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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-254- 2.36% |
$42.9K - $48.9K
|
10.5K
$2.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-255- 0.51% |
$43.1K - $49.1K
|
50.1K
$12.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-260- 4.97% |
$43.9K - $50.1K
|
4.97K
$1.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-262- 17.25% |
$44.2K - $50.5K
|
1.26K
$314K
|
|
|
Jan 26, 2024
Q4 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-274- 1.82% |
$46.3K - $52.8K
|
14.8K
$3.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-274- 8.0% |
$46.3K - $52.8K
|
3.15K
$788K
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-275- 27.61% |
$46.4K - $53K
|
721
$180K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-279- 3.89% |
$47.1K - $53.7K
|
6.89K
$1.72M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Broom & Associates, LLC
|
SELL
|
- |
-280- 1.49% |
$47.3K - $53.9K
|
18.5K
$4.62M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-281- 15.27% |
$47.4K - $54.1K
|
1.56K
$390K
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-283- 7.53% |
$47.8K - $54.5K
|
3.48K
$868K
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-283- 2.05% |
$47.8K - $54.5K
|
13.5K
$3.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-283- 2.73% |
$47.8K - $54.5K
|
10.1K
$2.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-293- 17.7% |
$49.5K - $56.4K
|
1.36K
$340K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-296- 1.36% |
$50K - $57K
|
21.5K
$5.38M
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-299- 7.59% |
$50.5K - $57.6K
|
3.64K
$909K
|
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-300- 7.06% |
$50.6K - $57.8K
|
3.95K
$987K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-300- 9.82% |
$50.6K - $57.8K
|
2.76K
$689K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-300- 11.07% |
$50.6K - $57.8K
|
2.41K
$602K
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-300- 21.58% |
$50.6K - $57.8K
|
1.09K
$272K
|
|
|
Jan 17, 2024
Q4 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-307- 3.58% |
$51.8K - $59.1K
|
8.27K
$2.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-308- 8.97% |
$52K - $59.3K
|
3.12K
$781K
|
|
|
Feb 05, 2024
Q4 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-314- 21.1% |
$53K - $60.5K
|
1.17K
$293K
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
SELL
|
- |
-320- 12.09% |
$54K - $61.6K
|
2.33K
$581K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-322- 11.14% |
$54.4K - $62K
|
2.57K
$642K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-323- 3.69% |
$54.5K - $62.2K
|
8.43K
$2.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-324- 6.86% |
$54.7K - $62.4K
|
4.4K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-328- 1.38% |
$55.4K - $63.2K
|
23.4K
$5.84M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-338- 0.81% |
$57.1K - $65.1K
|
41.4K
$10.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-338- 22.75% |
$57.1K - $65.1K
|
1.15K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-339- 63.96% |
$57.2K - $65.3K
|
191
$47.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-340- 12.07% |
$57.4K - $65.5K
|
2.48K
$619K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-342- 0.78% |
$57.7K - $65.9K
|
43.7K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-350- 0.68% |
$59.1K - $67.4K
|
51K
$12.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Shariaportfolio, Inc.
Lake Mary, FL |
SELL
|
- |
-355- 13.05% |
$59.9K - $68.4K
|
2.37K
$591K
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-360- 4.84% |
$60.8K - $69.3K
|
7.08K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-364- 21.65% |
$61.5K - $70.1K
|
1.32K
$329K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-374- 4.64% |
$63.1K - $72K
|
7.69K
$1.92M
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-375- 11.26% |
$63.3K - $72.2K
|
2.96K
$738K
|
|
|
Feb 05, 2024
Q4 2023
|
Firestone Capital Management
|
SELL
|
- |
-375- 3.93% |
$63.3K - $72.2K
|
9.16K
$2.29M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-377- 4.29% |
$63.6K - $72.6K
|
8.42K
$2.1M
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-385- 1.45% |
$65K - $74.1K
|
26.2K
$6.56M
|
|
|
Jan 11, 2024
Q4 2023
|
Hudson Capital Management LLC
|
SELL
|
- |
-391- 5.23% |
$66K - $75.3K
|
7.09K
$1.77M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-395- 9.38% |
$66.7K - $76.1K
|
3.82K
$954K
|
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-400- 0.71% |
$67.5K - $77K
|
55.8K
$13.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-400- 1.42% |
$67.5K - $77K
|
27.8K
$6.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-400- 2.13% |
$67.5K - $77K
|
18.4K
$4.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-400- 15.5% |
$67.5K - $77K
|
2.18K
$545K
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-403- 1.78% |
$68K - $77.6K
|
22.2K
$5.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-404- 14.75% |
$68.2K - $77.8K
|
2.34K
$583K
|