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 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
44+ 1.19% |
$7.41K - $8.17K
|
3.76K
$893K
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
44+ 3.41% |
$7.41K - $8.17K
|
1.33K
$317K
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
40+ 0.23% |
$6.73K - $7.43K
|
17.2K
$4.09M
|
|
|
Apr 25, 2023
Q1 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
40+ 1.87% |
$6.73K - $7.43K
|
2.17K
$517K
|
|
|
Apr 28, 2023
Q1 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
40+ 0.11% |
$6.73K - $7.43K
|
37.3K
$8.85M
|
|
|
Sep 01, 2023
Q1 2023
|
Jag Capital Management, LLC
|
BUY
|
- |
40+ 58.82% |
$6.73K - $7.43K
|
108
$25.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
39+ 2.32% |
$6.57K - $7.24K
|
1.72K
$409K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
BUY
|
- |
36+ 0.24% |
$6.06K - $6.69K
|
15.4K
$3.65M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
35New |
$5.89K - $6.5K
|
35
$8.32K
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
35+ 1.65% |
$5.89K - $6.5K
|
2.16K
$513K
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
34+ 0.97% |
$5.72K - $6.32K
|
3.54K
$842K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
33+ 5.41% |
$5.56K - $6.13K
|
643
$153K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
32+ 0.25% |
$5.39K - $5.94K
|
12.9K
$3.07M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
31+ 0.76% |
$5.22K - $5.76K
|
4.12K
$980K
|
|
|
May 12, 2023
Q1 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
31+ 1.84% |
$5.22K - $5.76K
|
1.72K
$409K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
30+ 1.05% |
$5.05K - $5.57K
|
2.89K
$687K
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
BUY
|
- |
30+ 50.0% |
$5.05K - $5.57K
|
90
$21.4K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
30+ 1.05% |
$5.05K - $5.57K
|
2.89K
$687K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
28+ 140.0% |
$4.71K - $5.2K
|
48
$11.4K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
28+ 1.36% |
$4.71K - $5.2K
|
2.09K
$496K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
27+ 0.34% |
$4.55K - $5.01K
|
7.86K
$1.87M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
27+ 0.04% |
$4.55K - $5.01K
|
66.4K
$15.8M
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
25+ 0.33% |
$4.21K - $4.64K
|
7.55K
$1.79M
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
25+ 0.73% |
$4.21K - $4.64K
|
3.43K
$816K
|
|
|
May 12, 2023
Q1 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
24+ 0.88% |
$4.04K - $4.46K
|
2.75K
$653K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
24+ 22.22% |
$4.04K - $4.46K
|
132
$31.4K
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
23+ 0.11% |
$3.87K - $4.27K
|
21.2K
$5.04M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
23+ 0.34% |
$3.87K - $4.27K
|
6.72K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
ETF Store, Inc.
|
BUY
|
- |
23+ 1.46% |
$3.87K - $4.27K
|
1.6K
$379K
|
|
|
Apr 13, 2023
Q1 2023
|
Welch Group, LLC
|
BUY
|
- |
22+ 0.4% |
$3.7K - $4.09K
|
5.53K
$1.31M
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
21+ 1.13% |
$3.54K - $3.9K
|
1.88K
$446K
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
21+ 0.5% |
$3.54K - $3.9K
|
4.19K
$996K
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
20+ 0.57% |
$3.37K - $3.71K
|
3.5K
$833K
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
20+ 0.11% |
$3.37K - $3.71K
|
17.6K
$4.19M
|
|
|
Aug 28, 2024
Q1 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
20+ 0.13% |
$3.37K - $3.71K
|
15.7K
$3.74M
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
18+ 0.46% |
$3.03K - $3.34K
|
3.94K
$936K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
18+ 0.44% |
$3.03K - $3.34K
|
4.09K
$972K
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
17+ 0.81% |
$2.86K - $3.16K
|
2.13K
$505K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
17+ 13.49% |
$2.86K - $3.16K
|
143
$34K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
17+ 0.78% |
$2.86K - $3.16K
|
2.19K
$519K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
16+ 5.57% |
$2.69K - $2.97K
|
303
$72K
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
16+ 17.98% |
$2.69K - $2.97K
|
105
$25K
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
16+ 0.56% |
$2.69K - $2.97K
|
2.86K
$680K
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
15+ 0.21% |
$2.53K - $2.79K
|
7.33K
$1.74M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
14+ 0.81% |
$2.36K - $2.6K
|
1.74K
$412K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
14+ 0.36% |
$2.36K - $2.6K
|
3.94K
$935K
|
|
|
May 12, 2023
Q1 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
13+ 0.97% |
$2.19K - $2.41K
|
1.36K
$322K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
12+ 0.23% |
$2.02K - $2.23K
|
5.32K
$1.26M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
BUY
|
- |
11+ 0.8% |
$1.85K - $2.04K
|
1.39K
$330K
|
|
|
May 03, 2023
Q1 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
11+ 0.4% |
$1.85K - $2.04K
|
2.75K
$654K
|