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 |
---|---|---|---|---|---|---|---|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-11- 1.36% |
$1.86K - $2.12K
|
798
$245K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
70New |
$11.8K - $13.5K
|
70
$21.5K
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
781New |
$132K - $150K
|
781
$240K
|
|
Jan 30, 2024
Q4 2023
|
Cortland Associates Inc
|
SELL
|
- |
-727- 1.07% |
$123K - $140K
|
67.1K
$20.6M
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
2.4K+ 7.64% |
$406K - $463K
|
33.9K
$10.4M
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
162+ 6.59% |
$27.4K - $31.2K
|
2.62K
$806K
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-166- 5.59% |
$28K - $32K
|
2.81K
$863K
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.31KNew |
$221K - $252K
|
1.31K
$403K
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-300- 7.06% |
$50.6K - $57.8K
|
3.95K
$1.21M
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
BUY
|
- |
130New |
$21.9K - $25K
|
130
$40K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
286+ 0.25% |
$48.3K - $55.1K
|
115K
$35.3M
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.16KNew |
$196K - $223K
|
1.16K
$356K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
163+ 38.35% |
$27.5K - $31.4K
|
588
$181K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
232New |
$39.2K - $44.7K
|
232
$71.4K
|
|
Jan 26, 2024
Q4 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-3- 0.65% |
$506 - $578
|
456
$140K
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.09KNew |
$184K - $210K
|
1.09K
$335K
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
230+ 1.91% |
$38.8K - $44.3K
|
12.3K
$3.77M
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-5- 0.4% |
$844 - $963
|
1.24K
$380K
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
123+ 1.87% |
$20.8K - $23.7K
|
6.69K
$2.06M
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-3- 0.19% |
$506 - $578
|
1.61K
$494K
|
|
Jan 23, 2024
Q4 2023
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-21.8K- 7.96% |
$3.68M - $4.2M
|
252K
$77.5M
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
230New |
$38.8K - $44.3K
|
230
$70.7K
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
2.4K+ 35.8% |
$405K - $462K
|
9.1K
$2.8M
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.4KNew |
$237K - $270K
|
1.4K
$432K
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.05KNew |
$177K - $202K
|
1.05K
$323K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
100New |
$16.9K - $19.3K
|
100
$30.8K
|
|
Jan 17, 2024
Q4 2023
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-30K- 60.9% |
$5.06M - $5.78M
|
19.3K
$5.92M
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
100+ 1.56% |
$16.9K - $19.3K
|
6.5K
$2M
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
5.15KNew |
$870K - $992K
|
5.15K
$1.59M
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
SELL
|
CALL |
-660- 95.65% |
$111K - $127K
|
30
$9.23K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-730- 3.35% |
$123K - $141K
|
21K
$6.47M
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-29- 1.83% |
$4.9K - $5.59K
|
1.55K
$478K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.76K- 8.25% |
$466K - $531K
|
30.7K
$9.44M
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.06KNew |
$179K - $204K
|
1.06K
$325K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-5- 0.13% |
$844 - $963
|
3.87K
$1.19M
|
|
Q3 2023 | |||||||
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.89KNew |
$324K - $347K
|
1.89K
$580K
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
CALL |
6KNew |
$1.03M - $1.1M
|
6K
$1.85M
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
226New |
$38.7K - $41.5K
|
226
$69.5K
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.6K- 43.88% |
$274K - $294K
|
2.05K
$630K
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-83- 5.26% |
$14.2K - $15.2K
|
1.5K
$460K
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.74K- 7.52% |
$298K - $320K
|
21.4K
$6.59M
|
|
Nov 14, 2023
Q3 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
87+ 0.96% |
$14.9K - $16K
|
9.12K
$2.8M
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-60- 2.14% |
$10.3K - $11K
|
2.74K
$843K
|
|
Nov 14, 2023
Q3 2023
|
Avenir Corp
Washington, DC |
SELL
|
- |
-780- 26.95% |
$134K - $143K
|
2.11K
$650K
|
|
Nov 14, 2023
Q3 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
SELL
|
- |
-15.2K- 26.06% |
$2.6M - $2.79M
|
43.1K
$13.3M
|
|
Nov 14, 2023
Q3 2023
|
Herr Investment Group LLC
Austin, TX |
SELL
|
- |
-90- 2.78% |
$15.4K - $16.5K
|
3.15K
$969K
|
|
Nov 14, 2023
Q3 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
1.8KNew |
$309K - $331K
|
1.8K
$554K
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-2.74K- 1.4% |
$470K - $503K
|
193K
$59.4M
|
|
Nov 14, 2023
Q3 2023
|
Alpha Square Group S, LLC
New York, NY |
SELL
|
- |
-2.82K- 41.32% |
$483K - $517K
|
4K
$1.23M
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-208- 1.64% |
$35.7K - $38.2K
|
12.5K
$3.85M
|