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 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-17- 0.36% |
$2.86K - $3.16K
|
4.77K
$1.13M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-18- 8.18% |
$3.03K - $3.34K
|
202
$48K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-19- 0.09% |
$3.2K - $3.53K
|
20.3K
$4.81M
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-20- 6.25% |
$3.37K - $3.71K
|
300
$71.3K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-20- 1.59% |
$3.37K - $3.71K
|
1.24K
$295K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-20- 3.88% |
$3.37K - $3.71K
|
495
$118K
|
|
|
May 08, 2023
Q1 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-20- 0.56% |
$3.37K - $3.71K
|
3.57K
$848K
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-21- 1.71% |
$3.54K - $3.9K
|
1.21K
$287K
|
|
|
Apr 27, 2023
Q1 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-22- 0.82% |
$3.7K - $4.09K
|
2.65K
$630K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-23- 1.31% |
$3.87K - $4.27K
|
1.74K
$412K
|
|
|
Apr 17, 2023
Q1 2023
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-25- 0.29% |
$4.21K - $4.64K
|
8.63K
$2.05M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-25- 0.24% |
$4.21K - $4.64K
|
10.3K
$2.45M
|
|
|
May 04, 2023
Q1 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-25- 0.36% |
$4.21K - $4.64K
|
7K
$1.66M
|
|
|
May 08, 2023
Q1 2023
|
Terril Brothers, Inc.
|
SELL
|
- |
-25- 0.86% |
$4.21K - $4.64K
|
2.88K
$684K
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-25- 0.36% |
$4.21K - $4.64K
|
6.88K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-25- 2.11% |
$4.21K - $4.64K
|
1.16K
$276K
|
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-27- 20.15% |
$4.55K - $5.01K
|
107
$25.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-28- 0.09% |
$4.71K - $5.2K
|
29.8K
$7.09M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
SELL
|
- |
-28- 1.7% |
$4.71K - $5.2K
|
1.62K
$384K
|
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-29- 0.03% |
$4.88K - $5.39K
|
114K
$27.2M
|
|
|
Apr 10, 2023
Q1 2023
|
Lam Group, Inc.
Lake Oswego, OR |
SELL
|
- |
-30- 1.05% |
$5.05K - $5.57K
|
2.84K
$674K
|
|
|
Apr 28, 2023
Q1 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-30- 0.95% |
$5.05K - $5.57K
|
3.14K
$745K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-31- 0.08% |
$5.22K - $5.76K
|
39.6K
$9.42M
|
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-31- 0.2% |
$5.22K - $5.76K
|
15.3K
$3.64M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-32- 0.69% |
$5.39K - $5.94K
|
4.58K
$1.09M
|
|
|
May 03, 2023
Q1 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-32- 0.25% |
$5.39K - $5.94K
|
13K
$3.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-33- 0.4% |
$5.56K - $6.13K
|
8.3K
$1.97M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-33- 3.46% |
$5.56K - $6.13K
|
920
$219K
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-33- 2.27% |
$5.56K - $6.13K
|
1.42K
$338K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-33- 1.51% |
$5.56K - $6.13K
|
2.16K
$513K
|
|
|
Apr 27, 2023
Q1 2023
|
Sarasin & Partners LLP
|
SELL
|
- |
-34- 0.05% |
$5.72K - $6.32K
|
65.1K
$15.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-35- 1.87% |
$5.89K - $6.5K
|
1.84K
$436K
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-35- 2.58% |
$5.89K - $6.5K
|
1.32K
$313K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-36- 0.11% |
$6.06K - $6.69K
|
33K
$7.84M
|
|
|
Apr 04, 2023
Q1 2023
|
Confluence Investment Management LLC
|
SELL
|
- |
-37- 2.64% |
$6.23K - $6.87K
|
1.37K
$324K
|
|
|
Apr 14, 2023
Q1 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-37- 1.49% |
$6.23K - $6.87K
|
2.44K
$579K
|
|
|
May 15, 2023
Q1 2023
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-39- 0.12% |
$6.57K - $7.24K
|
32.9K
$7.82M
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-40- 2.15% |
$6.73K - $7.43K
|
1.82K
$433K
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-40- 2.34% |
$6.73K - $7.43K
|
1.67K
$397K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-41- 0.57% |
$6.9K - $7.62K
|
7.18K
$1.71M
|
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-41- 0.76% |
$6.9K - $7.62K
|
5.34K
$1.27M
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-45- 2.48% |
$7.58K - $8.36K
|
1.77K
$420K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-50- 0.57% |
$8.42K - $9.29K
|
8.73K
$2.07M
|
|
|
May 03, 2023
Q1 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-50- 0.86% |
$8.42K - $9.29K
|
5.77K
$1.37M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-50- 0.25% |
$8.42K - $9.29K
|
19.8K
$4.71M
|
|
|
May 11, 2023
Q1 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-50- 0.97% |
$8.42K - $9.29K
|
5.1K
$1.21M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-51- 0.31% |
$8.59K - $9.47K
|
16.4K
$3.89M
|
|
|
May 01, 2023
Q1 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-51- 0.5% |
$8.59K - $9.47K
|
10.2K
$2.43M
|
|
|
Apr 06, 2023
Q1 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-54- 0.41% |
$9.09K - $10K
|
13K
$3.09M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-55- 3.71% |
$9.26K - $10.2K
|
1.43K
$340K
|