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 02, 2023
Q1 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
14.7K+ 9.25% |
$2.48M - $2.73M
|
174K
$41.3M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
14.7K+ 132.08% |
$2.47M - $2.73M
|
25.8K
$6.13M
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
14.5K+ 278.21% |
$2.45M - $2.7M
|
19.8K
$4.7M
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
14.5K+ 232.84% |
$2.44M - $2.69M
|
20.7K
$4.92M
|
|
May 12, 2023
Q1 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
14.4KNew |
$2.42M - $2.67M
|
14.4K
$3.42M
|
|
May 15, 2023
Q1 2023
|
Townsend & Associates, Inc
|
BUY
|
- |
14.3K+ 151.49% |
$2.4M - $2.65M
|
23.7K
$5.62M
|
|
Apr 25, 2023
Q1 2023
|
Advisor Resource Council
|
BUY
|
- |
14.1K+ 58.03% |
$2.38M - $2.62M
|
38.4K
$9.14M
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
13.8K+ 52.64% |
$2.32M - $2.56M
|
40K
$9.5M
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
13.4K+ 11843.36% |
$2.25M - $2.49M
|
13.5K
$3.21M
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
13KNew |
$2.19M - $2.41M
|
13K
$3.09M
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
12.7K+ 9.32% |
$2.14M - $2.36M
|
149K
$35.5M
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
12.7KNew |
$2.14M - $2.36M
|
12.7K
$3.02M
|
|
Apr 17, 2023
Q1 2023
|
Deltec Asset Management LLC
|
BUY
|
- |
12.7KNew |
$2.14M - $2.36M
|
12.7K
$3.02M
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
12.7K+ 649.31% |
$2.13M - $2.36M
|
14.6K
$3.48M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
12.6K+ 18.19% |
$2.11M - $2.33M
|
81.6K
$19.4M
|
|
May 12, 2023
Q1 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
12.1KNew |
$2.04M - $2.25M
|
12.1K
$2.88M
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
12.1KNew |
$2.03M - $2.24M
|
12.1K
$2.86M
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
12K+ 30.64% |
$2.02M - $2.23M
|
51.1K
$12.1M
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
12K+ 17.92% |
$2.01M - $2.22M
|
78.7K
$18.7M
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
11.7K+ 22.33% |
$1.98M - $2.18M
|
64.3K
$15.3M
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
11.6KNew |
$1.96M - $2.16M
|
11.6K
$2.76M
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
11.6K+ 6.89% |
$1.96M - $2.16M
|
180K
$42.8M
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
11.6K+ 22.66% |
$1.95M - $2.16M
|
62.8K
$14.9M
|
|
May 15, 2023
Q1 2023
|
Ion Asset Management Ltd.
George Town, Grand Cayman, E9 |
BUY
|
- |
11.6K+ 8.27% |
$1.95M - $2.15M
|
152K
$36.1M
|
|
May 26, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
11.4K+ 6216.94% |
$1.92M - $2.11M
|
11.6K
$2.75M
|
|
May 15, 2023
Q1 2023
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
11.3K+ 25.42% |
$1.91M - $2.1M
|
55.9K
$13.3M
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
11.1KNew |
$1.88M - $2.07M
|
11.1K
$2.65M
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.1K+ 70.52% |
$1.88M - $2.07M
|
26.9K
$6.4M
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
11.1K+ 80.06% |
$1.87M - $2.07M
|
25K
$5.95M
|
|
Apr 14, 2023
Q1 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
11KNew |
$1.85M - $2.04M
|
11K
$2.61M
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
11K+ 30.07% |
$1.85M - $2.04M
|
47.4K
$11.3M
|
|
May 15, 2023
Q1 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
10.9K+ 136800.0% |
$1.84M - $2.03M
|
11K
$2.6M
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.3K+ 8.37% |
$1.74M - $1.92M
|
134K
$31.7M
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
10.2K+ 213.46% |
$1.72M - $1.9M
|
15K
$3.56M
|
|
Apr 25, 2023
Q1 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
10.1K+ 268.97% |
$1.7M - $1.88M
|
13.9K
$3.29M
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
BUY
|
- |
10KNew |
$1.69M - $1.86M
|
10K
$2.38M
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
10KNew |
$1.68M - $1.86M
|
10K
$2.38M
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.99K+ 1.88% |
$1.68M - $1.86M
|
543K
$129M
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
9.93K+ 34.38% |
$1.67M - $1.84M
|
38.8K
$9.23M
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
9.88K+ 41158.33% |
$1.66M - $1.83M
|
9.9K
$2.35M
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
9.88K+ 41158.33% |
$1.66M - $1.83M
|
9.9K
$2.35M
|
|
May 01, 2023
Q1 2023
|
Grant
|
BUY
|
- |
9.78K+ 27.8% |
$1.65M - $1.82M
|
44.9K
$10.7M
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
9.69K+ 74.77% |
$1.63M - $1.8M
|
22.6K
$5.38M
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
9.63K+ 13.68% |
$1.62M - $1.79M
|
80K
$19M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.62K+ 28.68% |
$1.62M - $1.79M
|
43.2K
$10.3M
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
9.61KNew |
$1.62M - $1.79M
|
9.61K
$2.28M
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.56K+ 72.18% |
$1.61M - $1.78M
|
22.8K
$5.42M
|
|
May 15, 2023
Q1 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
9.4K+ 271.6% |
$1.58M - $1.75M
|
12.9K
$3.06M
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
9.38K+ 243.63% |
$1.58M - $1.74M
|
13.2K
$3.14M
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
BUY
|
- |
9.34K+ 51.02% |
$1.57M - $1.73M
|
27.6K
$6.57M
|