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
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-5.31K- 35.27% |
$895K - $987K
|
9.75K
$2.32M
|
|
|
Apr 12, 2023
Q1 2023
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-5.38K- 69.31% |
$905K - $999K
|
2.38K
$566K
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-5.38K- 36.32% |
$906K - $1M
|
9.44K
$2.24M
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-5.4K- 28.98% |
$909K - $1M
|
13.2K
$3.14M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-5.51K- 5.52% |
$928K - $1.02M
|
94.4K
$22.4M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-5.53K- 41.04% |
$930K - $1.03M
|
7.94K
$1.89M
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
SELL
|
- |
-5.55K- 36.76% |
$934K - $1.03M
|
9.54K
$2.27M
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-5.69K- 5.43% |
$958K - $1.06M
|
99.1K
$23.5M
|
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-5.69K- 81.7% |
$958K - $1.06M
|
1.28K
$303K
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-5.78K- 46.14% |
$972K - $1.07M
|
6.74K
$1.6M
|
|
|
May 09, 2023
Q1 2023
|
Gouws Capital LLC
|
SELL
|
- |
-5.83K- 35.47% |
$981K - $1.08M
|
10.6K
$2.52M
|
|
|
May 11, 2023
Q1 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-5.87K- 6.45% |
$988K - $1.09M
|
85.1K
$20.2M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-6.1K- 3.54% |
$1.03M - $1.13M
|
166K
$39.5M
|
|
|
May 12, 2023
Q1 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-6.34K- 4.24% |
$1.07M - $1.18M
|
143K
$34M
|
|
|
May 15, 2023
Q1 2023
|
London & Capital Asset Management LTD
London, X0 |
SELL
|
- |
-6.34K- 2.42% |
$1.07M - $1.18M
|
255K
$60.7M
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-6.47K- 4.08% |
$1.09M - $1.2M
|
152K
$36.1M
|
|
|
May 10, 2023
Q1 2023
|
Kaizen Financial Strategies
|
SELL
|
- |
-6.49K- 81.47% |
$1.09M - $1.2M
|
1.48K
$351K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-6.59K- 1.29% |
$1.11M - $1.22M
|
505K
$120M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.7K- 2.42% |
$1.13M - $1.24M
|
271K
$64.3M
|
|
|
Apr 10, 2023
Q1 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-6.78K- 26.34% |
$1.14M - $1.26M
|
19K
$4.5M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-6.8K- 12.26% |
$1.14M - $1.26M
|
48.7K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-6.84K- 21.68% |
$1.15M - $1.27M
|
24.7K
$5.88M
|
|
|
Apr 21, 2023
Q1 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-7.44K- 81.4% |
$1.25M - $1.38M
|
1.7K
$404K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-7.6K- 26.88% |
$1.28M - $1.41M
|
20.7K
$4.91M
|
|
|
Jul 06, 2023
Q1 2023
|
Ballew Advisors, Inc
|
SELL
|
- |
-7.67K- 64.39% |
$1.29M - $1.43M
|
4.24K
$1.01M
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-7.68K- 21.33% |
$1.29M - $1.43M
|
28.3K
$6.74M
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-8.06K- 59.38% |
$1.36M - $1.5M
|
5.52K
$1.31M
|
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-8.22K- 43.67% |
$1.38M - $1.53M
|
10.6K
$2.52M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-8.23K- 1.94% |
$1.39M - $1.53M
|
416K
$98.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-8.27K- 3.9% |
$1.39M - $1.54M
|
203K
$48.3M
|
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-8.59K- 5.05% |
$1.45M - $1.59M
|
161K
$38.4M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-8.75K- 9.61% |
$1.47M - $1.63M
|
82.3K
$19.6M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-8.9K- 79.92% |
$1.5M - $1.65M
|
2.24K
$531K
|
|
|
Apr 10, 2023
Q1 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-8.97K- 57.49% |
$1.51M - $1.67M
|
6.63K
$1.58M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-9.08K- 77.01% |
$1.53M - $1.69M
|
2.71K
$644K
|
|
|
Apr 14, 2023
Q1 2023
|
Spectrum Asset Management, Inc.
|
SELL
|
- |
-9.9K- 88.75% |
$1.67M - $1.84M
|
1.25K
$298K
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-9.94K- 78.51% |
$1.67M - $1.85M
|
2.72K
$647K
|
|
|
Apr 27, 2023
Q1 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-9.99K- 20.12% |
$1.68M - $1.86M
|
39.7K
$9.42M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-10.3K- 95.3% |
$1.73M - $1.91M
|
508
$121K
|
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-10.3K- 20.16% |
$1.74M - $1.92M
|
40.9K
$9.71M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-10.5K- 68.35% |
$1.77M - $1.95M
|
4.86K
$1.16M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-10.5K- 9.88% |
$1.77M - $1.96M
|
96K
$22.8M
|
|
|
May 15, 2023
Q1 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-11.1K- 4.71% |
$1.86M - $2.06M
|
224K
$53.3M
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-11.2K- 98.39% |
$1.89M - $2.08M
|
183
$43.5K
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-11.5K- 6.22% |
$1.93M - $2.13M
|
173K
$41.2M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-11.9K- 34.43% |
$2.01M - $2.21M
|
22.7K
$5.39M
|
|
|
May 10, 2023
Q1 2023
|
Mader & Shannon Wealth Management, Inc.
|
SELL
|
- |
-12K- 9.6% |
$2.02M - $2.23M
|
113K
$26.8M
|
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-12.3K- 63.71% |
$2.06M - $2.28M
|
6.98K
$1.66M
|
|
|
May 01, 2023
Q1 2023
|
Sierra Capital LLC
|
SELL
|
- |
-12.4K- 48.24% |
$2.08M - $2.3M
|
13.3K
$3.15M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-12.8K- 34.36% |
$2.15M - $2.38M
|
24.4K
$5.81M
|