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 |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q4 2023
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
3.41KNew |
$575K - $656K
|
3.41K
$851K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
3.4K+ 31.87% |
$574K - $654K
|
14.1K
$3.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Oceanside Advisors LLC
Mount Pleasant, SC |
BUY
|
- |
3.38KNew |
$571K - $651K
|
3.38K
$845K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.29KNew |
$555K - $633K
|
3.29K
$821K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.25K+ 8.07% |
$549K - $626K
|
43.5K
$10.9M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
3.24KNew |
$548K - $625K
|
3.24K
$810K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
3.23K+ 20.54% |
$544K - $621K
|
18.9K
$4.73M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.22K+ 30.83% |
$543K - $620K
|
13.7K
$3.41M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
3.19K+ 129.0% |
$538K - $613K
|
5.65K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
3.19K+ 10.3% |
$538K - $613K
|
34.1K
$8.52M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
3.17K+ 133.8% |
$535K - $611K
|
5.54K
$1.38M
|
|
|
Jan 31, 2024
Q4 2023
|
Bcm Advisors, LLC
|
BUY
|
- |
3.15K+ 1.27% |
$532K - $607K
|
252K
$62.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
3.15KNew |
$531K - $606K
|
3.15K
$786K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3.06KNew |
$517K - $589K
|
3.06K
$765K
|
|
|
Feb 09, 2024
Q4 2023
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
3.03KNew |
$512K - $584K
|
3.03K
$757K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.03KNew |
$511K - $583K
|
3.03K
$756K
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
3.02KNew |
$510K - $582K
|
3.02K
$755K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3K+ 7.37% |
$507K - $578K
|
43.7K
$10.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
3KNew |
$506K - $577K
|
3K
$749K
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
3K+ 13.6% |
$506K - $577K
|
25K
$6.25M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
2.96K+ 17.09% |
$500K - $570K
|
20.3K
$5.07M
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
2.95KNew |
$499K - $569K
|
2.95K
$738K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
2.95KNew |
$498K - $568K
|
2.95K
$737K
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.93K+ 4.13% |
$494K - $564K
|
73.7K
$18.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
2.91K+ 9.89% |
$491K - $560K
|
32.3K
$8.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
2.89K+ 628.7% |
$488K - $557K
|
3.35K
$837K
|
|
|
Jan 25, 2024
Q4 2023
|
American Asset Management Inc.
|
BUY
|
- |
2.87KNew |
$485K - $553K
|
2.87K
$718K
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
2.87KNew |
$485K - $553K
|
2.87K
$717K
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
BUY
|
- |
2.86K+ 3.63% |
$483K - $551K
|
81.6K
$20.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
2.86KNew |
$482K - $550K
|
2.86K
$714K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2.85KNew |
$482K - $549K
|
2.85K
$713K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.78K+ 35.7% |
$470K - $536K
|
10.6K
$2.64M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
2.77KNew |
$467K - $533K
|
2.77K
$691K
|
|
|
Feb 09, 2024
Q4 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
2.77K+ 4.84% |
$467K - $533K
|
59.9K
$15M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
2.76KNew |
$466K - $532K
|
2.76K
$690K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.74KNew |
$463K - $528K
|
2.74K
$685K
|
|
|
Jan 17, 2024
Q4 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
2.71K+ 48.33% |
$457K - $522K
|
8.31K
$2.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.69K+ 8.73% |
$454K - $518K
|
33.5K
$8.36M
|
|
|
Feb 02, 2024
Q4 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
2.65K+ 0.63% |
$448K - $511K
|
421K
$105M
|
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
2.65K+ 35.71% |
$447K - $510K
|
10.1K
$2.52M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.63K+ 750.29% |
$443K - $506K
|
2.98K
$744K
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
BUY
|
- |
2.63KNew |
$443K - $506K
|
2.63K
$656K
|
|
|
Jan 25, 2024
Q4 2023
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
2.61KNew |
$441K - $503K
|
2.61K
$653K
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
2.58KNew |
$436K - $498K
|
2.58K
$646K
|
|
|
Feb 13, 2024
Q4 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
2.58KNew |
$435K - $497K
|
2.58K
$644K
|
|
|
Feb 14, 2024
Q4 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
2.58KNew |
$435K - $496K
|
2.58K
$644K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.56K+ 8.75% |
$431K - $492K
|
31.8K
$7.93M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.54K+ 29.81% |
$430K - $490K
|
11.1K
$2.77M
|
|
|
Feb 16, 2024
Q4 2023
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
2.5KNew |
$422K - $482K
|
2.5K
$625K
|
|
|
Feb 14, 2024
Q4 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
2.5KNew |
$422K - $481K
|
2.5K
$624K
|