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 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.45K- 25.94% |
$243K - $268K
|
4.13K
$980K
|
|
|
May 10, 2023
Q1 2023
|
Fwl Investment Management, LLC
|
SELL
|
- |
-1.46K- 2.95% |
$245K - $271K
|
47.9K
$11.4M
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-1.46K- 99.45% |
$245K - $271K
|
8
$1.9K
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-1.54K- 7.81% |
$259K - $286K
|
18.2K
$4.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.58K- 23.75% |
$266K - $293K
|
5.07K
$1.21M
|
|
|
Apr 26, 2023
Q1 2023
|
Q3 Asset Management
|
SELL
|
- |
-1.59K- 58.94% |
$268K - $295K
|
1.11K
$263K
|
|
|
May 15, 2023
Q1 2023
|
Coastal Bridge Advisors, LLC
|
SELL
|
- |
-1.61K- 15.03% |
$270K - $298K
|
9.08K
$2.16M
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-1.61K- 30.65% |
$271K - $299K
|
3.64K
$866K
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.62K- 2.52% |
$272K - $301K
|
62.6K
$14.9M
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-1.62K- 36.52% |
$273K - $301K
|
2.82K
$670K
|
|
|
Apr 25, 2023
Q1 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.64K- 5.15% |
$276K - $304K
|
30.2K
$7.17M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.66K- 5.03% |
$280K - $309K
|
31.4K
$7.46M
|
|
|
May 08, 2023
Q1 2023
|
Smart Money Group LLC
|
SELL
|
- |
-1.69K- 10.99% |
$284K - $314K
|
13.7K
$3.25M
|
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-1.7K- 4.6% |
$286K - $316K
|
35.3K
$8.39M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.73K- 7.05% |
$291K - $321K
|
22.8K
$5.41M
|
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-1.74K- 31.79% |
$292K - $322K
|
3.72K
$885K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-1.75K- 15.81% |
$295K - $325K
|
9.33K
$2.22M
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.79K- 22.73% |
$301K - $332K
|
6.08K
$1.45M
|
|
|
May 11, 2023
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-1.79K- 21.12% |
$302K - $333K
|
6.69K
$1.59M
|
|
|
Apr 25, 2024
Q1 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-1.79K- 21.12% |
$302K - $333K
|
6.69K
$1.59M
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1.82K- 86.17% |
$306K - $338K
|
292
$69.4K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.85K- 21.31% |
$311K - $343K
|
6.83K
$1.62M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-1.87K- 0.4% |
$314K - $347K
|
470K
$112M
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-1.9K- 18.25% |
$320K - $353K
|
8.5K
$2.02M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.93K- 2.5% |
$326K - $359K
|
75.5K
$17.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1.94K- 50.92% |
$326K - $360K
|
1.87K
$444K
|
|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-1.98K- 10.53% |
$334K - $368K
|
16.8K
$4M
|
|
|
May 11, 2023
Q1 2023
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
SELL
|
- |
-2K- 55.46% |
$337K - $372K
|
1.61K
$382K
|
|
|
May 10, 2023
Q1 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-2K- 23.75% |
$337K - $372K
|
6.43K
$1.53M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-2.02K- 18.68% |
$340K - $375K
|
8.79K
$2.09M
|
|
|
May 09, 2023
Q1 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-2.06K- 47.42% |
$347K - $382K
|
2.28K
$543K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.07K- 4.43% |
$349K - $385K
|
44.7K
$10.6M
|
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-2.11K- 54.08% |
$355K - $391K
|
1.79K
$425K
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
SELL
|
- |
-2.14K- 9.15% |
$359K - $397K
|
21.2K
$5.04M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-2.14K- 1.96% |
$361K - $398K
|
107K
$25.5M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.17K- 12.29% |
$364K - $402K
|
15.5K
$3.67M
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.18K- 2.63% |
$368K - $406K
|
80.9K
$19.2M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.2K- 42.32% |
$370K - $408K
|
3K
$712K
|
|
|
Apr 21, 2023
Q1 2023
|
Chiron Capital Management, LLC
|
SELL
|
- |
-2.2K- 25.58% |
$370K - $409K
|
6.4K
$1.52M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-2.2K- 4.14% |
$371K - $409K
|
51K
$12.1M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.22K- 3.57% |
$374K - $413K
|
59.9K
$14.2M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-2.26K- 60.04% |
$380K - $419K
|
1.5K
$357K
|
|
|
Apr 10, 2023
Q1 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-2.36K- 17.77% |
$398K - $439K
|
10.9K
$2.6M
|
|
|
May 15, 2023
Q1 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-2.37K- 3.66% |
$398K - $439K
|
62.3K
$14.8M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.44K- 14.07% |
$410K - $452K
|
14.9K
$3.53M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.45K- 0.95% |
$412K - $454K
|
255K
$60.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-2.48K- 3.86% |
$417K - $460K
|
61.8K
$14.7M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-2.5K- 76.45% |
$421K - $464K
|
770
$183K
|
|
|
May 15, 2023
Q1 2023
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-2.5K- 10.42% |
$421K - $464K
|
21.5K
$5.11M
|
|
|
May 15, 2023
Q1 2023
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2.51K- 96.38% |
$422K - $465K
|
94
$22.3K
|