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 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
BUY
|
- |
128+ 3.51% |
$21.6K - $24.7K
|
3.77K
$917K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
128+ 7.29% |
$21.6K - $24.7K
|
1.89K
$458K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
128+ 0.25% |
$21.6K - $24.7K
|
51.4K
$12.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
124+ 0.41% |
$20.9K - $23.9K
|
30.2K
$7.35M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
123+ 1.87% |
$20.8K - $23.7K
|
6.69K
$1.63M
|
|
|
Jan 22, 2024
Q4 2023
|
Refined Wealth Management
|
BUY
|
- |
122+ 0.36% |
$20.6K - $23.5K
|
34.3K
$8.33M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
121+ 5.76% |
$20.4K - $23.3K
|
2.22K
$540K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
120+ 0.52% |
$20.3K - $23.1K
|
23K
$5.59M
|
|
|
Jan 23, 2024
Q4 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
120+ 2.07% |
$20.3K - $23.1K
|
5.91K
$1.44M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
119+ 0.44% |
$20.1K - $22.9K
|
27.1K
$6.58M
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
118+ 3.34% |
$19.9K - $22.7K
|
3.65K
$888K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
117+ 6.85% |
$19.8K - $22.5K
|
1.83K
$444K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
115+ 14.01% |
$19.4K - $22.1K
|
936
$227K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
115+ 6.44% |
$19.4K - $22.1K
|
1.9K
$462K
|
|
|
Jan 29, 2024
Q4 2023
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
115+ 3.09% |
$19.4K - $22.1K
|
3.83K
$931K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
115+ 2.59% |
$19.4K - $22.1K
|
4.55K
$1.11M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
114+ 232.65% |
$19.2K - $22K
|
163
$39.6K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
114+ 9.52% |
$19.2K - $22K
|
1.31K
$319K
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
112+ 4.76% |
$18.9K - $21.6K
|
2.47K
$599K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
BUY
|
- |
110+ 2.18% |
$18.6K - $21.2K
|
5.15K
$1.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
110+ 1.12% |
$18.6K - $21.2K
|
9.89K
$2.4M
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
110+ 0.73% |
$18.6K - $21.2K
|
15.2K
$3.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
109+ 3.58% |
$18.4K - $21K
|
3.15K
$765K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
109+ 3.32% |
$18.4K - $21K
|
3.39K
$824K
|
|
|
Jan 10, 2024
Q4 2023
|
Avondale Wealth Management
|
BUY
|
- |
100+ 4.5% |
$16.9K - $19.3K
|
2.32K
$565K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
100+ 1.56% |
$16.9K - $19.3K
|
6.5K
$1.58M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
100New |
$16.9K - $19.3K
|
100
$24.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
100+ 54.95% |
$16.9K - $19.3K
|
282
$68.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
100+ 7.02% |
$16.9K - $19.3K
|
1.52K
$370K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
100+ 113.64% |
$16.9K - $19.3K
|
188
$45.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
100+ 3.19% |
$16.9K - $19.3K
|
3.24K
$786K
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
100+ 1.91% |
$16.9K - $19.3K
|
5.33K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
100+ 7.35% |
$16.9K - $19.3K
|
1.46K
$355K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
100+ 0.48% |
$16.9K - $19.3K
|
21.1K
$5.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Diamant Asset Management, Inc.
|
BUY
|
- |
100+ 5.8% |
$16.9K - $19.3K
|
1.83K
$443K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
100+ 0.76% |
$16.9K - $19.3K
|
13.2K
$3.21M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
98+ 4.09% |
$16.5K - $18.9K
|
2.5K
$607K
|
|
|
Jan 31, 2024
Q4 2023
|
Lafayette Investments, Inc.
|
BUY
|
- |
94+ 4.88% |
$15.9K - $18.1K
|
2.02K
$491K
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
93New |
$15.7K - $17.9K
|
93
$22.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
90+ 4.14% |
$15.2K - $17.3K
|
2.27K
$551K
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
89+ 3.25% |
$15K - $17.1K
|
2.83K
$687K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
85+ 4.82% |
$14.4K - $16.4K
|
1.85K
$449K
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
BUY
|
- |
85+ 2.36% |
$14.4K - $16.4K
|
3.69K
$896K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
84+ 1.78% |
$14.2K - $16.2K
|
4.8K
$1.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
83+ 2.77% |
$14K - $16K
|
3.08K
$747K
|
|
|
Feb 12, 2024
Q4 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
83+ 0.57% |
$14K - $16K
|
14.6K
$3.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
BUY
|
- |
82+ 0.35% |
$13.8K - $15.8K
|
23.5K
$5.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
82+ 2.61% |
$13.8K - $15.8K
|
3.22K
$783K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
82New |
$13.8K - $15.8K
|
82
$19.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Wolverine Asset Management LLC
|
BUY
|
- |
80+ 2.29% |
$13.5K - $15.4K
|
3.58K
$870K
|