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 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
466+ 31.79% |
$78.5K - $86.6K
|
1.93K
$459K
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
458+ 2.99% |
$77.1K - $85.1K
|
15.8K
$3.75M
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
450+ 4.93% |
$75.8K - $83.6K
|
9.59K
$2.28M
|
|
May 08, 2023
Q1 2023
|
Hamel Associates, Inc.
|
BUY
|
- |
435+ 6.43% |
$73.2K - $80.8K
|
7.21K
$1.71M
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
432+ 3.34% |
$72.7K - $80.2K
|
13.4K
$3.17M
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
431+ 6.08% |
$72.6K - $80.1K
|
7.52K
$1.79M
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
430+ 1.6% |
$72.4K - $79.9K
|
27.4K
$6.5M
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
423+ 2.8% |
$71.2K - $78.6K
|
15.6K
$3.7M
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
409+ 27.49% |
$68.9K - $76K
|
1.9K
$451K
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
409+ 27.49% |
$68.9K - $76K
|
1.9K
$451K
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
400+ 9.69% |
$67.3K - $74.3K
|
4.53K
$1.08M
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
400+ 6.76% |
$67.3K - $74.3K
|
6.31K
$1.5M
|
|
May 15, 2023
Q1 2023
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
400+ 8.0% |
$67.3K - $74.3K
|
5.4K
$1.28M
|
|
May 04, 2023
Q1 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
398New |
$67K - $73.9K
|
398
$94.6K
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
396+ 23.2% |
$66.7K - $73.6K
|
2.1K
$500K
|
|
May 05, 2023
Q1 2023
|
Sarasin & Partners LLP
|
BUY
|
- |
394+ 0.6% |
$66.3K - $73.2K
|
65.5K
$15.6M
|
|
Apr 18, 2023
Q1 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
384+ 15.72% |
$64.6K - $71.3K
|
2.83K
$672K
|
|
May 10, 2023
Q1 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
381New |
$64.1K - $70.8K
|
381
$90.5K
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
381+ 225.44% |
$64.1K - $70.8K
|
550
$131K
|
|
Apr 17, 2023
Q1 2023
|
Refined Wealth Management
|
BUY
|
- |
380+ 1.13% |
$64K - $70.6K
|
34.1K
$8.1M
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
379+ 9.25% |
$63.8K - $70.4K
|
4.48K
$1.06M
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
370+ 8.41% |
$62.3K - $68.7K
|
4.77K
$1.13M
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
370+ 16.69% |
$62.3K - $68.7K
|
2.59K
$615K
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
370+ 4.14% |
$62.3K - $68.7K
|
9.32K
$2.21M
|
|
May 11, 2023
Q1 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
368+ 12.63% |
$62K - $68.4K
|
3.28K
$780K
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
366+ 0.09% |
$61.6K - $68K
|
397K
$94.4M
|
|
May 12, 2023
Q1 2023
|
Hyperion Capital Advisors LP
New York, NY |
BUY
|
- |
360+ 11.51% |
$60.6K - $66.9K
|
3.49K
$829K
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
358+ 3.5% |
$60.3K - $66.5K
|
10.6K
$2.52M
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
350+ 13.24% |
$58.9K - $65K
|
2.99K
$711K
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
349+ 9.04% |
$58.8K - $64.8K
|
4.21K
$1M
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
346+ 21.1% |
$58.2K - $64.3K
|
1.99K
$472K
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
328+ 1.56% |
$55.2K - $60.9K
|
21.3K
$5.06M
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
322New |
$54.2K - $59.8K
|
322
$76.5K
|
|
May 11, 2023
Q1 2023
|
Nbw Capital LLC
|
BUY
|
- |
320+ 1.34% |
$53.9K - $59.4K
|
24.2K
$5.75M
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
319+ 12.49% |
$53.7K - $59.3K
|
2.87K
$683K
|
|
Nov 16, 2023
Q1 2023
|
R.P. Boggs & Co.
|
BUY
|
- |
319+ 0.6% |
$53.7K - $59.3K
|
53.8K
$12.8M
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
317+ 3.42% |
$53.4K - $58.9K
|
9.58K
$2.28M
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
314+ 16.19% |
$52.9K - $58.3K
|
2.25K
$535K
|
|
May 03, 2023
Q1 2023
|
Financial Advantage, Inc.
|
BUY
|
- |
312+ 0.5% |
$52.5K - $58K
|
62.4K
$14.8M
|
|
Apr 04, 2024
Q1 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
307+ 1.26% |
$51.7K - $57K
|
24.7K
$5.86M
|
|
Apr 13, 2023
Q1 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
304+ 10.95% |
$51.2K - $56.5K
|
3.08K
$732K
|
|
May 08, 2023
Q1 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
302+ 2.66% |
$50.8K - $56.1K
|
11.7K
$2.77M
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
300+ 0.88% |
$50.5K - $55.7K
|
34.2K
$8.14M
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
BUY
|
- |
300+ 15.86% |
$50.5K - $55.7K
|
2.19K
$521K
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
300+ 2.08% |
$50.5K - $55.7K
|
14.7K
$3.5M
|
|
May 15, 2023
Q1 2023
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
300+ 25.0% |
$50.5K - $55.7K
|
1.5K
$356K
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
295+ 6.59% |
$49.7K - $54.8K
|
4.77K
$1.13M
|
|
May 15, 2023
Q1 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
292+ 1.88% |
$49.2K - $54.2K
|
15.8K
$3.75M
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
290+ 9.43% |
$48.8K - $53.9K
|
3.37K
$800K
|
|
May 03, 2023
Q1 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
278+ 11.52% |
$46.8K - $51.6K
|
2.69K
$640K
|