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 |
|---|---|---|---|---|---|---|---|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
1.77KNew |
$298K - $329K
|
1.77K
$431K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1.77KNew |
$297K - $328K
|
1.77K
$429K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.74K+ 110.33% |
$293K - $323K
|
3.32K
$806K
|
|
|
Apr 12, 2023
Q1 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.74K+ 2.72% |
$293K - $323K
|
65.7K
$16M
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.74K+ 3.03% |
$292K - $322K
|
58.9K
$14.3M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.73K+ 1015.88% |
$291K - $321K
|
1.9K
$461K
|
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
1.72K+ 5.04% |
$289K - $319K
|
35.8K
$8.69M
|
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
1.7KNew |
$286K - $316K
|
1.7K
$413K
|
|
|
Apr 18, 2023
Q1 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.7KNew |
$286K - $315K
|
1.7K
$412K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.67K+ 3.45% |
$281K - $310K
|
50.2K
$12.2M
|
|
|
May 08, 2023
Q1 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
1.65KNew |
$277K - $306K
|
1.65K
$400K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.64K+ 2.51% |
$276K - $304K
|
67K
$16.3M
|
|
|
Apr 04, 2023
Q1 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.62KNew |
$273K - $301K
|
1.62K
$394K
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
1.61KNew |
$272K - $300K
|
1.61K
$392K
|
|
|
Sep 27, 2024
Q1 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.61K+ 27.16% |
$270K - $298K
|
7.51K
$1.83M
|
|
|
Jun 06, 2023
Q1 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
1.6KNew |
$270K - $298K
|
1.6K
$389K
|
|
|
Aug 09, 2023
Q1 2023
|
Myecfo, LLC
La Jolla, CA |
BUY
|
- |
1.6KNew |
$269K - $297K
|
1.6K
$389K
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.59KNew |
$268K - $296K
|
1.59K
$387K
|
|
|
May 05, 2023
Q1 2023
|
Dagco, Inc.
|
BUY
|
- |
1.58KNew |
$266K - $293K
|
1.58K
$384K
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
1.57KNew |
$264K - $292K
|
1.57K
$381K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
1.57KNew |
$263K - $291K
|
1.57K
$380K
|
|
|
May 11, 2023
Q1 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.56K+ 4.59% |
$263K - $290K
|
35.6K
$8.65M
|
|
|
May 19, 2023
Q1 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.56KNew |
$263K - $290K
|
1.56K
$379K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.55K+ 3.94% |
$262K - $289K
|
41K
$9.95M
|
|
|
May 11, 2023
Q1 2023
|
Ruffer LLP
|
BUY
|
- |
1.55K+ 47.1% |
$261K - $288K
|
4.84K
$1.18M
|
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
1.54KNew |
$260K - $287K
|
1.54K
$375K
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.52KNew |
$255K - $282K
|
1.52K
$368K
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.51K+ 0.72% |
$255K - $281K
|
212K
$51.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
1.5KNew |
$253K - $279K
|
1.5K
$365K
|
|
|
May 15, 2023
Q1 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
1.5KNew |
$253K - $279K
|
1.5K
$364K
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
BUY
|
- |
1.5KNew |
$252K - $278K
|
1.5K
$364K
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.5K+ 19.01% |
$252K - $278K
|
9.37K
$2.28M
|
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.49KNew |
$250K - $276K
|
1.49K
$361K
|
|
|
May 11, 2023
Q1 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1.49KNew |
$250K - $276K
|
1.49K
$361K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.49K+ 95.38% |
$250K - $276K
|
3.04K
$739K
|
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
BUY
|
- |
1.48KNew |
$250K - $276K
|
1.48K
$361K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.48K+ 1.72% |
$248K - $274K
|
87.4K
$21.2M
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
1.47K+ 8.2% |
$248K - $274K
|
19.4K
$4.72M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.47K+ 51.84% |
$247K - $273K
|
4.3K
$1.04M
|
|
|
Apr 13, 2023
Q1 2023
|
Joule Financial, LLC
|
BUY
|
- |
1.46K+ 3.32% |
$245K - $270K
|
45.3K
$11M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.44K+ 9.44% |
$243K - $268K
|
16.7K
$4.06M
|
|
|
May 12, 2023
Q1 2023
|
Penn Capital Management Company, LLC
Philadelphia, PA |
BUY
|
- |
1.43KNew |
$240K - $265K
|
1.43K
$346K
|
|
|
May 02, 2023
Q1 2023
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.42K+ 7.88% |
$240K - $264K
|
19.5K
$4.73M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.42K+ 1.11% |
$239K - $264K
|
130K
$31.5M
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
1.42K+ 51.28% |
$239K - $264K
|
4.19K
$1.02M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.4KNew |
$236K - $260K
|
1.4K
$340K
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.39K+ 4.0% |
$234K - $258K
|
36.1K
$8.78M
|
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.38KNew |
$233K - $257K
|
1.38K
$336K
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.37K+ 25.74% |
$230K - $254K
|
6.68K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.35K+ 26.06% |
$227K - $251K
|
6.54K
$1.59M
|