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 |
---|---|---|---|---|---|---|---|
Apr 10, 2023
Q4 2022
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.91KNew |
$290K - $325K
|
1.91K
$467K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.91K+ 18.91% |
$289K - $323K
|
12K
$2.92M
|
|
Jan 31, 2023
Q4 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
1.9K+ 8.28% |
$288K - $323K
|
24.9K
$6.07M
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.88KNew |
$285K - $319K
|
1.88K
$459K
|
|
Jan 13, 2023
Q4 2022
|
Joule Financial, LLC
|
BUY
|
- |
1.87K+ 4.47% |
$284K - $318K
|
43.8K
$10.7M
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
1.87KNew |
$283K - $317K
|
1.87K
$456K
|
|
Aug 28, 2023
Q4 2022
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
1.85KNew |
$280K - $314K
|
1.85K
$451K
|
|
Feb 08, 2023
Q4 2022
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.81K+ 65.83% |
$273K - $306K
|
4.55K
$1.11M
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.8KNew |
$273K - $305K
|
1.8K
$439K
|
|
Jan 31, 2023
Q4 2022
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
1.8KNew |
$272K - $305K
|
1.8K
$438K
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.79K+ 222.29% |
$270K - $303K
|
2.59K
$631K
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
1.77K+ 19.62% |
$269K - $301K
|
10.8K
$2.64M
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
1.76KNew |
$267K - $299K
|
1.76K
$429K
|
|
Feb 09, 2023
Q4 2022
|
True Capital Management
San Francisco, CA |
BUY
|
- |
1.74KNew |
$264K - $295K
|
1.74K
$425K
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.74K+ 28.5% |
$263K - $295K
|
7.83K
$1.91M
|
|
Feb 13, 2023
Q4 2022
|
Bradley & Co. Private Wealth Management, LLC
|
BUY
|
- |
1.74K+ 46.62% |
$263K - $295K
|
5.46K
$1.33M
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
1.72KNew |
$261K - $292K
|
1.72K
$420K
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.72KNew |
$260K - $292K
|
1.72K
$420K
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.69K+ 12.63% |
$256K - $287K
|
15.1K
$3.68M
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.68KNew |
$254K - $285K
|
1.68K
$410K
|
|
Jan 17, 2023
Q4 2022
|
Refined Wealth Management
|
BUY
|
- |
1.66K+ 5.17% |
$251K - $281K
|
33.7K
$8.23M
|
|
Sep 27, 2024
Q4 2022
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.61K+ 27.16% |
$243K - $272K
|
7.51K
$1.83M
|
|
Feb 09, 2023
Q4 2022
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
1.6KNew |
$243K - $272K
|
1.6K
$391K
|
|
Jan 26, 2023
Q4 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.59K+ 4.57% |
$241K - $270K
|
36.5K
$8.9M
|
|
Feb 13, 2023
Q4 2022
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
1.59K+ 2.07% |
$240K - $269K
|
78.3K
$19.1M
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.58K+ 19.61% |
$239K - $268K
|
9.64K
$2.35M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.58KNew |
$239K - $268K
|
1.58K
$385K
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.58K+ 69.66% |
$239K - $268K
|
3.84K
$937K
|
|
Feb 03, 2023
Q4 2022
|
Hodges Capital Management Inc.
|
BUY
|
- |
1.57K+ 24.19% |
$237K - $266K
|
8.04K
$1.96M
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.51K+ 9.9% |
$229K - $257K
|
16.8K
$4.1M
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.51K+ 21.51% |
$229K - $256K
|
8.54K
$2.08M
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1.51K+ 0.85% |
$228K - $255K
|
178K
$43.3M
|
|
Feb 13, 2023
Q4 2022
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
- |
1.5K+ 6.67% |
$227K - $255K
|
24K
$5.85M
|
|
Feb 01, 2023
Q4 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.5K+ 21.9% |
$227K - $254K
|
8.34K
$2.04M
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
1.49KNew |
$225K - $252K
|
1.49K
$363K
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.49K+ 1.34% |
$225K - $252K
|
112K
$27.3M
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
1.48KNew |
$224K - $251K
|
1.48K
$361K
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
1.45K+ 6.32% |
$220K - $247K
|
24.4K
$5.96M
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1.44K+ 6.26% |
$217K - $244K
|
24.4K
$5.95M
|
|
Jan 30, 2023
Q4 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
1.44KNew |
$217K - $243K
|
1.44K
$350K
|
|
Feb 16, 2023
Q4 2022
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.43KNew |
$217K - $243K
|
1.43K
$349K
|
|
Jan 25, 2023
Q4 2022
|
Meyer Handelman CO
|
BUY
|
- |
1.43KNew |
$216K - $242K
|
1.43K
$349K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.41K+ 1.69% |
$214K - $240K
|
85.1K
$20.7M
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
1.41KNew |
$214K - $239K
|
1.41K
$344K
|
|
Feb 14, 2023
Q4 2022
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
1.4KNew |
$212K - $238K
|
1.4K
$342K
|
|
May 21, 2024
Q4 2022
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
1.4K+ 10.53% |
$212K - $238K
|
14.7K
$3.59M
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
1.4KNew |
$211K - $237K
|
1.4K
$340K
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.38KNew |
$210K - $235K
|
1.38K
$338K
|
|
Jan 31, 2023
Q4 2022
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
1.37KNew |
$207K - $232K
|
1.37K
$334K
|
|
Mar 01, 2023
Q4 2022
|
Panoramic Investment Advisors, LLC
Denver, CO |
BUY
|
- |
1.36KNew |
$206K - $231K
|
1.36K
$332K
|