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 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
5.5K+ 350.25% |
$926K - $1.02M
|
7.07K
$1.77M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
5.43K+ 12.74% |
$913K - $1.01M
|
48K
$12M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
5.41K+ 95.08% |
$910K - $1M
|
11.1K
$2.77M
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.27K+ 15.21% |
$888K - $980K
|
40K
$9.98M
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
5.13K+ 222.05% |
$863K - $952K
|
7.43K
$1.86M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
5.09K+ 87.36% |
$857K - $946K
|
10.9K
$2.73M
|
|
|
Apr 28, 2023
Q1 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
5.05K+ 31.46% |
$851K - $939K
|
21.1K
$5.28M
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
5KNew |
$842K - $929K
|
5K
$1.25M
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
4.98KNew |
$838K - $924K
|
4.98K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
4.93K+ 31.96% |
$830K - $916K
|
20.4K
$5.09M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
4.9K+ 135.1% |
$825K - $910K
|
8.53K
$2.13M
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
4.88K+ 158.43% |
$821K - $905K
|
7.95K
$1.99M
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.86K+ 15.18% |
$818K - $902K
|
36.9K
$9.21M
|
|
|
May 11, 2023
Q1 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
4.86KNew |
$817K - $902K
|
4.86K
$1.21M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
4.85K+ 121350.0% |
$817K - $902K
|
4.86K
$1.21M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.79K+ 17.65% |
$807K - $890K
|
31.9K
$7.98M
|
|
|
Nov 21, 2023
Q1 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
4.78KNew |
$805K - $888K
|
4.78K
$1.19M
|
|
|
May 22, 2023
Q1 2023
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
4.69K+ 40.31% |
$789K - $870K
|
16.3K
$4.07M
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.61K+ 23.71% |
$776K - $856K
|
24K
$6.01M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
4.6K+ 18.15% |
$775K - $855K
|
30K
$7.48M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
4.6K+ 37.55% |
$774K - $854K
|
16.8K
$4.21M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
4.57K+ 39.57% |
$769K - $849K
|
16.1K
$4.03M
|
|
|
May 09, 2023
Q1 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
4.56K+ 3.65% |
$768K - $847K
|
130K
$32.4M
|
|
|
May 09, 2023
Q1 2023
|
Pier 88 Investment Partners LLC
San Francisco, CA |
BUY
|
- |
4.49K+ 26.39% |
$756K - $835K
|
21.5K
$5.38M
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.45K+ 61.87% |
$749K - $827K
|
11.6K
$2.91M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
4.43K+ 19.9% |
$746K - $823K
|
26.7K
$6.67M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
4.42K+ 110.51% |
$743K - $820K
|
8.41K
$2.1M
|
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
4.38KNew |
$737K - $813K
|
4.38K
$1.09M
|
|
|
May 02, 2023
Q1 2023
|
Nkcfo LLC
|
BUY
|
- |
4.2KNew |
$707K - $780K
|
4.2K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
4.15K+ 21.43% |
$698K - $770K
|
23.5K
$5.87M
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.1K+ 14.16% |
$690K - $761K
|
33K
$8.25M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.09K+ 16356.0% |
$688K - $759K
|
4.11K
$1.03M
|
|
|
May 03, 2023
Q1 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
3.93K+ 11.85% |
$662K - $731K
|
37.1K
$9.27M
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
3.89K+ 90.25% |
$654K - $722K
|
8.19K
$2.05M
|
|
|
May 10, 2023
Q1 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
3.83KNew |
$644K - $711K
|
3.83K
$956K
|
|
|
May 08, 2023
Q1 2023
|
Zeit Capital LLC
|
BUY
|
- |
3.76K+ 15.57% |
$632K - $698K
|
27.9K
$6.96M
|
|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
BUY
|
- |
3.75K+ 103.4% |
$630K - $696K
|
7.37K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
3.74K+ 3.09% |
$630K - $695K
|
125K
$31.2M
|
|
|
May 15, 2023
Q1 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
3.72KNew |
$627K - $691K
|
3.72K
$930K
|
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.61K+ 75.27% |
$608K - $671K
|
8.41K
$2.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
3.59KNew |
$604K - $667K
|
3.59K
$897K
|
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
3.59K+ 276.41% |
$604K - $666K
|
4.88K
$1.22M
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
3.5K+ 272.4% |
$590K - $651K
|
4.79K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
3.49KNew |
$587K - $647K
|
3.49K
$871K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.41K+ 2.82% |
$575K - $634K
|
125K
$31.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
3.39K+ 18.78% |
$571K - $629K
|
21.4K
$5.36M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.32K+ 96.68% |
$558K - $616K
|
6.74K
$1.68M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.29K+ 6.27% |
$554K - $611K
|
55.8K
$13.9M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
3.25K+ 20.67% |
$547K - $604K
|
19K
$4.74M
|
|
|
May 03, 2023
Q1 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
3.23K+ 63.72% |
$543K - $599K
|
8.29K
$2.07M
|