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 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-40- 1.49% |
$6.75K - $7.7K
|
2.65K
$643K
|
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-40- 0.92% |
$6.75K - $7.7K
|
4.33K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-40- 2.26% |
$6.75K - $7.7K
|
1.73K
$421K
|
|
|
Feb 09, 2024
Q4 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-40- 1.27% |
$6.75K - $7.7K
|
3.12K
$758K
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-40- 1.11% |
$6.75K - $7.7K
|
3.57K
$867K
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-41- 0.72% |
$6.92K - $7.9K
|
5.63K
$1.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-42- 3.09% |
$7.09K - $8.09K
|
1.32K
$320K
|
|
|
Jan 12, 2024
Q4 2023
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-43- 1.61% |
$7.26K - $8.28K
|
2.63K
$638K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-43- 0.77% |
$7.26K - $8.28K
|
5.51K
$1.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-44- 1.34% |
$7.43K - $8.47K
|
3.25K
$790K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-45- 1.78% |
$7.6K - $8.67K
|
2.49K
$604K
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-45- 1.84% |
$7.6K - $8.67K
|
2.4K
$583K
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-48- 0.43% |
$8.1K - $9.24K
|
11.2K
$2.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-48- 1.29% |
$8.1K - $9.24K
|
3.67K
$892K
|
|
|
Jan 10, 2024
Q4 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-50- 0.59% |
$8.44K - $9.63K
|
8.41K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-50- 3.57% |
$8.44K - $9.63K
|
1.35K
$328K
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-50- 0.42% |
$8.44K - $9.63K
|
11.9K
$2.88M
|
|
|
Feb 13, 2024
Q4 2023
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
SELL
|
- |
-50- 2.43% |
$8.44K - $9.63K
|
2.01K
$488K
|
|
|
Feb 14, 2024
Q4 2023
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-51- 60.0% |
$8.61K - $9.82K
|
34
$8.26K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-51- 4.75% |
$8.61K - $9.82K
|
1.02K
$249K
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-53- 19.85% |
$8.95K - $10.2K
|
214
$52K
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-54- 1.86% |
$9.12K - $10.4K
|
2.85K
$692K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-56- 0.83% |
$9.45K - $10.8K
|
6.72K
$1.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-56- 2.14% |
$9.45K - $10.8K
|
2.56K
$622K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-57- 1.58% |
$9.62K - $11K
|
3.54K
$860K
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-59- 0.74% |
$9.96K - $11.4K
|
7.96K
$1.93M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-59- 0.65% |
$9.96K - $11.4K
|
9.01K
$2.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-59- 1.68% |
$9.96K - $11.4K
|
3.45K
$839K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-61- 2.1% |
$10.3K - $11.7K
|
2.84K
$691K
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-61- 1.94% |
$10.3K - $11.7K
|
3.09K
$750K
|
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-62- 4.0% |
$10.5K - $11.9K
|
1.49K
$361K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-62- 1.13% |
$10.5K - $11.9K
|
5.43K
$1.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-62- 3.02% |
$10.5K - $11.9K
|
1.99K
$484K
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-64- 1.19% |
$10.8K - $12.3K
|
5.31K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-64- 2.09% |
$10.8K - $12.3K
|
3K
$729K
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-65- 2.85% |
$11K - $12.5K
|
2.22K
$539K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-66- 2.06% |
$11.1K - $12.7K
|
3.15K
$764K
|
|
|
Jan 23, 2024
Q4 2023
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-66- 4.6% |
$11.1K - $12.7K
|
1.37K
$332K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-67- 2.76% |
$11.3K - $12.9K
|
2.36K
$574K
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-69- 0.14% |
$11.6K - $13.3K
|
48.3K
$11.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-69- 0.61% |
$11.6K - $13.3K
|
11.2K
$2.72M
|
|
|
Jan 04, 2024
Q4 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-70- 0.8% |
$11.8K - $13.5K
|
8.68K
$2.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-70- 0.59% |
$11.8K - $13.5K
|
11.9K
$2.88M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-71- 1.68% |
$12K - $13.7K
|
4.15K
$1.01M
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-72- 0.18% |
$12.2K - $13.9K
|
40K
$9.72M
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-74- 1.21% |
$12.5K - $14.3K
|
6.03K
$1.46M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
SELL
|
- |
-75- 3.51% |
$12.7K - $14.4K
|
2.06K
$500K
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-75- 2.55% |
$12.7K - $14.4K
|
2.87K
$698K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-75- 3.41% |
$12.7K - $14.4K
|
2.12K
$516K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-76- 0.46% |
$12.8K - $14.6K
|
16.3K
$3.97M
|