|
5.91K
$1.48M
|
|
Feb 10, 2023
Q4 2022
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-250- 1.04% |
$37.9K - $42.4K
|
23.8K
$5.96M
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-250- 2.72% |
$37.9K - $42.4K
|
8.94K
$2.24M
|
|
Jan 09, 2023
Q4 2022
|
Grandview Asset Management LLC
|
SELL
|
- |
-255- 5.57% |
$38.6K - $43.3K
|
4.32K
$1.08M
|
|
Feb 13, 2023
Q4 2022
|
Gould Capital, LLC
|
SELL
|
- |
-257- 1.09% |
$38.9K - $43.6K
|
23.3K
$5.86M
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-257- 7.63% |
$38.9K - $43.6K
|
3.11K
$781K
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-265- 1.95% |
$40.1K - $45K
|
13.3K
$3.34M
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-266- 11.66% |
$40.3K - $45.1K
|
2.02K
$506K
|
|
Jan 17, 2023
Q4 2022
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-268- 2.54% |
$40.6K - $45.5K
|
10.3K
$2.59M
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-269- 1.36% |
$40.7K - $45.6K
|
19.6K
$4.91M
|
|
Jan 19, 2023
Q4 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-274- 2.99% |
$41.5K - $46.5K
|
8.88K
$2.23M
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-274- 13.41% |
$41.5K - $46.5K
|
1.77K
$444K
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-275- 5.54% |
$41.6K - $46.7K
|
4.69K
$1.18M
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-276- 2.03% |
$41.8K - $46.8K
|
13.3K
$3.34M
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-280- 13.46% |
$42.4K - $47.5K
|
1.8K
$452K
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-285- 74.03% |
$43.2K - $48.4K
|
100
$25.1K
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-289- 11.93% |
$43.8K - $49K
|
2.13K
$535K
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-290- 8.68% |
$43.9K - $49.2K
|
3.05K
$765K
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-294- 8.87% |
$44.5K - $49.9K
|
3.02K
$758K
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-295- 10.2% |
$44.7K - $50.1K
|
2.6K
$652K
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
SELL
|
- |
-300- 8.11% |
$45.4K - $50.9K
|
3.4K
$853K
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-300- 9.75% |
$45.4K - $50.9K
|
2.78K
$697K
|
|
Jan 24, 2023
Q4 2022
|
Sol Capital Management CO
|
SELL
|
- |
-300- 9.49% |
$45.4K - $50.9K
|
2.86K
$718K
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-300- 5.3% |
$45.4K - $50.9K
|
5.36K
$1.35M
|
|
Feb 09, 2023
Q4 2022
|
Tcm Advisors, LLC
Martinsburg, WV |
SELL
|
- |
-300- 0.97% |
$45.4K - $50.9K
|
30.5K
$7.65M
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-300- 5.06% |
$45.4K - $50.9K
|
5.63K
$1.41M
|
|
Feb 14, 2023
Q4 2022
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-300- 2.18% |
$45.4K - $50.9K
|
13.4K
$3.37M
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-302- 5.08% |
$45.7K - $51.2K
|
5.64K
$1.42M
|