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 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-76- 4.89% |
$12.8K - $14.6K
|
1.48K
$369K
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-76- 0.13% |
$12.8K - $14.6K
|
58.1K
$14.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-80- 5.68% |
$13.5K - $15.4K
|
1.33K
$332K
|
|
|
Feb 05, 2024
Q4 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-80- 3.99% |
$13.5K - $15.4K
|
1.93K
$481K
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
SELL
|
- |
-81- 0.76% |
$13.7K - $15.6K
|
10.6K
$2.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
SELL
|
- |
-81- 3.92% |
$13.7K - $15.6K
|
1.99K
$496K
|
|
|
Jan 19, 2024
Q4 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-84- 2.36% |
$14.2K - $16.2K
|
3.47K
$868K
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-84- 0.1% |
$14.2K - $16.2K
|
82.5K
$20.6M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-85- 0.1% |
$14.4K - $16.4K
|
81.6K
$20.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-85- 4.72% |
$14.4K - $16.4K
|
1.71K
$428K
|
|
|
Jan 17, 2024
Q4 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-86- 0.61% |
$14.5K - $16.6K
|
13.9K
$3.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
SELL
|
- |
-86- 3.91% |
$14.5K - $16.6K
|
2.11K
$528K
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-87- 0.68% |
$14.7K - $16.8K
|
12.7K
$3.17M
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-88- 2.17% |
$14.9K - $16.9K
|
3.97K
$991K
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-89- 3.47% |
$15K - $17.1K
|
2.47K
$618K
|
|
|
Feb 12, 2024
Q4 2023
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-89- 1.9% |
$15K - $17.1K
|
4.6K
$1.15M
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-90- 5.42% |
$15.2K - $17.3K
|
1.57K
$392K
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-93- 0.52% |
$15.7K - $17.9K
|
17.7K
$4.42M
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-96- 2.52% |
$16.2K - $18.5K
|
3.72K
$928K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-96- 2.06% |
$16.2K - $18.5K
|
4.57K
$1.14M
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-97- 1.87% |
$16.4K - $18.7K
|
5.09K
$1.27M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-98- 0.49% |
$16.5K - $18.9K
|
20K
$5.01M
|
|
|
Jan 30, 2024
Q4 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-98- 3.45% |
$16.5K - $18.9K
|
2.74K
$685K
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-100- 6.62% |
$16.9K - $19.3K
|
1.41K
$353K
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-100- 1.47% |
$16.9K - $19.3K
|
6.7K
$1.67M
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-100- 1.12% |
$16.9K - $19.3K
|
8.82K
$2.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-100- 1.76% |
$16.9K - $19.3K
|
5.58K
$1.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-100- 19.49% |
$16.9K - $19.3K
|
413
$103K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-100- 1.51% |
$16.9K - $19.3K
|
6.5K
$1.62M
|
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
SELL
|
- |
-100- 2.11% |
$16.9K - $19.3K
|
4.65K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 4.5% |
$16.9K - $19.3K
|
2.12K
$530K
|
|
|
Feb 07, 2024
Q4 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-100- 1.78% |
$16.9K - $19.3K
|
5.5K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-100- 5.79% |
$16.9K - $19.3K
|
1.63K
$406K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-100- 3.61% |
$16.9K - $19.3K
|
2.67K
$667K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-100- 1.1% |
$16.9K - $19.3K
|
9.03K
$2.26M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-102- 3.17% |
$17.2K - $19.6K
|
3.11K
$777K
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-104- 5.71% |
$17.6K - $20K
|
1.72K
$429K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-105- 6.98% |
$17.7K - $20.2K
|
1.4K
$350K
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-106- 2.6% |
$17.9K - $20.4K
|
3.97K
$993K
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-109- 3.08% |
$18.4K - $21K
|
3.43K
$857K
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-110- 7.6% |
$18.6K - $21.2K
|
1.34K
$334K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-110- 1.92% |
$18.6K - $21.2K
|
5.63K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-110- 0.56% |
$18.6K - $21.2K
|
19.5K
$4.88M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-111- 3.79% |
$18.7K - $21.4K
|
2.82K
$705K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-112- 9.73% |
$18.9K - $21.6K
|
1.04K
$260K
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-113- 0.96% |
$19.1K - $21.8K
|
11.6K
$2.91M
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
SELL
|
- |
-115- 3.65% |
$19.4K - $22.1K
|
3.04K
$760K
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-115- 1.38% |
$19.4K - $22.1K
|
8.23K
$2.06M
|
|
|
Nov 05, 2024
Q4 2023
|
Rmr Capital Management, LLC
Tustin, CA |
SELL
|
- |
-116- 3.59% |
$19.6K - $22.3K
|
3.12K
$778K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-117- 2.17% |
$19.8K - $22.5K
|
5.29K
$1.32M
|