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 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-407- 4.62% |
$68.7K - $78.4K
|
8.41K
$2.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-408- 4.93% |
$68.9K - $78.6K
|
7.86K
$1.96M
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-410- 1.62% |
$69.2K - $79K
|
24.9K
$6.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-410- 18.84% |
$69.2K - $79K
|
1.77K
$441K
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-410- 15.58% |
$69.2K - $79K
|
2.22K
$555K
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-418- 4.49% |
$70.6K - $80.5K
|
8.89K
$2.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-419- 1.79% |
$70.7K - $80.7K
|
23K
$5.75M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-422- 6.94% |
$71.2K - $81.3K
|
5.66K
$1.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-423- 18.7% |
$71.4K - $81.5K
|
1.84K
$459K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-426- 1.15% |
$71.9K - $82K
|
36.7K
$9.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-430- 21.11% |
$72.6K - $82.8K
|
1.61K
$401K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-436- 21.75% |
$73.6K - $84K
|
1.57K
$392K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-437- 6.71% |
$73.8K - $84.2K
|
6.08K
$1.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-438- 3.13% |
$73.9K - $84.4K
|
13.6K
$3.39M
|
|
|
Feb 08, 2024
Q4 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-440- 1.98% |
$74.3K - $84.7K
|
21.8K
$5.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-443- 1.05% |
$74.8K - $85.3K
|
41.9K
$10.5M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-444- 11.31% |
$75K - $85.5K
|
3.48K
$870K
|
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-445- 20.53% |
$75.1K - $85.7K
|
1.72K
$430K
|
|
|
Feb 09, 2024
Q4 2023
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-448- 1.35% |
$75.6K - $86.3K
|
32.8K
$8.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-449- 7.82% |
$75.8K - $86.5K
|
5.29K
$1.32M
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-449- 2.59% |
$75.8K - $86.5K
|
16.9K
$4.23M
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-454- 7.57% |
$76.6K - $87.4K
|
5.54K
$1.38M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-458- 24.08% |
$77.3K - $88.2K
|
1.44K
$361K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-458- 8.43% |
$77.3K - $88.2K
|
4.97K
$1.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-467- 28.69% |
$78.8K - $89.9K
|
1.16K
$290K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-470- 3.05% |
$79.4K - $90.5K
|
15K
$3.74M
|
|
|
Jan 22, 2024
Q4 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-473- 11.12% |
$79.9K - $91.1K
|
3.78K
$945K
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-474- 22.26% |
$80K - $91.3K
|
1.66K
$413K
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-481- 7.94% |
$81.2K - $92.6K
|
5.58K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-485- 11.86% |
$81.9K - $93.4K
|
3.61K
$901K
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-486- 2.48% |
$82.1K - $93.6K
|
19.1K
$4.78M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-500- 7.62% |
$84.4K - $96.3K
|
6.06K
$1.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-500- 14.49% |
$84.4K - $96.3K
|
2.95K
$737K
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-505- 47.64% |
$85.3K - $97.3K
|
555
$139K
|
|
|
Feb 01, 2024
Q4 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
SELL
|
- |
-509- 2.56% |
$85.9K - $98K
|
19.3K
$4.83M
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-511- 5.03% |
$86.3K - $98.4K
|
9.64K
$2.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
SELL
|
- |
-513- 8.0% |
$86.6K - $98.8K
|
5.9K
$1.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-517- 0.49% |
$87.3K - $99.6K
|
105K
$26.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-531- 12.94% |
$89.6K - $102K
|
3.57K
$892K
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-531- 12.06% |
$89.6K - $102K
|
3.87K
$967K
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-531- 3.21% |
$89.6K - $102K
|
16K
$4.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-544- 27.39% |
$91.8K - $105K
|
1.44K
$360K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-550- 21.08% |
$92.9K - $106K
|
2.06K
$514K
|
|
|
Feb 13, 2024
Q4 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-550- 33.87% |
$92.9K - $106K
|
1.07K
$268K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-555- 3.9% |
$93.7K - $107K
|
13.7K
$3.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-557- 26.27% |
$94K - $107K
|
1.56K
$390K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-563- 1.96% |
$95.1K - $108K
|
28.1K
$7.03M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-574- 6.38% |
$96.9K - $111K
|
8.42K
$2.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-576- 6.87% |
$97.2K - $111K
|
7.81K
$1.95M
|
|
|
Jan 30, 2024
Q4 2023
|
Kiley Juergens Wealth Management, LLC
|
SELL
|
- |
-577- 3.48% |
$97.4K - $111K
|
16K
$4M
|