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 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
9.1K+ 4.51% |
$1.54M - $1.75M
|
211K
$52.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
9.03K+ 50.87% |
$1.53M - $1.74M
|
26.8K
$6.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
9K+ 48.19% |
$1.52M - $1.73M
|
27.7K
$6.91M
|
|
|
Feb 06, 2024
Q4 2023
|
Nav Point Financial, Inc.
Prior Lake, MN |
BUY
|
- |
8.95KNew |
$1.51M - $1.72M
|
8.95K
$2.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.81K+ 2.5% |
$1.49M - $1.7M
|
361K
$90.2M
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
8.69K+ 23.4% |
$1.47M - $1.67M
|
45.8K
$11.5M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
8.61K+ 5.78% |
$1.45M - $1.66M
|
158K
$39.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
8.5K+ 77.27% |
$1.44M - $1.64M
|
19.5K
$4.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
8.3K+ 559.34% |
$1.4M - $1.6M
|
9.78K
$2.44M
|
|
|
Oct 21, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
8.28K+ 62.59% |
$1.4M - $1.6M
|
21.5K
$5.38M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.14KNew |
$1.37M - $1.57M
|
8.14K
$2.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
8.01KNew |
$1.35M - $1.54M
|
8.01K
$2M
|
|
|
Jan 19, 2024
Q4 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
7.99K+ 854.01% |
$1.35M - $1.54M
|
8.92K
$2.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.89K+ 7.61% |
$1.33M - $1.52M
|
112K
$27.9M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
7.66KNew |
$1.29M - $1.47M
|
7.66K
$1.91M
|
|
|
Jan 22, 2024
Q4 2023
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
7.58K+ 33.07% |
$1.28M - $1.46M
|
30.5K
$7.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
7.49K+ 124.91% |
$1.26M - $1.44M
|
13.5K
$3.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
7.45K+ 19.22% |
$1.26M - $1.43M
|
46.2K
$11.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7.27K+ 22.18% |
$1.23M - $1.4M
|
40K
$10M
|
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
7.22K+ 2.11% |
$1.22M - $1.39M
|
349K
$87.1M
|
|
|
Aug 13, 2024
Q4 2023
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
7.21KNew |
$1.22M - $1.39M
|
7.21K
$1.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.19KNew |
$1.21M - $1.38M
|
7.19K
$1.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.11K+ 25.22% |
$1.2M - $1.37M
|
35.3K
$8.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
7.08K+ 143.22% |
$1.19M - $1.36M
|
12K
$3M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
6.89K+ 9.69% |
$1.16M - $1.33M
|
78K
$19.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
6.83K+ 8.42% |
$1.15M - $1.31M
|
87.9K
$22M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6.79KNew |
$1.15M - $1.31M
|
6.79K
$1.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.62K+ 11.86% |
$1.12M - $1.27M
|
62.4K
$15.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.6K+ 6.53% |
$1.11M - $1.27M
|
108K
$26.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
6.46KNew |
$1.09M - $1.24M
|
6.46K
$1.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
6.32K+ 91.53% |
$1.07M - $1.22M
|
13.2K
$3.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
6.32K+ 6.17% |
$1.07M - $1.22M
|
109K
$27.1M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
6.26KNew |
$1.06M - $1.2M
|
6.26K
$1.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Advisor Shares Investments LLC
Bethesda, MD |
BUY
|
- |
6.19KNew |
$1.04M - $1.19M
|
6.19K
$1.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
6.15K+ 24.34% |
$1.04M - $1.19M
|
31.4K
$7.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
6.12KNew |
$1.03M - $1.18M
|
6.12K
$1.53M
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
6.1KNew |
$1.03M - $1.18M
|
6.1K
$1.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
6.09K+ 10.61% |
$1.03M - $1.17M
|
63.5K
$15.9M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
5.87K+ 3.57% |
$992K - $1.13M
|
171K
$42.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
5.87K+ 3.15% |
$992K - $1.13M
|
193K
$48.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
5.84K+ 11.19% |
$986K - $1.13M
|
58.1K
$14.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
5.83KNew |
$983K - $1.12M
|
5.83K
$1.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
5.75KNew |
$970K - $1.11M
|
5.75K
$1.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
5.66K+ 30.33% |
$956K - $1.09M
|
24.3K
$6.08M
|
|
|
Feb 12, 2024
Q4 2023
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
5.59K+ 38.44% |
$944K - $1.08M
|
20.1K
$5.03M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
5.54KNew |
$934K - $1.07M
|
5.54K
$1.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
5.52K+ 28.55% |
$931K - $1.06M
|
24.8K
$6.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
5.42K+ 8.64% |
$915K - $1.04M
|
68.2K
$17M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.39K+ 36.4% |
$909K - $1.04M
|
20.2K
$5.04M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
5.25KNew |
$886K - $1.01M
|
5.25K
$1.31M
|