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
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-55- 1.98% |
$9.26K - $10.2K
|
2.73K
$648K
|
|
|
May 12, 2023
Q1 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-58- 3.23% |
$9.76K - $10.8K
|
1.74K
$413K
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-59- 4.8% |
$9.93K - $11K
|
1.17K
$278K
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-60- 2.86% |
$10.1K - $11.1K
|
2.04K
$484K
|
|
|
Apr 13, 2023
Q1 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-61- 0.33% |
$10.3K - $11.3K
|
18.4K
$4.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-61- 0.67% |
$10.3K - $11.3K
|
8.99K
$2.14M
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-65- 0.99% |
$10.9K - $12.1K
|
6.53K
$1.55M
|
|
|
May 12, 2023
Q1 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-65- 1.92% |
$10.9K - $12.1K
|
3.32K
$788K
|
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-66- 0.56% |
$11.1K - $12.3K
|
11.7K
$2.77M
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-67- 3.15% |
$11.3K - $12.4K
|
2.06K
$489K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-69- 2.63% |
$11.6K - $12.8K
|
2.55K
$607K
|
|
|
Apr 22, 2024
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-70- 21.88% |
$11.8K - $13K
|
250
$59.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-72- 1.31% |
$12.1K - $13.4K
|
5.42K
$1.29M
|
|
|
May 10, 2023
Q1 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-72- 25.17% |
$12.1K - $13.4K
|
214
$50.9K
|
|
|
May 11, 2023
Q1 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-73- 0.35% |
$12.3K - $13.6K
|
20.9K
$4.97M
|
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-75- 1.4% |
$12.6K - $13.9K
|
5.29K
$1.26M
|
|
|
May 10, 2023
Q1 2023
|
Exeter Financial, LLC
|
SELL
|
- |
-76- 2.64% |
$12.8K - $14.1K
|
2.8K
$666K
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-77- 5.2% |
$13K - $14.3K
|
1.4K
$334K
|
|
|
May 04, 2023
Q1 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-80- 2.1% |
$13.5K - $14.9K
|
3.73K
$887K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-80- 2.35% |
$13.5K - $14.9K
|
3.32K
$789K
|
|
|
May 03, 2023
Q1 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-80- 1.31% |
$13.5K - $14.9K
|
6.03K
$1.43M
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-81- 0.5% |
$13.6K - $15K
|
16.1K
$3.82M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-83- 9.17% |
$14K - $15.4K
|
822
$195K
|
|
|
May 11, 2023
Q1 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-83- 3.09% |
$14K - $15.4K
|
2.61K
$619K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-85- 1.11% |
$14.3K - $15.8K
|
7.59K
$1.8M
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
SELL
|
- |
-85- 0.3% |
$14.3K - $15.8K
|
28.3K
$6.72M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-86- 1.24% |
$14.5K - $16K
|
6.86K
$1.63M
|
|
|
Apr 11, 2023
Q1 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-88- 1.65% |
$14.8K - $16.3K
|
5.24K
$1.25M
|
|
|
May 09, 2023
Q1 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-88- 2.39% |
$14.8K - $16.3K
|
3.6K
$855K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-89- 1.58% |
$15K - $16.5K
|
5.54K
$1.32M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-90- 2.85% |
$15.2K - $16.7K
|
3.07K
$729K
|
|
|
Apr 14, 2023
Q1 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-90- 0.16% |
$15.2K - $16.7K
|
56.9K
$13.5M
|
|
|
May 04, 2023
Q1 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-90- 0.56% |
$15.2K - $16.7K
|
15.9K
$3.78M
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-90- 1.6% |
$15.2K - $16.7K
|
5.55K
$1.32M
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-90- 7.58% |
$15.2K - $16.7K
|
1.1K
$261K
|
|
|
Apr 04, 2023
Q1 2023
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-92- 0.25% |
$15.5K - $17.1K
|
36.7K
$8.72M
|
|
|
Apr 18, 2023
Q1 2023
|
Violich Capital Management, Inc.
|
SELL
|
- |
-94- 0.23% |
$15.8K - $17.5K
|
40.4K
$9.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-94- 6.7% |
$15.8K - $17.5K
|
1.31K
$311K
|
|
|
May 11, 2023
Q1 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-99- 1.29% |
$16.7K - $18.4K
|
7.57K
$1.8M
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-100- 5.78% |
$16.8K - $18.6K
|
1.63K
$387K
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-100- 4.0% |
$16.8K - $18.6K
|
2.4K
$570K
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-100- 7.91% |
$16.8K - $18.6K
|
1.17K
$277K
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-100- 2.13% |
$16.8K - $18.6K
|
4.59K
$1.09M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-100- 0.53% |
$16.8K - $18.6K
|
18.8K
$4.46M
|
|
|
May 12, 2023
Q1 2023
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
SELL
|
- |
-100- 1.13% |
$16.8K - $18.6K
|
8.72K
$2.07M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-102- 0.47% |
$17.2K - $18.9K
|
21.4K
$5.08M
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-104- 1.62% |
$17.5K - $19.3K
|
6.31K
$1.5M
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-105- 3.4% |
$17.7K - $19.5K
|
2.99K
$709K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-107- 5.05% |
$18K - $19.9K
|
2.01K
$478K
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-110- 1.43% |
$18.5K - $20.4K
|
7.61K
$1.81M
|