Purchases and Sales Made in Q1 2023 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
1.35K+ 37.07% |
$227K - $250K
|
4.98K
$1.18M
|
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
1.35KNew |
$226K - $250K
|
1.35K
$320K
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
1.34KNew |
$225K - $249K
|
1.34K
$318K
|
|
|
Oct 10, 2024
Q1 2023
|
Tamar Securities, LLC
|
BUY
|
- |
1.34K+ 7.57% |
$225K - $248K
|
19K
$4.51M
|
|
|
May 11, 2023
Q1 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.3KNew |
$220K - $242K
|
1.3K
$310K
|
|
|
May 15, 2023
Q1 2023
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
1.3K+ 388.06% |
$219K - $241K
|
1.64K
$389K
|
|
|
Apr 12, 2023
Q1 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.29KNew |
$217K - $239K
|
1.29K
$306K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.28K+ 4.72% |
$215K - $238K
|
28.4K
$6.74M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
1.27K+ 41.2% |
$214K - $237K
|
4.37K
$1.04M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.27K+ 15.37% |
$214K - $236K
|
9.53K
$2.27M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.27K+ 3.59% |
$213K - $236K
|
36.6K
$8.7M
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.27K+ 575.45% |
$213K - $235K
|
1.49K
$353K
|
|
|
Apr 28, 2023
Q1 2023
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
1.25KNew |
$210K - $232K
|
1.25K
$297K
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.22K+ 90.71% |
$205K - $227K
|
2.57K
$610K
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.22K+ 28.66% |
$205K - $226K
|
5.45K
$1.3M
|
|
|
May 11, 2023
Q1 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
1.21K+ 4.83% |
$204K - $225K
|
26.3K
$6.25M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.21KNew |
$204K - $225K
|
1.21K
$287K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.2KNew |
$202K - $223K
|
1.2K
$285K
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
1.2K+ 2.82% |
$201K - $222K
|
43.6K
$10.3M
|
|
|
May 02, 2023
Q1 2023
|
Sound Financial Strategies Group, LLC
|
BUY
|
- |
1.19KNew |
$200K - $221K
|
1.19K
$283K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.19K+ 3.43% |
$200K - $220K
|
35.8K
$8.5M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.18K+ 9.07% |
$199K - $220K
|
14.2K
$3.38M
|
|
|
May 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
1.18KNew |
$199K - $220K
|
1.18K
$281K
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.18K+ 368.75% |
$199K - $219K
|
1.5K
$356K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
1.17K+ 8.94% |
$197K - $218K
|
14.3K
$3.39M
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
1.17KNew |
$197K - $217K
|
1.17K
$278K
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
1.16KNew |
$196K - $216K
|
1.16K
$276K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
1.16K+ 58.5% |
$195K - $215K
|
3.14K
$747K
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
BUY
|
- |
1.16KNew |
$195K - $215K
|
1.16K
$275K
|
|
|
Apr 19, 2023
Q1 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
1.16KNew |
$195K - $215K
|
1.16K
$275K
|
|
|
Apr 26, 2023
Q1 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
1.15KNew |
$193K - $213K
|
1.15K
$273K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.15K+ 6.47% |
$193K - $213K
|
18.9K
$4.49M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.15K+ 6.47% |
$193K - $213K
|
18.9K
$4.49M
|
|
|
Apr 26, 2023
Q1 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.13KNew |
$190K - $210K
|
1.13K
$269K
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
1.12KNew |
$189K - $209K
|
1.12K
$267K
|
|
|
May 04, 2023
Q1 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.12KNew |
$189K - $209K
|
1.12K
$267K
|
|
|
Apr 28, 2023
Q1 2023
|
Middleton & CO Inc
|
BUY
|
- |
1.12KNew |
$189K - $208K
|
1.12K
$267K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.12KNew |
$189K - $208K
|
1.12K
$266K
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.12KNew |
$188K - $208K
|
1.12K
$266K
|
|
|
May 12, 2023
Q1 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
1.12KNew |
$188K - $207K
|
1.12K
$265K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.12K+ 70.35% |
$188K - $207K
|
2.7K
$642K
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
1.11KNew |
$188K - $207K
|
1.11K
$265K
|
|
|
May 02, 2023
Q1 2023
|
Pictet Bank & Trust LTD
|
BUY
|
- |
1.11KNew |
$187K - $206K
|
1.11K
$264K
|
|
|
Aug 14, 2023
Q1 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.11KNew |
$187K - $206K
|
1.11K
$264K
|
|
|
May 04, 2023
Q1 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.11KNew |
$186K - $205K
|
1.11K
$263K
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.1KNew |
$186K - $205K
|
1.1K
$262K
|
|
|
May 08, 2023
Q1 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
1.1KNew |
$185K - $204K
|
1.1K
$261K
|
|
|
Apr 05, 2023
Q1 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.1KNew |
$185K - $204K
|
1.1K
$261K
|
|
|
Apr 18, 2023
Q1 2023
|
Waller Financial Planning Group, Inc
|
BUY
|
- |
1.1KNew |
$185K - $204K
|
1.1K
$261K
|
|
|
Apr 14, 2023
Q1 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
1.09KNew |
$184K - $203K
|
1.09K
$259K
|