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
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
277+ 0.98% |
$46.6K - $51.4K
|
28.5K
$7.13M
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
275+ 7.75% |
$46.3K - $51.1K
|
3.83K
$956K
|
|
|
May 02, 2023
Q1 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
BUY
|
- |
275+ 5.6% |
$46.3K - $51.1K
|
5.19K
$1.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
272+ 32.11% |
$45.8K - $50.5K
|
1.12K
$280K
|
|
|
May 12, 2023
Q1 2023
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
269+ 8.91% |
$45.3K - $50K
|
3.29K
$821K
|
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
268+ 10.08% |
$45.1K - $49.8K
|
2.93K
$732K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
265New |
$44.6K - $49.2K
|
265
$66.2K
|
|
|
May 03, 2023
Q1 2023
|
Mainstay Capital Management LLC
|
BUY
|
- |
263+ 3.28% |
$44.3K - $48.8K
|
8.27K
$2.07M
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
262+ 1.55% |
$44.1K - $48.7K
|
17.2K
$4.29M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
261+ 13.41% |
$43.9K - $48.5K
|
2.21K
$551K
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
253+ 2.52% |
$42.6K - $47K
|
10.3K
$2.57M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
BUY
|
- |
250+ 8.15% |
$42.1K - $46.4K
|
3.32K
$828K
|
|
|
May 11, 2023
Q1 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
250+ 5.15% |
$42.1K - $46.4K
|
5.1K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
250New |
$42.1K - $46.4K
|
250
$62.5K
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
250+ 2.97% |
$42.1K - $46.4K
|
8.67K
$2.17M
|
|
|
May 15, 2023
Q1 2023
|
Petix & Botte CO
|
BUY
|
- |
246+ 16.85% |
$41.4K - $45.7K
|
1.71K
$426K
|
|
|
May 01, 2023
Q1 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
245+ 0.67% |
$41.2K - $45.5K
|
36.6K
$9.15M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
244+ 27.11% |
$41.1K - $45.3K
|
1.14K
$286K
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
243+ 1.96% |
$40.9K - $45.1K
|
12.6K
$3.16M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
237+ 10.54% |
$39.9K - $44K
|
2.49K
$621K
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
236+ 4.43% |
$39.7K - $43.8K
|
5.57K
$1.39M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
235+ 3.29% |
$39.6K - $43.6K
|
7.38K
$1.84M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
234+ 31.66% |
$39.4K - $43.5K
|
973
$243K
|
|
|
Apr 27, 2023
Q1 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
233+ 0.62% |
$39.2K - $43.3K
|
37.9K
$9.47M
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
BUY
|
- |
230+ 2.45% |
$38.7K - $42.7K
|
9.63K
$2.41M
|
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
226+ 5.16% |
$38K - $42K
|
4.61K
$1.15M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
225+ 15.01% |
$37.9K - $41.8K
|
1.72K
$431K
|
|
|
Apr 18, 2023
Q1 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
224+ 11.17% |
$37.7K - $41.6K
|
2.23K
$557K
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
220+ 14.84% |
$37K - $40.9K
|
1.7K
$425K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
220+ 1.95% |
$37K - $40.9K
|
11.5K
$2.88M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
219+ 4.59% |
$36.9K - $40.7K
|
4.99K
$1.25M
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
216+ 3.96% |
$36.4K - $40.1K
|
5.67K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
216+ 34.34% |
$36.4K - $40.1K
|
845
$211K
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
214+ 1.06% |
$36K - $39.7K
|
20.4K
$5.1M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
211+ 0.08% |
$35.5K - $39.2K
|
277K
$69.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
209+ 1.18% |
$35.2K - $38.8K
|
17.9K
$4.47M
|
|
|
Apr 26, 2023
Q1 2023
|
First American Trust, Fsb
|
BUY
|
- |
208+ 14.24% |
$35K - $38.6K
|
1.67K
$417K
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
208+ 0.88% |
$35K - $38.6K
|
23.9K
$5.98M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
207+ 5.53% |
$34.8K - $38.4K
|
3.95K
$987K
|
|
|
May 04, 2023
Q1 2023
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
200+ 1.84% |
$33.7K - $37.1K
|
11.1K
$2.77M
|
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
199+ 4.74% |
$33.5K - $37K
|
4.4K
$1.1M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
198New |
$33.3K - $36.8K
|
198
$49.5K
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
198New |
$33.3K - $36.8K
|
198
$49.5K
|
|
|
May 11, 2023
Q1 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
198+ 0.8% |
$33.3K - $36.8K
|
25.1K
$6.27M
|
|
|
May 01, 2023
Q1 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
197+ 0.44% |
$33.2K - $36.6K
|
44.9K
$11.2M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
197+ 1.78% |
$33.2K - $36.6K
|
11.2K
$2.81M
|
|
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
197+ 1.06% |
$33.2K - $36.6K
|
18.7K
$4.68M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
195+ 7.2% |
$32.8K - $36.2K
|
2.9K
$726K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
195+ 1.25% |
$32.8K - $36.2K
|
15.8K
$3.94M
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
191+ 1.86% |
$32.2K - $35.5K
|
10.5K
$2.62M
|