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 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.61K- 18.16% |
$439K - $484K
|
11.8K
$2.79M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-2.68K- 14.63% |
$451K - $498K
|
15.6K
$3.72M
|
|
|
May 15, 2023
Q1 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.69K- 56.36% |
$452K - $499K
|
2.08K
$494K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-2.7K- 17.69% |
$454K - $501K
|
12.5K
$2.98M
|
|
|
May 11, 2023
Q1 2023
|
American Asset Management Inc.
|
SELL
|
- |
-2.71K- 1.62% |
$456K - $503K
|
165K
$39.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-2.71K- 21.42% |
$456K - $504K
|
9.95K
$2.36M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-2.72K- 48.81% |
$458K - $505K
|
2.85K
$678K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.82K- 34.0% |
$475K - $524K
|
5.48K
$1.3M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.86K- 7.58% |
$481K - $530K
|
34.8K
$8.28M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-2.9K- 15.26% |
$489K - $539K
|
16.1K
$3.83M
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-2.92K- 82.96% |
$492K - $543K
|
600
$143K
|
|
|
May 02, 2023
Q1 2023
|
Bcm Advisors, LLC
|
SELL
|
- |
-2.94K- 1.1% |
$494K - $545K
|
264K
$62.8M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3K- 2.16% |
$504K - $556K
|
136K
$32.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-3K- 17.04% |
$505K - $557K
|
14.6K
$3.47M
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-3K- 8.31% |
$505K - $557K
|
33.1K
$7.86M
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.1K- 22.01% |
$521K - $575K
|
11K
$2.61M
|
|
|
Apr 12, 2023
Q1 2023
|
A. D. Beadell Investment Counsel, Inc.
|
SELL
|
- |
-3.1K- 38.74% |
$522K - $576K
|
4.9K
$1.16M
|
|
|
Apr 26, 2023
Q1 2023
|
Strategic Investment Management, LLC
|
SELL
|
- |
-3.1K- 4.21% |
$522K - $576K
|
70.5K
$16.7M
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-3.16K- 12.36% |
$532K - $587K
|
22.4K
$5.33M
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-3.18K- 19.82% |
$535K - $590K
|
12.9K
$3.05M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-3.21K- 10.05% |
$540K - $596K
|
28.7K
$6.82M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-3.4K- 69.7% |
$572K - $632K
|
1.48K
$351K
|
|
|
Dec 20, 2023
Q1 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-3.44KClosed |
$578K - $638K
|
0
$0
|
|
|
Apr 11, 2023
Q1 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-3.5K- 41.97% |
$588K - $649K
|
4.83K
$1.15M
|
|
|
May 04, 2023
Q1 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-3.58K- 6.79% |
$602K - $664K
|
49.1K
$11.7M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-3.61K- 44.77% |
$608K - $671K
|
4.46K
$1.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-3.78K- 3.43% |
$636K - $702K
|
106K
$25.2M
|
|
|
May 10, 2023
Q1 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-3.87K- 2.84% |
$652K - $720K
|
132K
$31.4M
|
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-3.88K- 57.91% |
$653K - $720K
|
2.82K
$669K
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-3.89K- 3.6% |
$655K - $723K
|
104K
$24.8M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-3.98K- 1.55% |
$670K - $739K
|
253K
$60.2M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.01K- 3.01% |
$676K - $746K
|
129K
$30.8M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.03K- 4.41% |
$679K - $749K
|
87.4K
$20.8M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-4.17K- 3.58% |
$702K - $774K
|
112K
$26.6M
|
|
|
Apr 28, 2023
Q1 2023
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-4.21K- 11.59% |
$709K - $782K
|
32.1K
$7.63M
|
|
|
Apr 13, 2023
Q1 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-4.4K- 5.8% |
$741K - $818K
|
71.6K
$17M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.42K- 11.23% |
$745K - $822K
|
35K
$8.31M
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-4.47K- 3.82% |
$753K - $831K
|
113K
$26.7M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-4.59K- 9.44% |
$773K - $853K
|
44K
$10.5M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-4.6K- 61.43% |
$774K - $854K
|
2.89K
$686K
|
|
|
Apr 17, 2023
Q1 2023
|
Mgo Private Wealth, LLC
Irvine, CA |
SELL
|
- |
-4.64K- 75.51% |
$780K - $861K
|
1.5K
$357K
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-4.77K- 28.88% |
$802K - $885K
|
11.7K
$2.79M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.77K- 11.95% |
$802K - $885K
|
35.1K
$8.35M
|
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
SELL
|
- |
-4.8K- 51.34% |
$808K - $891K
|
4.55K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Strategic Financial Services, Inc,
Utica, NY |
SELL
|
- |
-4.8K- 7.47% |
$808K - $891K
|
59.4K
$14.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-4.81K- 25.27% |
$809K - $893K
|
14.2K
$3.38M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-4.93K- 99.92% |
$829K - $915K
|
4
$951
|
|
|
Apr 26, 2023
Q1 2023
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-5K- 69.02% |
$842K - $929K
|
2.25K
$534K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5.02K- 43.93% |
$845K - $933K
|
6.41K
$1.52M
|
|
|
May 08, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-5.05K- 5.55% |
$850K - $938K
|
86K
$20.4M
|