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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2023
Q4 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-880- 3.87% |
$133K - $149K
|
21.8K
$5.43M
|
|
|
Jan 24, 2023
Q4 2022
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-890- 10.34% |
$135K - $151K
|
7.72K
$1.92M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-892- 37.48% |
$135K - $151K
|
1.49K
$370K
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-893- 29.74% |
$135K - $152K
|
2.11K
$525K
|
|
|
Jan 31, 2023
Q4 2022
|
Dorchester Wealth Management CO
|
SELL
|
- |
-898- 28.6% |
$136K - $152K
|
2.24K
$557K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-900- 1.84% |
$136K - $153K
|
48K
$11.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-900- 17.03% |
$136K - $153K
|
4.39K
$1.09M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-908- 5.37% |
$138K - $154K
|
16K
$3.98M
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
SELL
|
- |
-908- 6.69% |
$138K - $154K
|
12.7K
$3.15M
|
|
|
Jan 26, 2023
Q4 2022
|
Rice Partnership, LLC
|
SELL
|
- |
-912- 0.77% |
$138K - $155K
|
117K
$29.1M
|
|
|
Jan 17, 2023
Q4 2022
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-913- 11.13% |
$138K - $155K
|
7.29K
$1.81M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-919- 3.86% |
$139K - $156K
|
22.9K
$5.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-928- 1.65% |
$141K - $157K
|
55.5K
$13.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-941- 15.91% |
$143K - $160K
|
4.97K
$1.24M
|
|
|
Jan 25, 2023
Q4 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-963- 24.5% |
$146K - $163K
|
2.97K
$738K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-977- 44.31% |
$148K - $166K
|
1.23K
$305K
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
SELL
|
- |
-979- 2.72% |
$148K - $166K
|
35.1K
$8.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Sycale Advisors (Ny) LLC
New York, NY |
SELL
|
- |
-1K- 1.09% |
$151K - $170K
|
91K
$22.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-1K- 35.17% |
$152K - $170K
|
1.85K
$460K
|
|
|
Jan 23, 2023
Q4 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-1.01K- 11.04% |
$153K - $172K
|
8.17K
$2.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.02K- 2.02% |
$154K - $173K
|
49.3K
$12.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-1.03K- 26.65% |
$156K - $174K
|
2.83K
$704K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.03K- 40.82% |
$156K - $175K
|
1.5K
$372K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
SELL
|
- |
-1.03K- 19.97% |
$156K - $175K
|
4.14K
$1.03M
|
|
|
Jan 25, 2023
Q4 2022
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-1.05K- 26.4% |
$159K - $178K
|
2.93K
$728K
|
|
|
Jan 25, 2023
Q4 2022
|
Ars Investment Partners, LLC
|
SELL
|
- |
-1.05K- 10.2% |
$159K - $178K
|
9.25K
$2.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.06K- 19.04% |
$160K - $180K
|
4.5K
$1.12M
|
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.07K- 5.05% |
$162K - $181K
|
20.1K
$4.99M
|
|
|
Feb 02, 2023
Q4 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-1.07K- 14.86% |
$162K - $182K
|
6.14K
$1.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-1.09K- 8.67% |
$164K - $184K
|
11.4K
$2.84M
|
|
|
Jan 05, 2023
Q4 2022
|
Modus Advisors, LLC
|
SELL
|
- |
-1.09K- 10.73% |
$165K - $185K
|
9.07K
$2.25M
|
|
|
Jan 19, 2023
Q4 2022
|
Kingfisher Capital LLC
|
SELL
|
- |
-1.11K- 26.42% |
$168K - $188K
|
3.08K
$766K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.12K- 6.37% |
$169K - $190K
|
16.5K
$4.09M
|
|
|
Jan 31, 2023
Q4 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-1.13K- 2.39% |
$171K - $192K
|
46.1K
$11.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.13K- 11.66% |
$171K - $192K
|
8.58K
$2.13M
|
|
|
Jan 25, 2023
Q4 2022
|
Wallington Asset Management, LLC
|
SELL
|
- |
-1.13K- 1.95% |
$172K - $192K
|
57K
$14.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-1.14K- 10.27% |
$172K - $193K
|
9.92K
$2.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-1.14K- 44.34% |
$172K - $193K
|
1.43K
$354K
|
|
|
Mar 22, 2023
Q4 2022
|
Pictet North America Advisors Sa
|
SELL
|
- |
-1.14K- 0.7% |
$173K - $193K
|
162K
$40.3M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-1.15K- 0.89% |
$174K - $195K
|
128K
$31.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-1.15K- 32.82% |
$174K - $195K
|
2.35K
$585K
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-1.17K- 8.62% |
$177K - $198K
|
12.4K
$3.08M
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.17K- 42.28% |
$177K - $198K
|
1.6K
$397K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.19K- 9.25% |
$180K - $202K
|
11.7K
$2.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.2K- 25.29% |
$181K - $203K
|
3.54K
$879K
|
|
|
Jan 23, 2023
Q4 2022
|
Chiron Capital Management, LLC
|
SELL
|
- |
-1.2K- 12.24% |
$182K - $204K
|
8.6K
$2.14M
|
|
|
Jan 25, 2023
Q4 2022
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-1.2K- 19.66% |
$182K - $204K
|
4.91K
$1.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-1.2K- 36.84% |
$182K - $204K
|
2.06K
$511K
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-1.21K- 15.66% |
$183K - $205K
|
6.52K
$1.62M
|
|
|
Jan 20, 2023
Q4 2022
|
44 Wealth Management LLC
|
SELL
|
- |
-1.21K- 9.95% |
$183K - $205K
|
11K
$2.72M
|