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 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
3.85K+ 62.53% |
$910K - $990K
|
10K
$3.07M
|
|
|
Jan 27, 2025
Q4 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
3.73K+ 10.54% |
$883K - $961K
|
39.2K
$12M
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
3.7KNew |
$876K - $953K
|
3.7K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
3.69KNew |
$873K - $950K
|
3.69K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.69K+ 3.12% |
$872K - $949K
|
122K
$37.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
3.67K+ 10.42% |
$868K - $945K
|
38.9K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
3.66KNew |
$866K - $942K
|
3.66K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
3.64KNew |
$862K - $938K
|
3.64K
$1.12M
|
|
|
Jan 29, 2025
Q4 2024
|
Boston Premier Wealth LLC
Hanover, MA |
BUY
|
- |
3.61KNew |
$855K - $931K
|
3.61K
$1.11M
|
|
|
Feb 14, 2025
Q4 2024
|
North Rock Partners, LLC
|
BUY
|
- |
3.59KNew |
$849K - $924K
|
3.59K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
3.58K+ 7.54% |
$848K - $923K
|
51.1K
$15.7M
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
3.58K+ 33.5% |
$847K - $922K
|
14.3K
$4.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
3.56K+ 91.46% |
$841K - $916K
|
7.44K
$2.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
3.56KNew |
$841K - $916K
|
3.56K
$1.09M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
3.56K+ 493.07% |
$841K - $915K
|
4.28K
$1.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
3.54K+ 301.7% |
$838K - $912K
|
4.72K
$1.45M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
3.47K+ 0.5% |
$821K - $894K
|
695K
$213M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
3.47K+ 8.98% |
$820K - $893K
|
42.1K
$12.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Investment Management, LLC
|
BUY
|
- |
3.47K+ 10.47% |
$820K - $893K
|
36.6K
$11.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
3.45K+ 1.88% |
$817K - $889K
|
187K
$57.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Fortress Financial Solutions, LLC
Tucson, AZ |
BUY
|
- |
3.45KNew |
$816K - $888K
|
3.45K
$1.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Holowesko Partners Ltd.
Nassau, C5 |
BUY
|
- |
3.4K+ 48.57% |
$804K - $876K
|
10.4K
$3.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.36K+ 5.47% |
$794K - $864K
|
64.7K
$19.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
3.34K+ 9.26% |
$791K - $861K
|
39.4K
$12.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
BUY
|
- |
3.33K+ 41.29% |
$789K - $859K
|
11.4K
$3.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
3.28K+ 30.09% |
$775K - $844K
|
14.2K
$4.34M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
3.22K+ 119.54% |
$761K - $829K
|
5.91K
$1.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
3.2K+ 25.23% |
$758K - $825K
|
15.9K
$4.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Tepp Ria, LLC
Westfield, NJ |
BUY
|
- |
3.14KNew |
$742K - $807K
|
3.14K
$962K
|
|
|
Feb 13, 2025
Q4 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
3.11KNew |
$735K - $800K
|
3.11K
$953K
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
3.08KNew |
$729K - $793K
|
3.08K
$945K
|
|
|
Feb 07, 2025
Q4 2024
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
3.07KNew |
$727K - $792K
|
3.07K
$943K
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
3.06K+ 4.1% |
$725K - $789K
|
77.8K
$23.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
3.03K+ 103.24% |
$716K - $780K
|
5.96K
$1.83M
|
|
|
Jan 14, 2025
Q4 2024
|
Client First Capital LLC
|
BUY
|
- |
3.03K+ 4.6% |
$716K - $779K
|
68.8K
$21.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.03K+ 10.99% |
$716K - $779K
|
30.5K
$9.37M
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
3.02KNew |
$714K - $777K
|
3.02K
$926K
|
|
|
Jan 23, 2025
Q4 2024
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
BUY
|
- |
3K+ 200.0% |
$710K - $773K
|
4.5K
$1.38M
|
|
|
Feb 28, 2025
Q4 2024
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
BUY
|
- |
2.99KNew |
$706K - $769K
|
2.99K
$916K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.98KNew |
$704K - $766K
|
2.98K
$912K
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
2.95KNew |
$698K - $760K
|
2.95K
$905K
|
|
|
Jan 17, 2025
Q4 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
2.95KNew |
$698K - $760K
|
2.95K
$905K
|
|
|
Feb 04, 2025
Q4 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
2.94K+ 4.58% |
$695K - $756K
|
67.1K
$20.6M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.92K+ 1.48% |
$690K - $751K
|
200K
$61.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
2.87K+ 21.67% |
$679K - $739K
|
16.1K
$4.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Kaufman Rossin Wealth, LLC
Miami, FL |
BUY
|
- |
2.86KNew |
$675K - $735K
|
2.86K
$876K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.85K+ 1.9% |
$675K - $734K
|
153K
$46.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
2.85K+ 57.79% |
$674K - $733K
|
7.78K
$2.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.84K+ 12.94% |
$672K - $731K
|
24.8K
$7.6M
|
|
|
Feb 05, 2025
Q4 2024
|
Sharkey, Howes & Javer
|
BUY
|
- |
2.83K+ 31.67% |
$670K - $729K
|
11.8K
$3.61M
|