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 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
1+ 0.06% |
$169 - $193
|
1.67K
$417K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.05% |
$169 - $193
|
1.86K
$465K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1+ 0.31% |
$169 - $193
|
319
$79.7K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-2- 0.34% |
$338 - $385
|
591
$148K
|
|
|
Jan 25, 2024
Q4 2023
|
Mainstay Capital Management LLC
|
SELL
|
- |
-2- 0.03% |
$338 - $385
|
5.79K
$1.45M
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-2- 2.08% |
$338 - $385
|
94
$23.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-2- 0.07% |
$338 - $385
|
2.76K
$690K
|
|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-3- 0.08% |
$506 - $578
|
3.92K
$979K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-3- 0.19% |
$506 - $578
|
1.61K
$401K
|
|
|
Jan 26, 2024
Q4 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-3- 0.65% |
$506 - $578
|
456
$114K
|
|
|
Jan 10, 2024
Q4 2023
|
Moulton Wealth Management, Inc
|
SELL
|
- |
-4- 0.06% |
$675 - $770
|
6.16K
$1.54M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-4- 0.24% |
$675 - $770
|
1.64K
$409K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-5- 0.13% |
$844 - $963
|
3.87K
$967K
|
|
|
Jan 10, 2024
Q4 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-5- 0.4% |
$844 - $963
|
1.24K
$311K
|
|
|
Jan 17, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-5- 0.03% |
$844 - $963
|
19.6K
$4.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-5- 0.4% |
$844 - $963
|
1.24K
$309K
|
|
|
Feb 06, 2024
Q4 2023
|
Royal Fund Management, LLC
|
SELL
|
- |
-5- 0.36% |
$844 - $963
|
1.39K
$347K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-5- 0.09% |
$844 - $963
|
5.49K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-5- 0.13% |
$844 - $963
|
3.87K
$967K
|
|
|
Apr 22, 2024
Q4 2023
|
Deane Retirement Strategies, Inc.
|
SELL
|
- |
-5- 0.03% |
$844 - $963
|
19.6K
$4.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-6- 0.04% |
$1.01K - $1.16K
|
15.6K
$3.89M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-6- 0.17% |
$1.01K - $1.16K
|
3.48K
$869K
|
|
|
Feb 14, 2024
Q4 2023
|
Tig Advisors, LLC
New York, NY |
SELL
|
- |
-6- 0.06% |
$1.01K - $1.16K
|
9.42K
$2.35M
|
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-7- 0.11% |
$1.18K - $1.35K
|
6.39K
$1.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-7- 0.63% |
$1.18K - $1.35K
|
1.1K
$275K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-7- 0.12% |
$1.18K - $1.35K
|
5.85K
$1.46M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-7- 0.63% |
$1.18K - $1.35K
|
1.1K
$275K
|
|
|
Feb 14, 2024
Q4 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-8- 11.76% |
$1.35K - $1.54K
|
60
$15K
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-9- 0.23% |
$1.52K - $1.73K
|
3.86K
$963K
|
|
|
Feb 02, 2024
Q4 2023
|
Terril Brothers, Inc.
|
SELL
|
- |
-9- 0.31% |
$1.52K - $1.73K
|
2.87K
$716K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-11- 1.36% |
$1.86K - $2.12K
|
798
$199K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-11- 0.24% |
$1.86K - $2.12K
|
4.52K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-11- 26.19% |
$1.86K - $2.12K
|
31
$7.75K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-12- 0.46% |
$2.03K - $2.31K
|
2.59K
$648K
|
|
|
Feb 14, 2024
Q4 2023
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-12- 0.57% |
$2.03K - $2.31K
|
2.09K
$521K
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
SELL
|
- |
-13- 0.4% |
$2.19K - $2.5K
|
3.22K
$803K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-13- 2.01% |
$2.19K - $2.5K
|
635
$159K
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-13- 0.19% |
$2.19K - $2.5K
|
6.78K
$1.69M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-13- 3.2% |
$2.19K - $2.5K
|
393
$98.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-13- 0.27% |
$2.19K - $2.5K
|
4.84K
$1.21M
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-15- 0.49% |
$2.53K - $2.89K
|
3.05K
$761K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-17- 0.07% |
$2.87K - $3.27K
|
23.6K
$5.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-17- 0.96% |
$2.87K - $3.27K
|
1.76K
$440K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-17- 0.14% |
$2.87K - $3.27K
|
12.1K
$3.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-17- 0.81% |
$2.87K - $3.27K
|
2.09K
$522K
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-17- 0.4% |
$2.87K - $3.27K
|
4.22K
$1.06M
|
|
|
Jan 10, 2024
Q4 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-18- 0.42% |
$3.04K - $3.47K
|
4.29K
$1.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-18- 0.14% |
$3.04K - $3.47K
|
13.2K
$3.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-19- 1.15% |
$3.21K - $3.66K
|
1.64K
$409K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-20- 0.56% |
$3.38K - $3.85K
|
3.58K
$895K
|