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 |
---|---|---|---|---|---|---|---|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
1.05K+ 1.44% |
$177K - $195K
|
74K
$18.5M
|
|
May 02, 2023
Q1 2023
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
1.05K+ 6.03% |
$177K - $195K
|
18.5K
$4.61M
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.04K+ 2.7% |
$175K - $193K
|
39.6K
$9.89M
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.01K+ 5.91% |
$169K - $187K
|
18K
$4.5M
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1K+ 6.09% |
$168K - $186K
|
17.4K
$4.35M
|
|
Apr 28, 2023
Q1 2023
|
U S Global Investors Inc
San Antonio, TX |
BUY
|
- |
1KNew |
$168K - $186K
|
1K
$250K
|
|
May 08, 2023
Q1 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
1KNew |
$168K - $186K
|
1K
$250K
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1KNew |
$168K - $186K
|
1K
$250K
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
996+ 4.01% |
$168K - $185K
|
25.9K
$6.46M
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
993+ 80.6% |
$167K - $184K
|
2.23K
$556K
|
|
May 12, 2023
Q1 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
990+ 0.52% |
$167K - $184K
|
190K
$47.4M
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
981+ 16.58% |
$165K - $182K
|
6.9K
$1.72M
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
977+ 24.47% |
$164K - $181K
|
4.97K
$1.24M
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
968+ 18.46% |
$163K - $180K
|
6.21K
$1.55M
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
963+ 2.7% |
$162K - $179K
|
36.7K
$9.16M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
961New |
$162K - $178K
|
961
$240K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
957+ 6.29% |
$161K - $178K
|
16.2K
$4.04M
|
|
Apr 28, 2023
Q1 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
951+ 1.32% |
$160K - $177K
|
73K
$18.2M
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
937+ 33.66% |
$158K - $174K
|
3.72K
$930K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
932+ 10.19% |
$157K - $173K
|
10.1K
$2.52M
|
|
Apr 19, 2023
Q1 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
930+ 4.04% |
$157K - $173K
|
23.9K
$5.98M
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
927+ 3.98% |
$156K - $172K
|
24.2K
$6.06M
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
910+ 25.73% |
$153K - $169K
|
4.45K
$1.11M
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
905+ 3.18% |
$152K - $168K
|
29.4K
$7.34M
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
904+ 23.92% |
$152K - $168K
|
4.68K
$1.17M
|
|
Apr 26, 2023
Q1 2023
|
Dorchester Wealth Management CO
|
BUY
|
- |
898+ 40.05% |
$151K - $167K
|
3.14K
$784K
|
|
Apr 19, 2023
Q1 2023
|
Herold Advisors, Inc.
|
BUY
|
- |
875+ 16.81% |
$147K - $163K
|
6.08K
$1.52M
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
856+ 71.21% |
$144K - $159K
|
2.06K
$514K
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
847+ 5.6% |
$143K - $157K
|
16K
$3.99M
|
|
May 11, 2023
Q1 2023
|
Firestone Capital Management
|
BUY
|
- |
836+ 9.42% |
$141K - $155K
|
9.71K
$2.43M
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
835New |
$141K - $155K
|
835
$209K
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
829New |
$140K - $154K
|
829
$207K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
815New |
$137K - $151K
|
815
$204K
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
803+ 2.29% |
$135K - $149K
|
35.9K
$8.97M
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
803+ 8.64% |
$135K - $149K
|
10.1K
$2.52M
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
794+ 64.03% |
$134K - $147K
|
2.03K
$508K
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
777+ 5.85% |
$131K - $144K
|
14.1K
$3.51M
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
771+ 2.93% |
$130K - $143K
|
27.1K
$6.77M
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
770+ 21.22% |
$130K - $143K
|
4.4K
$1.1M
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
765+ 3.35% |
$129K - $142K
|
23.6K
$5.9M
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
BUY
|
- |
752+ 3.14% |
$127K - $140K
|
24.7K
$6.17M
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
748+ 24.53% |
$126K - $139K
|
3.8K
$949K
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
747+ 4.44% |
$126K - $139K
|
17.6K
$4.39M
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
743+ 5.98% |
$125K - $138K
|
13.2K
$3.29M
|
|
May 11, 2023
Q1 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
743+ 2.24% |
$125K - $138K
|
34K
$8.48M
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
740+ 45.68% |
$125K - $137K
|
2.36K
$590K
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
738+ 4.83% |
$124K - $137K
|
16K
$4M
|
|
May 01, 2023
Q1 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
722+ 2.35% |
$122K - $134K
|
31.5K
$7.86M
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
716+ 57.88% |
$121K - $133K
|
1.95K
$488K
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
715New |
$120K - $133K
|
715
$179K
|