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 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
190+ 3.77% |
$32K - $35.3K
|
5.23K
$1.24M
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
189+ 0.45% |
$31.8K - $35.1K
|
42.6K
$10.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
188+ 10.4% |
$31.6K - $34.9K
|
2K
$474K
|
|
|
Apr 21, 2023
Q1 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
187+ 1.05% |
$31.5K - $34.7K
|
18.1K
$4.29M
|
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
185+ 14.37% |
$31.1K - $34.4K
|
1.47K
$350K
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
184+ 10.13% |
$31K - $34.2K
|
2K
$475K
|
|
|
May 11, 2023
Q1 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
177+ 3.89% |
$29.8K - $32.9K
|
4.72K
$1.12M
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
174+ 2.87% |
$29.3K - $32.3K
|
6.25K
$1.48M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
BUY
|
- |
172+ 781.82% |
$29K - $31.9K
|
194
$46.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
171+ 3.93% |
$28.8K - $31.8K
|
4.52K
$1.07M
|
|
|
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
165+ 6.62% |
$27.8K - $30.6K
|
2.66K
$631K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
BUY
|
- |
156+ 5.31% |
$26.3K - $29K
|
3.09K
$735K
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
152+ 9.3% |
$25.6K - $28.2K
|
1.79K
$425K
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
150+ 4.92% |
$25.3K - $27.9K
|
3.2K
$760K
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
BUY
|
- |
150+ 5.4% |
$25.3K - $27.9K
|
2.93K
$696K
|
|
|
Apr 24, 2023
Q1 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
150New |
$25.3K - $27.9K
|
150
$35.6K
|
|
|
May 10, 2023
Q1 2023
|
Biechele Royce Advisors
|
BUY
|
- |
150+ 8.63% |
$25.3K - $27.9K
|
1.89K
$449K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
149+ 16.13% |
$25.1K - $27.7K
|
1.07K
$255K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
148+ 3.09% |
$24.9K - $27.5K
|
4.94K
$1.17M
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
145+ 1.53% |
$24.4K - $26.9K
|
9.61K
$2.28M
|
|
|
May 02, 2023
Q1 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
144+ 0.24% |
$24.2K - $26.7K
|
59.4K
$14.1M
|
|
|
May 10, 2023
Q1 2023
|
Graham Capital Wealth Management, LLC
Washington D.C., DC |
BUY
|
- |
144New |
$24.2K - $26.7K
|
144
$34.2K
|
|
|
May 15, 2023
Q1 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
144+ 0.66% |
$24.2K - $26.7K
|
21.9K
$5.2M
|
|
|
Apr 14, 2023
Q1 2023
|
Ade, LLC
|
BUY
|
- |
140+ 11.51% |
$23.6K - $26K
|
1.36K
$322K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
140+ 8.77% |
$23.6K - $26K
|
1.74K
$413K
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
136+ 2.86% |
$22.9K - $25.3K
|
4.89K
$1.16M
|
|
|
Apr 14, 2023
Q1 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
133+ 6.69% |
$22.4K - $24.7K
|
2.12K
$504K
|
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
133+ 10.95% |
$22.4K - $24.7K
|
1.35K
$320K
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
132+ 4.33% |
$22.2K - $24.5K
|
3.18K
$756K
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
131+ 1.51% |
$22.1K - $24.3K
|
8.8K
$2.09M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
130+ 0.23% |
$21.9K - $24.1K
|
57.8K
$13.7M
|
|
|
Mar 27, 2024
Q1 2023
|
Belfer Management LLC
|
BUY
|
- |
130+ 9.58% |
$21.9K - $24.1K
|
1.49K
$353K
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
128+ 0.82% |
$21.5K - $23.8K
|
15.8K
$3.75M
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
124+ 7.01% |
$20.9K - $23K
|
1.89K
$450K
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
124+ 3.92% |
$20.9K - $23K
|
3.29K
$782K
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
122+ 1.2% |
$20.5K - $22.7K
|
10.3K
$2.44M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
121New |
$20.4K - $22.5K
|
121
$28.8K
|
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
121+ 3.64% |
$20.4K - $22.5K
|
3.45K
$819K
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
120+ 32.17% |
$20.2K - $22.3K
|
493
$117K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
120+ 22.64% |
$20.2K - $22.3K
|
650
$154K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
BUY
|
- |
120+ 1.13% |
$20.2K - $22.3K
|
10.8K
$2.56M
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
119+ 96.75% |
$20K - $22.1K
|
242
$57.5K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
118+ 0.64% |
$19.9K - $21.9K
|
18.4K
$4.38M
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
117+ 8.69% |
$19.7K - $21.7K
|
1.46K
$348K
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
115+ 8.71% |
$19.4K - $21.4K
|
1.44K
$341K
|
|
|
May 09, 2023
Q1 2023
|
Oppenheimer & Close, LLC
|
BUY
|
- |
115+ 0.46% |
$19.4K - $21.4K
|
25.3K
$6.02M
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
114+ 111.76% |
$19.2K - $21.2K
|
216
$51.3K
|
|
|
Apr 21, 2023
Q1 2023
|
James Hambro & Partners
|
BUY
|
- |
113+ 0.1% |
$19K - $21K
|
109K
$25.8M
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
113+ 3.63% |
$19K - $21K
|
3.23K
$766K
|
|
|
May 15, 2023
Q1 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
112+ 8.71% |
$18.9K - $20.8K
|
1.4K
$332K
|