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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
180+ 5.28% |
$42.6K - $46.4K
|
3.59K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
180+ 0.76% |
$42.6K - $46.4K
|
23.7K
$6.84M
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
175+ 6.06% |
$41.4K - $45.1K
|
3.06K
$882K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
175+ 1.85% |
$41.4K - $45.1K
|
9.64K
$2.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
BUY
|
- |
171+ 2.64% |
$40.5K - $44K
|
6.65K
$1.91M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
170+ 4.58% |
$40.2K - $43.8K
|
3.88K
$1.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
170+ 8.68% |
$40.2K - $43.8K
|
2.13K
$613K
|
|
|
Jan 31, 2025
Q4 2024
|
Rye Brook Capital LLC
|
BUY
|
- |
170+ 1.3% |
$40.2K - $43.8K
|
13.2K
$3.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
170+ 4.19% |
$40.2K - $43.8K
|
4.23K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
170+ 2.78% |
$40.2K - $43.8K
|
6.28K
$1.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
169+ 10.01% |
$40K - $43.5K
|
1.86K
$535K
|
|
|
Feb 25, 2025
Q4 2024
|
Shufro Rose & CO LLC
|
BUY
|
- |
169+ 0.27% |
$40K - $43.5K
|
62.9K
$18.1M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
166+ 13.45% |
$39.3K - $42.7K
|
1.4K
$403K
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
165+ 5.1% |
$39K - $42.5K
|
3.4K
$979K
|
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
163+ 19.78% |
$38.6K - $42K
|
987
$284K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
163New |
$38.6K - $42K
|
163
$47K
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
161+ 14.44% |
$38.1K - $41.5K
|
1.28K
$368K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
160New |
$37.9K - $41.2K
|
160
$46.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
155+ 4.02% |
$36.7K - $39.9K
|
4.01K
$1.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
155+ 5.4% |
$36.7K - $39.9K
|
3.03K
$872K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
151+ 48.09% |
$35.7K - $38.9K
|
465
$134K
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
150+ 15.82% |
$35.5K - $38.6K
|
1.1K
$316K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
149+ 9.0% |
$35.3K - $38.4K
|
1.8K
$520K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
148+ 1.86% |
$35K - $38.1K
|
8.11K
$2.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
147+ 11.69% |
$34.8K - $37.9K
|
1.4K
$405K
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
146+ 7.0% |
$34.5K - $37.6K
|
2.23K
$643K
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
146+ 2.75% |
$34.5K - $37.6K
|
5.45K
$1.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
145+ 9.7% |
$34.3K - $37.3K
|
1.64K
$473K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
143+ 10.74% |
$33.8K - $36.8K
|
1.48K
$425K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
142+ 10.73% |
$33.6K - $36.6K
|
1.47K
$422K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
141+ 0.38% |
$33.4K - $36.3K
|
37.7K
$10.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
140+ 9.57% |
$33.1K - $36.1K
|
1.6K
$462K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
140+ 0.45% |
$33.1K - $36.1K
|
31K
$8.93M
|
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
139+ 16.65% |
$32.9K - $35.8K
|
974
$281K
|
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
139+ 13.61% |
$32.9K - $35.8K
|
1.16K
$334K
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
138+ 7.8% |
$32.6K - $35.5K
|
1.91K
$550K
|
|
|
Feb 13, 2025
Q4 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
137+ 0.62% |
$32.4K - $35.3K
|
22.1K
$6.36M
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
137+ 4.97% |
$32.4K - $35.3K
|
2.89K
$834K
|
|
|
Jan 14, 2025
Q4 2024
|
626 Financial, LLC
|
BUY
|
- |
135+ 3.48% |
$31.9K - $34.8K
|
4.01K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
135+ 10.83% |
$31.9K - $34.8K
|
1.38K
$398K
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
135+ 5.69% |
$31.9K - $34.8K
|
2.51K
$722K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
132+ 1.73% |
$31.2K - $34K
|
7.76K
$2.24M
|
|
|
Feb 14, 2025
Q4 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
132+ 22.68% |
$31.2K - $34K
|
714
$206K
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
127+ 0.83% |
$30K - $32.7K
|
15.4K
$4.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
127New |
$30K - $32.7K
|
127
$36.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
127+ 0.9% |
$30K - $32.7K
|
14.3K
$4.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
126+ 12.16% |
$29.8K - $32.4K
|
1.16K
$335K
|
|
|
Jan 24, 2025
Q4 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
125+ 12.83% |
$29.6K - $32.2K
|
1.1K
$317K
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
124+ 9.0% |
$29.3K - $31.9K
|
1.5K
$433K
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
124+ 2.54% |
$29.3K - $31.9K
|
5K
$1.44M
|