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 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
715New |
$120K - $133K
|
715
$170K
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
BUY
|
- |
709+ 11.24% |
$119K - $132K
|
7.02K
$1.67M
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
706+ 14.54% |
$119K - $131K
|
5.56K
$1.32M
|
|
|
Apr 25, 2023
Q1 2023
|
Innova Wealth Partners
|
BUY
|
- |
691+ 1.85% |
$116K - $128K
|
38K
$9.03M
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
685+ 0.81% |
$115K - $127K
|
84.9K
$20.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
679+ 4.67% |
$114K - $126K
|
15.2K
$3.61M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
674+ 20.78% |
$113K - $125K
|
3.92K
$931K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
672+ 5.92% |
$113K - $125K
|
12K
$2.86M
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
672+ 0.96% |
$113K - $125K
|
70.5K
$16.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
663+ 5.02% |
$112K - $123K
|
13.9K
$3.29M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
658+ 16.42% |
$111K - $122K
|
4.67K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
655+ 16.38% |
$110K - $122K
|
4.66K
$1.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
646+ 2.57% |
$109K - $120K
|
25.8K
$6.13M
|
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
645+ 1.72% |
$109K - $120K
|
38.2K
$9.08M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
632+ 1.28% |
$106K - $117K
|
49.9K
$11.9M
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
629+ 22.67% |
$106K - $117K
|
3.4K
$809K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
623New |
$105K - $116K
|
623
$148K
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
601+ 4.48% |
$101K - $112K
|
14K
$3.33M
|
|
|
Apr 07, 2023
Q1 2023
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
600New |
$101K - $111K
|
600
$143K
|
|
|
May 16, 2023
Q1 2023
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
600+ 1.97% |
$101K - $111K
|
31.1K
$7.39M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
596+ 0.93% |
$100K - $111K
|
64.3K
$15.3M
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
581+ 0.79% |
$97.8K - $108K
|
74.1K
$17.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Meritage Portfolio Management
|
BUY
|
- |
579+ 22.1% |
$97.5K - $108K
|
3.2K
$760K
|
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
576New |
$97K - $107K
|
576
$137K
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
570+ 45.45% |
$96K - $106K
|
1.82K
$433K
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
547+ 2.48% |
$92.1K - $102K
|
22.6K
$5.36M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
543+ 1.91% |
$91.4K - $101K
|
29K
$6.89M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
540+ 32.97% |
$90.9K - $100K
|
2.18K
$518K
|
|
|
May 15, 2023
Q1 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
539+ 6.71% |
$90.7K - $100K
|
8.57K
$2.04M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
536+ 30.56% |
$90.2K - $99.6K
|
2.29K
$544K
|
|
|
Apr 24, 2023
Q1 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
536+ 11.85% |
$90.2K - $99.6K
|
5.06K
$1.2M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
525+ 3.32% |
$88.4K - $97.5K
|
16.3K
$3.88M
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
BUY
|
- |
523+ 166.03% |
$88K - $97.1K
|
838
$199K
|
|
|
May 09, 2023
Q1 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
521+ 19.65% |
$87.7K - $96.8K
|
3.17K
$754K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
508+ 2.0% |
$85.5K - $94.4K
|
25.9K
$6.15M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
507+ 5.07% |
$85.4K - $94.2K
|
10.5K
$2.5M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
505New |
$85K - $93.8K
|
505
$120K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
501New |
$84.3K - $93.1K
|
501
$119K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
500New |
$84.2K - $92.9K
|
500
$119K
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
497+ 26.76% |
$83.7K - $92.3K
|
2.35K
$559K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
494+ 7.84% |
$83.2K - $91.8K
|
6.8K
$1.62M
|
|
|
May 05, 2023
Q1 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
493+ 41.39% |
$83K - $91.6K
|
1.68K
$400K
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
489+ 1.31% |
$82.3K - $90.8K
|
37.7K
$8.95M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
488+ 32.34% |
$82.2K - $90.6K
|
2K
$475K
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
487+ 41.27% |
$82K - $90.5K
|
1.67K
$396K
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
485+ 12.17% |
$81.6K - $90.1K
|
4.47K
$1.06M
|
|
|
May 12, 2023
Q1 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
485New |
$81.6K - $90.1K
|
485
$115K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
485+ 2.48% |
$81.6K - $90.1K
|
20K
$4.76M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
479+ 3.52% |
$80.6K - $89K
|
14.1K
$3.35M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
479+ 60.1% |
$80.6K - $89K
|
1.28K
$303K
|