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 05, 2023
Q1 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-400- 16.53% |
$67.3K - $74.3K
|
2.02K
$480K
|
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-400- 1.67% |
$67.3K - $74.3K
|
23.6K
$5.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-404- 20.2% |
$68K - $75K
|
1.6K
$379K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-406- 7.48% |
$68.4K - $75.4K
|
5.02K
$1.19M
|
|
|
Apr 12, 2023
Q1 2023
|
Client First Capital LLC
|
SELL
|
- |
-409- 0.68% |
$68.9K - $76K
|
60K
$14.2M
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-409- 48.75% |
$68.9K - $76K
|
430
$102K
|
|
|
Apr 21, 2023
Q1 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-410- 15.77% |
$69K - $76.2K
|
2.19K
$520K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-415- 11.42% |
$69.9K - $77.1K
|
3.22K
$765K
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-415- 14.61% |
$69.9K - $77.1K
|
2.43K
$576K
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-416- 2.23% |
$70K - $77.3K
|
18.2K
$4.33M
|
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-426- 1.02% |
$71.7K - $79.1K
|
41.3K
$9.82M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-427- 1.13% |
$71.9K - $79.3K
|
37.3K
$8.85M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-433- 17.18% |
$72.9K - $80.4K
|
2.09K
$496K
|
|
|
Apr 18, 2023
Q1 2023
|
M. Kraus & CO
|
SELL
|
- |
-442- 9.94% |
$74.4K - $82.1K
|
4.01K
$952K
|
|
|
May 09, 2023
Q1 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-448- 2.23% |
$75.4K - $83.2K
|
19.6K
$4.66M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-450- 12.07% |
$75.8K - $83.6K
|
3.28K
$779K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-450- 81.82% |
$75.8K - $83.6K
|
100
$23.8K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-452- 23.57% |
$76.1K - $84K
|
1.47K
$348K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-458- 5.16% |
$77.1K - $85.1K
|
8.42K
$2M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-458- 10.43% |
$77.1K - $85.1K
|
3.94K
$935K
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-469- 9.36% |
$79K - $87.1K
|
4.54K
$1.08M
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-472- 6.31% |
$79.5K - $87.7K
|
7K
$1.66M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-475- 8.98% |
$80K - $88.2K
|
4.81K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-477- 12.95% |
$80.3K - $88.6K
|
3.21K
$762K
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-479- 12.47% |
$80.6K - $89K
|
3.36K
$799K
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-480- 10.08% |
$80.8K - $89.2K
|
4.28K
$1.02M
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-482- 6.02% |
$81.1K - $89.5K
|
7.53K
$1.79M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-485- 16.17% |
$81.6K - $90.1K
|
2.51K
$597K
|
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-485- 3.0% |
$81.6K - $90.1K
|
15.7K
$3.72M
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-490- 9.05% |
$82.5K - $91K
|
4.92K
$1.17M
|
|
|
Apr 06, 2023
Q1 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-495- 12.66% |
$83.3K - $91.9K
|
3.42K
$812K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-495- 1.79% |
$83.3K - $91.9K
|
27.2K
$6.46M
|
|
|
Apr 19, 2023
Q1 2023
|
Keene & Associates, Inc.
|
SELL
|
- |
-500- 10.18% |
$84.2K - $92.9K
|
4.41K
$1.05M
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-500- 19.92% |
$84.2K - $92.9K
|
2.01K
$478K
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-500- 1.19% |
$84.2K - $92.9K
|
41.4K
$9.84M
|
|
|
Apr 24, 2023
Q1 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-507- 7.86% |
$85.4K - $94.2K
|
5.94K
$1.41M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-510- 25.35% |
$85.9K - $94.7K
|
1.5K
$357K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-515- 2.11% |
$86.7K - $95.7K
|
23.9K
$5.67M
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-520- 1.63% |
$87.5K - $96.6K
|
31.3K
$7.44M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-521- 4.03% |
$87.7K - $96.8K
|
12.4K
$2.95M
|
|
|
May 10, 2023
Q1 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-525- 0.24% |
$88.4K - $97.5K
|
220K
$52.3M
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-527- 6.66% |
$88.7K - $97.9K
|
7.38K
$1.75M
|
|
|
Aug 21, 2023
Q1 2023
|
Artemis Wealth Advisors, LLC
|
SELL
|
- |
-540- 24.04% |
$90.9K - $100K
|
1.71K
$405K
|
|
|
Apr 26, 2023
Q1 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-559- 9.76% |
$94.1K - $104K
|
5.17K
$1.23M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-559- 1.52% |
$94.1K - $104K
|
36.1K
$8.58M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-562- 5.27% |
$94.6K - $104K
|
10.1K
$2.4M
|
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-568- 33.51% |
$95.6K - $106K
|
1.13K
$268K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-568Closed |
$95.6K - $106K
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-572- 1.28% |
$96.3K - $106K
|
44K
$10.5M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-576- 5.33% |
$97K - $107K
|
10.2K
$2.43M
|