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 06, 2023
Q4 2022
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-303- 1.64% |
$45.9K - $51.4K
|
18.2K
$4.56M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-304- 17.28% |
$46K - $51.6K
|
1.46K
$365K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-306- 0.86% |
$46.3K - $51.9K
|
35.1K
$8.81M
|
|
|
Jan 20, 2023
Q4 2022
|
Advisor Resource Council
|
SELL
|
- |
-308- 1.25% |
$46.6K - $52.3K
|
24.3K
$6.1M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-311- 8.75% |
$47.1K - $52.8K
|
3.24K
$814K
|
|
|
Feb 14, 2023
Q4 2022
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-311- 12.07% |
$47.1K - $52.8K
|
2.27K
$568K
|
|
|
Feb 14, 2023
Q4 2022
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-317- 5.83% |
$48K - $53.8K
|
5.12K
$1.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-319- 13.73% |
$48.3K - $54.1K
|
2.01K
$503K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-329- 7.85% |
$49.8K - $55.8K
|
3.86K
$969K
|
|
|
Jan 31, 2023
Q4 2022
|
Kessler Investment Group, LLC
|
SELL
|
- |
-330- 30.58% |
$50K - $56K
|
749
$188K
|
|
|
Feb 06, 2023
Q4 2022
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-334- 1.88% |
$50.6K - $56.7K
|
17.4K
$4.37M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-334- 19.03% |
$50.6K - $56.7K
|
1.42K
$357K
|
|
|
Feb 09, 2023
Q4 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-334- 10.72% |
$50.6K - $56.7K
|
2.78K
$698K
|
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-336- 1.32% |
$50.9K - $57K
|
25.2K
$6.31M
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-337- 14.26% |
$51K - $57.2K
|
2.03K
$509K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-340- 8.33% |
$51.5K - $57.7K
|
3.74K
$939K
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-340- 3.55% |
$51.5K - $57.7K
|
9.23K
$2.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
SELL
|
- |
-340- 0.9% |
$51.5K - $57.7K
|
37.5K
$9.42M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-340- 0.31% |
$51.5K - $57.7K
|
110K
$27.6M
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-341- 10.78% |
$51.6K - $57.9K
|
2.82K
$708K
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-342- 13.21% |
$51.8K - $58K
|
2.25K
$564K
|
|
|
Feb 09, 2023
Q4 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-343- 5.22% |
$51.9K - $58.2K
|
6.23K
$1.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-346- 16.44% |
$52.4K - $58.7K
|
1.76K
$441K
|
|
|
Jan 17, 2023
Q4 2022
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-351- 13.2% |
$53.2K - $59.6K
|
2.31K
$579K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-361- 29.88% |
$54.7K - $61.3K
|
847
$213K
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-363- 20.87% |
$55K - $61.6K
|
1.38K
$345K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-365- 10.15% |
$55.3K - $61.9K
|
3.23K
$811K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-365- 22.49% |
$55.3K - $61.9K
|
1.26K
$316K
|
|
|
Jan 18, 2023
Q4 2022
|
Activest Wealth Management
|
SELL
|
- |
-366- 3.77% |
$55.4K - $62.1K
|
9.34K
$2.34M
|
|
|
Feb 13, 2023
Q4 2022
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-367- 6.81% |
$55.6K - $62.3K
|
5.02K
$1.26M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-368- 7.66% |
$55.7K - $62.4K
|
4.44K
$1.11M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-371- 4.66% |
$56.2K - $62.9K
|
7.58K
$1.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-373- 2.42% |
$56.5K - $63.3K
|
15K
$3.77M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-375- 14.29% |
$56.8K - $63.6K
|
2.25K
$564K
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-375- 24.1% |
$56.8K - $63.6K
|
1.18K
$296K
|
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-379- 12.42% |
$57.4K - $64.3K
|
2.67K
$671K
|
|
|
Jan 25, 2023
Q4 2022
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-383- 10.22% |
$58K - $65K
|
3.36K
$844K
|
|
|
Jan 31, 2023
Q4 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-386- 1.57% |
$58.5K - $65.5K
|
24.3K
$6.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-386- 2.99% |
$58.5K - $65.5K
|
12.5K
$3.14M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-392- 1.08% |
$59.4K - $66.5K
|
36K
$9.04M
|
|
|
Jan 23, 2023
Q4 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-394- 4.97% |
$59.7K - $66.8K
|
7.53K
$1.89M
|
|
|
Jan 19, 2023
Q4 2022
|
Access Financial Services, Inc.
|
SELL
|
- |
-395- 8.12% |
$59.8K - $67K
|
4.47K
$1.12M
|
|
|
Jan 17, 2023
Q4 2022
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-400- 12.5% |
$60.6K - $67.9K
|
2.8K
$702K
|
|
|
Feb 13, 2023
Q4 2022
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-400- 20.89% |
$60.6K - $67.9K
|
1.52K
$380K
|
|
|
Feb 13, 2023
Q4 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-404- 4.38% |
$61.2K - $68.5K
|
8.82K
$2.21M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-407- 1.43% |
$61.6K - $69.1K
|
28K
$7.02M
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
SELL
|
- |
-412- 1.76% |
$62.4K - $69.9K
|
23K
$5.78M
|
|
|
Feb 15, 2023
Q4 2022
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-412- 2.95% |
$62.4K - $69.9K
|
13.6K
$3.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-418- 8.01% |
$63.3K - $70.9K
|
4.8K
$1.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-421- 25.19% |
$63.8K - $71.4K
|
1.25K
$314K
|