Purchases and Sales Made in Q4 2024 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q4 2024. 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, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
742+ 17.89% |
$176K - $191K
|
4.89K
$1.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
740+ 13.54% |
$175K - $191K
|
6.21K
$1.79M
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
740New |
$175K - $191K
|
740
$213K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
738+ 39.19% |
$175K - $190K
|
2.62K
$755K
|
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
732+ 12.33% |
$173K - $188K
|
6.67K
$1.92M
|
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
717+ 6.68% |
$170K - $185K
|
11.5K
$3.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
711+ 48.87% |
$168K - $183K
|
2.17K
$624K
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
708+ 1.29% |
$168K - $182K
|
55.7K
$16.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
704+ 46.65% |
$167K - $181K
|
2.21K
$638K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
703+ 14.06% |
$166K - $181K
|
5.7K
$1.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
700+ 6.31% |
$166K - $180K
|
11.8K
$3.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
677+ 10.95% |
$160K - $174K
|
6.86K
$1.98M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
674+ 27.22% |
$159K - $174K
|
3.15K
$908K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
672New |
$159K - $173K
|
672
$194K
|
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
665+ 4.67% |
$157K - $171K
|
14.9K
$4.29M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
660+ 7.88% |
$156K - $170K
|
9.04K
$2.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
655+ 7.34% |
$155K - $169K
|
9.58K
$2.76M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
652New |
$154K - $168K
|
652
$188K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
646+ 10.49% |
$153K - $166K
|
6.8K
$1.96M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
645+ 6.7% |
$153K - $166K
|
10.3K
$2.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
644+ 12.38% |
$152K - $166K
|
5.85K
$1.69M
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
642New |
$152K - $165K
|
642
$185K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
638New |
$151K - $164K
|
638
$184K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
633+ 3.14% |
$150K - $163K
|
20.8K
$5.99M
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
625+ 12.74% |
$148K - $161K
|
5.53K
$1.59M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
621+ 10.23% |
$147K - $160K
|
6.69K
$1.93M
|
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
616+ 11.89% |
$146K - $159K
|
5.8K
$1.67M
|
|
|
Feb 14, 2025
Q4 2024
|
Ion Asset Management Ltd.
George Town, Grand Cayman, E9 |
BUY
|
- |
613+ 9.76% |
$145K - $158K
|
6.9K
$1.99M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
610+ 105.9% |
$144K - $157K
|
1.19K
$342K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
607+ 3.68% |
$144K - $156K
|
17.1K
$4.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
607+ 1.5% |
$144K - $156K
|
41.1K
$11.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
604+ 34.4% |
$143K - $156K
|
2.36K
$680K
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
600+ 39.97% |
$142K - $155K
|
2.1K
$605K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
600+ 4.53% |
$142K - $155K
|
13.9K
$3.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Lake Street Financial LLC
|
BUY
|
- |
599+ 120.28% |
$142K - $154K
|
1.1K
$316K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
599+ 16.69% |
$142K - $154K
|
4.19K
$1.21M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
595+ 3.5% |
$141K - $153K
|
17.6K
$5.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
591+ 34.7% |
$140K - $152K
|
2.29K
$661K
|
|
|
Jan 13, 2025
Q4 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
585+ 7.28% |
$138K - $151K
|
8.62K
$2.48M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
579+ 23.6% |
$137K - $149K
|
3.03K
$874K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
578+ 18.63% |
$137K - $149K
|
3.68K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
575+ 18.97% |
$136K - $148K
|
3.61K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
570New |
$135K - $147K
|
570
$164K
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
565+ 21.03% |
$134K - $145K
|
3.25K
$937K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
558+ 10.69% |
$132K - $144K
|
5.78K
$1.67M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
549+ 16.36% |
$130K - $141K
|
3.91K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
546+ 51.61% |
$129K - $141K
|
1.6K
$462K
|
|
|
Jan 28, 2025
Q4 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
545+ 0.69% |
$129K - $140K
|
79.9K
$23M
|
|
|
Feb 14, 2025
Q4 2024
|
Banque De Luxembourg S.A.
Luxembourg, N4 |
BUY
|
- |
545New |
$129K - $140K
|
545
$157K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
540+ 2.01% |
$128K - $139K
|
27.4K
$7.89M
|