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 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.21K+ 66.45% |
$880K - $1M
|
13.1K
$3.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
5.15KNew |
$870K - $992K
|
5.15K
$1.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
5.13K+ 7.37% |
$867K - $989K
|
74.8K
$18.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
5KNew |
$844K - $963K
|
5K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
5KNew |
$844K - $963K
|
5K
$1.25M
|
|
|
Feb 15, 2024
Q4 2023
|
Nwi Management LP
New York, NY |
BUY
|
- |
5KNew |
$844K - $963K
|
5K
$1.25M
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
4.99K+ 183.97% |
$843K - $961K
|
7.7K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.99K+ 5.45% |
$842K - $961K
|
96.5K
$24.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
4.94K+ 265.45% |
$834K - $951K
|
6.8K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.9K+ 16.3% |
$827K - $944K
|
35K
$8.74M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
4.9K+ 34.59% |
$827K - $943K
|
19.1K
$4.76M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.87K+ 10.35% |
$822K - $938K
|
51.9K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
4.84KNew |
$816K - $931K
|
4.84K
$1.21M
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
4.83KNew |
$816K - $931K
|
4.83K
$1.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.75K+ 73.85% |
$802K - $915K
|
11.2K
$2.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.71K+ 3.91% |
$796K - $907K
|
125K
$31.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.6K+ 13.73% |
$776K - $885K
|
38.1K
$9.51M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
4.58KNew |
$774K - $883K
|
4.58K
$1.15M
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
BUY
|
- |
4.58K+ 43.62% |
$774K - $882K
|
15.1K
$3.77M
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
4.56KNew |
$769K - $877K
|
4.56K
$1.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
4.48KNew |
$757K - $863K
|
4.48K
$1.12M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.41K+ 45.08% |
$745K - $850K
|
14.2K
$3.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
4.34KNew |
$733K - $836K
|
4.34K
$1.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
4.26K+ 64.15% |
$719K - $820K
|
10.9K
$2.72M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
4.24K+ 0.5% |
$716K - $817K
|
845K
$211M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
4.24KNew |
$716K - $817K
|
4.24K
$1.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Visionary Horizons, LLC
Knoxville, TN |
BUY
|
- |
4.23KNew |
$714K - $814K
|
4.23K
$1.06M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
4.21KNew |
$710K - $810K
|
4.21K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Cabana LLC
Fayetteville, AR |
BUY
|
- |
4.13KNew |
$697K - $795K
|
4.13K
$1.03M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
4.1KNew |
$693K - $790K
|
4.1K
$1.03M
|
|
|
Feb 02, 2024
Q4 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
4.08K+ 1.65% |
$689K - $786K
|
251K
$62.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
4.05K+ 4.78% |
$683K - $780K
|
88.7K
$22.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
4.04K+ 15.53% |
$681K - $777K
|
30K
$7.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.99KNew |
$674K - $769K
|
3.99K
$997K
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
3.99KNew |
$673K - $767K
|
3.99K
$996K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
3.93KNew |
$663K - $756K
|
3.93K
$981K
|
|
|
Feb 14, 2024
Q4 2023
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
3.92KNew |
$661K - $754K
|
3.92K
$978K
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
3.83KNew |
$646K - $737K
|
3.83K
$956K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
3.78K+ 2.53% |
$639K - $728K
|
153K
$38.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
3.77KNew |
$636K - $725K
|
3.77K
$941K
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
3.75KNew |
$633K - $722K
|
3.75K
$937K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.7KNew |
$625K - $713K
|
3.7K
$925K
|
|
|
Jan 22, 2024
Q4 2023
|
Chico Wealth Ria
|
BUY
|
- |
3.67KNew |
$620K - $707K
|
3.67K
$917K
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
3.63KNew |
$613K - $699K
|
3.63K
$906K
|
|
|
Feb 14, 2024
Q4 2023
|
Ion Asset Management Ltd.
George Town, Grand Cayman, E9 |
BUY
|
- |
3.5K+ 2.58% |
$591K - $674K
|
139K
$34.7M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
BUY
|
- |
3.48KNew |
$588K - $671K
|
3.48K
$870K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
3.48KNew |
$588K - $670K
|
3.48K
$870K
|
|
|
Feb 13, 2024
Q4 2023
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.48KNew |
$587K - $670K
|
3.48K
$869K
|
|
|
Jan 31, 2024
Q4 2023
|
Savior LLC
|
BUY
|
- |
3.46K+ 7861.36% |
$584K - $666K
|
3.5K
$875K
|
|
|
Feb 09, 2024
Q4 2023
|
One River Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.43KNew |
$579K - $660K
|
3.43K
$857K
|