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 |
|---|---|---|---|---|---|---|---|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10+ 0.9% |
$1.68K - $1.86K
|
1.12K
$265K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
10+ 0.12% |
$1.68K - $1.86K
|
8.61K
$2.04M
|
|
|
May 08, 2023
Q1 2023
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
10+ 0.11% |
$1.68K - $1.86K
|
9.4K
$2.23M
|
|
|
May 12, 2023
Q1 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
10+ 0.79% |
$1.68K - $1.86K
|
1.28K
$303K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
9New |
$1.52K - $1.67K
|
9
$2.13K
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
8New |
$1.35K - $1.49K
|
8
$1.9K
|
|
|
May 03, 2023
Q1 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
7+ 0.03% |
$1.18K - $1.3K
|
20.6K
$4.88M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
7New |
$1.18K - $1.3K
|
7
$1.66K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
7+ 0.3% |
$1.18K - $1.3K
|
2.35K
$558K
|
|
|
May 01, 2023
Q1 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
6+ 0.14% |
$1.01K - $1.11K
|
4.2K
$996K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
5+ 0.4% |
$842 - $929
|
1.26K
$299K
|
|
|
Nov 14, 2023
Q1 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
5+ 0.01% |
$842 - $929
|
52.8K
$12.5M
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4+ 0.94% |
$673 - $743
|
429
$102K
|
|
|
Apr 28, 2023
Q1 2023
|
Keystone Financial Services
|
BUY
|
- |
4+ 0.34% |
$673 - $743
|
1.17K
$278K
|
|
|
Apr 05, 2023
Q1 2023
|
Savior LLC
|
BUY
|
- |
2+ 66.67% |
$337 - $371
|
5
$1.19K
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
BUY
|
- |
1+ 0.03% |
$168 - $186
|
3.52K
$833K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
1New |
$168 - $186
|
1
$237
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-1- 0.13% |
$168 - $186
|
766
$182K
|
|
|
Apr 18, 2023
Q1 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1- 0.09% |
$168 - $186
|
1.07K
$254K
|
|
|
Apr 20, 2023
Q1 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-1- 0.65% |
$168 - $186
|
154
$36.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1- 0.08% |
$168 - $186
|
1.2K
$285K
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-2- 0.5% |
$337 - $371
|
400
$94.8K
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-2- 0.01% |
$337 - $371
|
33.7K
$7.98M
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-3- 0.03% |
$505 - $557
|
10.4K
$2.47M
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-4- 0.11% |
$673 - $743
|
3.77K
$894K
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-4- 0.08% |
$673 - $743
|
4.76K
$1.13M
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-5- 19.23% |
$842 - $929
|
21
$4.98K
|
|
|
Apr 12, 2023
Q1 2023
|
Menlo Advisors LLC
|
SELL
|
- |
-5- 0.01% |
$842 - $929
|
54.4K
$12.9M
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-5- 0.35% |
$842 - $929
|
1.41K
$334K
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.07% |
$842 - $929
|
7.3K
$1.73M
|
|
|
May 12, 2023
Q1 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-5- 0.13% |
$842 - $929
|
3.72K
$881K
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5- 0.01% |
$842 - $929
|
81.4K
$19.3M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-8- 6.35% |
$1.35K - $1.49K
|
118
$28K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-9- 0.36% |
$1.52K - $1.67K
|
2.47K
$586K
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-9- 7.96% |
$1.52K - $1.67K
|
104
$24.6K
|
|
|
Apr 28, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-9- 0.52% |
$1.52K - $1.67K
|
1.71K
$404K
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-9- 1.89% |
$1.52K - $1.67K
|
468
$111K
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-9- 0.26% |
$1.52K - $1.67K
|
3.46K
$821K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-10- 0.7% |
$1.68K - $1.86K
|
1.41K
$334K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-10- 0.12% |
$1.68K - $1.86K
|
8.16K
$1.93M
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-10- 0.8% |
$1.68K - $1.86K
|
1.24K
$294K
|
|
|
Apr 13, 2023
Q1 2023
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-11- 0.11% |
$1.85K - $2.04K
|
10.3K
$2.44M
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-12- 0.09% |
$2.02K - $2.23K
|
13.8K
$3.28M
|
|
|
Apr 13, 2023
Q1 2023
|
Addison Capital CO
|
SELL
|
- |
-14- 0.23% |
$2.36K - $2.6K
|
6.04K
$1.43M
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-15- 1.23% |
$2.53K - $2.79K
|
1.21K
$286K
|
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-15- 0.24% |
$2.53K - $2.79K
|
6.32K
$1.5M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-15- 0.23% |
$2.53K - $2.79K
|
6.44K
$1.53M
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-17- 0.55% |
$2.86K - $3.16K
|
3.06K
$725K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-17- 0.38% |
$2.86K - $3.16K
|
4.44K
$1.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-17- 1.42% |
$2.86K - $3.16K
|
1.18K
$281K
|