Latest Institutional Purchases of Spdr Gold Trust (GLD)
This list provides information on the latest institutional transactions involving Spdr Gold Trust (GLD) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.9K+ 11.23% |
$321K - $366K
|
18.8K
$4.56M
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.71KNew |
$288K - $328K
|
1.71K
$413K
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.5KNew |
$253K - $289K
|
1.5K
$363K
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.5KNew |
$253K - $289K
|
1.5K
$363K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.45KNew |
$244K - $278K
|
1.45K
$350K
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.42KNew |
$240K - $274K
|
1.42K
$344K
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.41KNew |
$239K - $272K
|
1.41K
$342K
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.41KNew |
$237K - $271K
|
1.41K
$340K
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.4KNew |
$237K - $270K
|
1.4K
$340K
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
1.32KNew |
$223K - $255K
|
1.32K
$320K
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.31KNew |
$221K - $252K
|
1.31K
$317K
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.28KNew |
$216K - $246K
|
1.28K
$310K
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.21KNew |
$205K - $234K
|
1.21K
$294K
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.17KNew |
$198K - $226K
|
1.17K
$284K
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.16KNew |
$196K - $223K
|
1.16K
$280K
|
|
Feb 14, 2024
Q4 2023
|
Diker Management LLC
New York, NY |
BUY
|
- |
1.14KNew |
$192K - $219K
|
1.14K
$275K
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.13KNew |
$190K - $217K
|
1.13K
$272K
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
1.12KNew |
$190K - $216K
|
1.12K
$272K
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
1.12KNew |
$190K - $216K
|
1.12K
$272K
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.11KNew |
$188K - $215K
|
1.11K
$270K
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
CALL |
1.1KNew |
$186K - $212K
|
1.1K
$266K
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
1.1KNew |
$186K - $212K
|
1.1K
$266K
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.1KNew |
$186K - $212K
|
1.1K
$266K
|
|
Feb 08, 2024
Q4 2023
|
Aegis Financial Corp
Mc Lean, VA |
BUY
|
- |
1.1KNew |
$185K - $211K
|
1.1K
$266K
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.09KNew |
$184K - $210K
|
1.09K
$264K
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.09KNew |
$183K - $209K
|
1.09K
$263K
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.08KNew |
$183K - $209K
|
1.08K
$262K
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
1.08KNew |
$182K - $207K
|
1.08K
$261K
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.06KNew |
$179K - $204K
|
1.06K
$256K
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.05KNew |
$177K - $202K
|
1.05K
$254K
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
808New |
$136K - $156K
|
808
$196K
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
781New |
$132K - $150K
|
781
$189K
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
736New |
$124K - $142K
|
736
$178K
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
705New |
$119K - $136K
|
705
$171K
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
628New |
$106K - $121K
|
628
$152K
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$84.4K - $96.3K
|
500
$121K
|
|
Feb 02, 2024
Q4 2023
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
498New |
$84.1K - $95.9K
|
498
$121K
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
400New |
$67.5K - $77K
|
400
$96.9K
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
386New |
$65.2K - $74.3K
|
386
$93.5K
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
338New |
$57.1K - $65.1K
|
338
$81.9K
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
314New |
$53K - $60.5K
|
314
$76.1K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
286+ 0.25% |
$48.3K - $55.1K
|
115K
$27.8M
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
232New |
$39.2K - $44.7K
|
232
$56.2K
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
230+ 1.91% |
$38.8K - $44.3K
|
12.3K
$2.97M
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
230New |
$38.8K - $44.3K
|
230
$55.7K
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
219New |
$37K - $42.2K
|
219
$53K
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
218New |
$36.8K - $42K
|
218
$52.8K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
200New |
$33.8K - $38.5K
|
200
$48.4K
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
193+ 37.26% |
$32.6K - $37.2K
|
711
$172K
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
185New |
$31.2K - $35.6K
|
185
$44.8K
|