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 09, 2023
Q1 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
110+ 1.45% |
$18.5K - $20.4K
|
7.7K
$1.83M
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
105+ 1.62% |
$17.7K - $19.5K
|
6.58K
$1.56M
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
104+ 1.99% |
$17.5K - $19.3K
|
5.33K
$1.27M
|
|
Apr 28, 2023
Q1 2023
|
Sam Advisors, LLC
|
BUY
|
- |
103+ 4.04% |
$17.3K - $19.1K
|
2.65K
$630K
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
BUY
|
- |
100+ 2.41% |
$16.8K - $18.6K
|
4.25K
$1.01M
|
|
Apr 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
100+ 4.52% |
$16.8K - $18.6K
|
2.31K
$550K
|
|
Apr 19, 2023
Q1 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
100New |
$16.8K - $18.6K
|
100
$23.8K
|
|
May 08, 2023
Q1 2023
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
100+ 0.45% |
$16.8K - $18.6K
|
22.3K
$5.3M
|
|
May 09, 2023
Q1 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
100+ 0.54% |
$16.8K - $18.6K
|
18.7K
$4.43M
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
100+ 6.13% |
$16.8K - $18.6K
|
1.73K
$411K
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
99+ 1.88% |
$16.7K - $18.4K
|
5.35K
$1.27M
|
|
Apr 12, 2023
Q1 2023
|
Legacy Private Trust Co.
|
BUY
|
- |
97+ 4.91% |
$16.3K - $18K
|
2.07K
$492K
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
90+ 7.13% |
$15.2K - $16.7K
|
1.35K
$322K
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
90+ 2.03% |
$15.2K - $16.7K
|
4.53K
$1.08M
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
90+ 4.23% |
$15.2K - $16.7K
|
2.22K
$528K
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
90+ 0.98% |
$15.2K - $16.7K
|
9.24K
$2.19M
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
BUY
|
- |
90+ 6.78% |
$15.2K - $16.7K
|
1.42K
$337K
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
88+ 69.29% |
$14.8K - $16.3K
|
215
$51.1K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
87New |
$14.6K - $16.2K
|
87
$20.7K
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
85+ 9.45% |
$14.3K - $15.8K
|
984
$234K
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
85+ 0.57% |
$14.3K - $15.8K
|
15K
$3.55M
|
|
May 15, 2023
Q1 2023
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
83+ 3.24% |
$14K - $15.4K
|
2.65K
$629K
|
|
May 12, 2023
Q1 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
81+ 4.34% |
$13.6K - $15K
|
1.95K
$462K
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
75+ 1.32% |
$12.6K - $13.9K
|
5.76K
$1.37M
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
BUY
|
- |
75+ 4.13% |
$12.6K - $13.9K
|
1.89K
$449K
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
75+ 4.78% |
$12.6K - $13.9K
|
1.64K
$391K
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
71New |
$12K - $13.2K
|
71
$16.9K
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
70+ 5.46% |
$11.8K - $13K
|
1.35K
$321K
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
67+ 1.68% |
$11.3K - $12.4K
|
4.05K
$961K
|
|
May 10, 2023
Q1 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
64+ 0.87% |
$10.8K - $11.9K
|
7.41K
$1.76M
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
64+ 0.25% |
$10.8K - $11.9K
|
26.1K
$6.2M
|
|
May 02, 2023
Q1 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
63+ 2.17% |
$10.6K - $11.7K
|
2.96K
$704K
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
59+ 0.65% |
$9.93K - $11K
|
9.15K
$2.17M
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
58+ 1.08% |
$9.76K - $10.8K
|
5.45K
$1.3M
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
BUY
|
- |
57+ 3.27% |
$9.6K - $10.6K
|
1.8K
$427K
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
57+ 69.51% |
$9.6K - $10.6K
|
139
$33K
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
55+ 0.45% |
$9.26K - $10.2K
|
12.4K
$2.94M
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
55+ 1.11% |
$9.26K - $10.2K
|
5.03K
$1.2M
|
|
Apr 20, 2023
Q1 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
54+ 4.23% |
$9.09K - $10K
|
1.33K
$316K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
52+ 0.45% |
$8.75K - $9.66K
|
11.7K
$2.78M
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
51+ 1.58% |
$8.59K - $9.47K
|
3.28K
$780K
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
51+ 3.68% |
$8.59K - $9.47K
|
1.44K
$341K
|
|
Apr 04, 2023
Q1 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
50+ 1.42% |
$8.42K - $9.29K
|
3.56K
$846K
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
50+ 0.2% |
$8.42K - $9.29K
|
25.1K
$5.95M
|
|
Apr 28, 2023
Q1 2023
|
Harrington Investments, Inc
|
BUY
|
- |
50+ 1.89% |
$8.42K - $9.29K
|
2.7K
$640K
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
50+ 3.45% |
$8.42K - $9.29K
|
1.5K
$356K
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
49+ 0.77% |
$8.25K - $9.1K
|
6.39K
$1.52M
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
49+ 3.54% |
$8.25K - $9.1K
|
1.43K
$340K
|
|
May 05, 2023
Q1 2023
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
BUY
|
- |
45+ 1.03% |
$7.58K - $8.36K
|
4.4K
$1.04M
|
|
May 11, 2023
Q1 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
45+ 2.82% |
$7.58K - $8.36K
|
1.64K
$390K
|