Latest Institutional Transactions on Spdr Gold Trust (GLD)
This table provides information on the latest institutional transactions involving Spdr Gold Trust (GLD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-5.34K- 81.64% |
$901K - $1.03M
|
1.2K
$291K
|
|
Jan 23, 2024
Q4 2023
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-1.02K- 8.51% |
$172K - $196K
|
10.9K
$2.65M
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
1.12KNew |
$190K - $216K
|
1.12K
$272K
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.1KNew |
$186K - $212K
|
1.1K
$266K
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.41KNew |
$237K - $271K
|
1.41K
$340K
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
20+ 1.4% |
$3.38K - $3.85K
|
1.45K
$351K
|
|
Jan 19, 2024
Q4 2023
|
Marks Wealth, LLC
|
BUY
|
- |
174KNew |
$29.4M - $33.5M
|
174K
$42.2M
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-230- 53.49% |
$38.8K - $44.3K
|
200
$48.4K
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-62- 4.0% |
$10.5K - $11.9K
|
1.49K
$360K
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
230New |
$38.8K - $44.3K
|
230
$55.7K
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
2.4K+ 35.8% |
$405K - $462K
|
9.1K
$2.2M
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.4KNew |
$237K - $270K
|
1.4K
$340K
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.09KNew |
$183K - $209K
|
1.09K
$263K
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.11KNew |
$188K - $215K
|
1.11K
$270K
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.05KNew |
$177K - $202K
|
1.05K
$254K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
100New |
$16.9K - $19.3K
|
100
$24.2K
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-632- 24.35% |
$107K - $122K
|
1.96K
$475K
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-15- 0.49% |
$2.53K - $2.89K
|
3.05K
$738K
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-275- 27.61% |
$46.4K - $53K
|
721
$175K
|
|
Jan 17, 2024
Q4 2023
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-30K- 60.9% |
$5.06M - $5.78M
|
19.3K
$4.66M
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-7- 0.11% |
$1.18K - $1.35K
|
6.39K
$1.55M
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
1.32KNew |
$223K - $255K
|
1.32K
$320K
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
100+ 1.56% |
$16.9K - $19.3K
|
6.5K
$1.58M
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
338New |
$57.1K - $65.1K
|
338
$81.9K
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-800- 10.37% |
$135K - $154K
|
6.91K
$1.67M
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
60+ 12.85% |
$10.1K - $11.6K
|
527
$128K
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
35New |
$5.91K - $6.74K
|
35
$8.48K
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
SELL
|
- |
-613- 21.86% |
$103K - $118K
|
2.19K
$531K
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
5.15KNew |
$870K - $992K
|
5.15K
$1.25M
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-700- 37.74% |
$118K - $135K
|
1.16K
$280K
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$84.4K - $96.3K
|
500
$121K
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
SELL
|
CALL |
-660- 95.65% |
$111K - $127K
|
30
$7.27K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-730- 3.35% |
$123K - $141K
|
21K
$5.1M
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-324- 6.86% |
$54.7K - $62.4K
|
4.4K
$1.06M
|
|
Jan 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-29- 1.89% |
$4.9K - $5.59K
|
1.5K
$364K
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
BUY
|
- |
5.84K+ 11.19% |
$986K - $1.13M
|
58.1K
$14.1M
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-150- 62.5% |
$25.3K - $28.9K
|
90
$21.8K
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-29- 1.83% |
$4.9K - $5.59K
|
1.55K
$376K
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-170- 5.59% |
$28.7K - $32.7K
|
2.87K
$695K
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.13KNew |
$190K - $217K
|
1.13K
$272K
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
112+ 4.76% |
$18.9K - $21.6K
|
2.47K
$597K
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
115+ 14.01% |
$19.4K - $22.1K
|
936
$227K
|
|
Jan 09, 2024
Q4 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-770- 33.22% |
$130K - $148K
|
1.55K
$375K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.76K- 8.25% |
$466K - $531K
|
30.7K
$7.43M
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.06KNew |
$179K - $204K
|
1.06K
$256K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-5- 0.13% |
$844 - $963
|
3.87K
$937K
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-827- 38.25% |
$140K - $159K
|
1.34K
$323K
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-250- 20.48% |
$42.2K - $48.1K
|
971
$235K
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
193+ 37.26% |
$32.6K - $37.2K
|
711
$172K
|
|
Q3 2023 | |||||||
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-100- 5.78% |
$17.1K - $18.4K
|
1.63K
$395K
|