Purchases and Sales Made in Q4 2023 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q4 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
524+ 20.59% |
$88.5K - $101K
|
3.07K
$767K
|
|
|
Jan 09, 2024
Q4 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
509+ 0.66% |
$85.9K - $98K
|
77.7K
$19.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
509New |
$85.9K - $98K
|
509
$127K
|
|
|
Feb 06, 2024
Q4 2023
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
504New |
$85.1K - $97.1K
|
504
$126K
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
502+ 27.95% |
$84.8K - $96.7K
|
2.3K
$574K
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$84.4K - $96.3K
|
500
$125K
|
|
|
Jan 24, 2024
Q4 2023
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
500+ 0.42% |
$84.4K - $96.3K
|
119K
$29.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
500+ 21.0% |
$84.4K - $96.3K
|
2.88K
$720K
|
|
|
Jan 25, 2024
Q4 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
499+ 1.55% |
$84.2K - $96.1K
|
32.7K
$8.16M
|
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
498New |
$84.1K - $95.9K
|
498
$124K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
482+ 3.72% |
$81.4K - $92.8K
|
13.5K
$3.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
479+ 21.59% |
$80.9K - $92.3K
|
2.7K
$674K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
BUY
|
- |
478+ 0.98% |
$80.7K - $92.1K
|
49.5K
$12.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
475+ 4.61% |
$80.2K - $91.5K
|
10.8K
$2.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
466New |
$78.7K - $89.7K
|
466
$116K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
445+ 2.27% |
$75.1K - $85.7K
|
20K
$5M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
444+ 1.51% |
$75K - $85.5K
|
29.8K
$7.45M
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
427+ 19.6% |
$72.1K - $82.2K
|
2.61K
$651K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
426+ 14.68% |
$71.9K - $82K
|
3.33K
$831K
|
|
|
Feb 08, 2024
Q4 2023
|
Addison Capital CO
|
BUY
|
- |
425+ 7.05% |
$71.8K - $81.9K
|
6.46K
$1.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
421+ 3.12% |
$71.1K - $81.1K
|
13.9K
$3.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
418+ 14.43% |
$70.6K - $80.5K
|
3.31K
$828K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
417+ 8.94% |
$70.4K - $80.3K
|
5.08K
$1.27M
|
|
|
Jan 29, 2024
Q4 2023
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
414+ 30.24% |
$69.9K - $79.7K
|
1.78K
$445K
|
|
|
Jan 08, 2024
Q4 2023
|
Muhlenkamp & CO Inc
|
BUY
|
- |
411+ 2.2% |
$69.4K - $79.2K
|
19.1K
$4.78M
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
410+ 4.58% |
$69.2K - $79K
|
9.36K
$2.34M
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
BUY
|
- |
400+ 29.26% |
$67.5K - $77K
|
1.77K
$441K
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
400+ 7.31% |
$67.5K - $77K
|
5.88K
$1.47M
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
400+ 26.51% |
$67.5K - $77K
|
1.91K
$477K
|
|
|
Feb 01, 2024
Q4 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
400+ 240.96% |
$67.5K - $77K
|
566
$141K
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
400New |
$67.5K - $77K
|
400
$99.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
396+ 7.63% |
$66.9K - $76.3K
|
5.59K
$1.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
393+ 0.86% |
$66.4K - $75.7K
|
46.3K
$11.6M
|
|
|
Jan 11, 2024
Q4 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
392+ 2.39% |
$66.2K - $75.5K
|
16.8K
$4.19M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
390+ 7.17% |
$65.8K - $75.1K
|
5.83K
$1.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
386New |
$65.2K - $74.3K
|
386
$96.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
382+ 11.83% |
$64.5K - $73.6K
|
3.61K
$902K
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
375+ 2.02% |
$63.3K - $72.2K
|
18.9K
$4.73M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
373+ 0.21% |
$63K - $71.8K
|
180K
$45M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
367New |
$62K - $70.7K
|
367
$91.7K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
362+ 2.2% |
$61.1K - $69.7K
|
16.8K
$4.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
360+ 23.12% |
$60.8K - $69.3K
|
1.92K
$479K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
355+ 2.03% |
$59.9K - $68.4K
|
17.8K
$4.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
344New |
$58.1K - $66.3K
|
344
$85.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
339+ 177.49% |
$57.2K - $65.3K
|
530
$132K
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
338New |
$57.1K - $65.1K
|
338
$84.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
332+ 0.18% |
$56.1K - $63.9K
|
185K
$46.2M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
BUY
|
- |
324+ 12.39% |
$54.7K - $62.4K
|
2.94K
$735K
|
|
|
Jan 24, 2024
Q4 2023
|
Tamar Securities, LLC
|
BUY
|
- |
324+ 1.72% |
$54.7K - $62.4K
|
19.1K
$4.78M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
319+ 1.64% |
$53.9K - $61.4K
|
19.8K
$4.93M
|