Purchases and Sales Made in Q1 2024 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q1 2024. 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 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
501+ 1.31% |
$92.4K - $103K
|
38.7K
$9.53M
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
500+ 5.82% |
$92.2K - $103K
|
9.09K
$2.24M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
500+ 11.35% |
$92.2K - $103K
|
4.9K
$1.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
500+ 40.75% |
$92.2K - $103K
|
1.73K
$426K
|
|
|
May 13, 2024
Q1 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
500+ 19.98% |
$92.2K - $103K
|
3K
$740K
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
500+ 17.88% |
$92.2K - $103K
|
3.3K
$813K
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
500+ 80.0% |
$92.2K - $103K
|
1.13K
$277K
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
488+ 2.45% |
$90K - $100K
|
20.4K
$5.03M
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
486+ 0.49% |
$89.6K - $100K
|
99.2K
$24.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
481+ 1.78% |
$88.7K - $99K
|
27.4K
$6.77M
|
|
|
Apr 25, 2024
Q1 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
472+ 6.27% |
$87K - $97.1K
|
8K
$1.97M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
464+ 4.44% |
$85.6K - $95.5K
|
10.9K
$2.69M
|
|
|
May 13, 2024
Q1 2024
|
Wells Financial Advisors Inc
|
BUY
|
- |
456+ 1.44% |
$84.1K - $93.8K
|
32.1K
$7.92M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
452+ 6.72% |
$83.4K - $93K
|
7.17K
$1.77M
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
450+ 3.69% |
$83K - $92.6K
|
12.7K
$3.12M
|
|
|
Apr 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
437+ 39.33% |
$80.6K - $89.9K
|
1.55K
$382K
|
|
|
May 02, 2024
Q1 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
432+ 25.79% |
$79.7K - $88.9K
|
2.11K
$520K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
428+ 12.09% |
$78.9K - $88K
|
3.97K
$979K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
424+ 1.83% |
$78.2K - $87.2K
|
23.6K
$5.81M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
415+ 6.83% |
$76.5K - $85.4K
|
6.49K
$1.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
414+ 6.69% |
$76.3K - $85.2K
|
6.6K
$1.63M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
411+ 1.07% |
$75.8K - $84.6K
|
38.7K
$9.54M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
410+ 1.97% |
$75.6K - $84.3K
|
21.3K
$5.24M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
408+ 3.0% |
$75.2K - $83.9K
|
14K
$3.45M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
403+ 4.46% |
$74.3K - $82.9K
|
9.43K
$2.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
400+ 2.79% |
$73.8K - $82.3K
|
14.7K
$3.64M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
400+ 2.79% |
$73.8K - $82.3K
|
14.7K
$3.64M
|
|
|
May 08, 2024
Q1 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
392+ 6.71% |
$72.3K - $80.6K
|
6.24K
$1.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
388+ 2.14% |
$71.6K - $79.8K
|
18.6K
$4.58M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
387+ 16.38% |
$71.4K - $79.6K
|
2.75K
$678K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
380+ 27.34% |
$70.1K - $78.2K
|
1.77K
$437K
|
|
|
May 01, 2024
Q1 2024
|
Shariaportfolio, Inc.
Lake Mary, FL |
BUY
|
- |
377+ 15.93% |
$69.5K - $77.6K
|
2.74K
$677K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
370+ 6.66% |
$68.2K - $76.1K
|
5.92K
$1.46M
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
368+ 2.48% |
$67.9K - $75.7K
|
15.2K
$3.76M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
367+ 2.81% |
$67.7K - $75.5K
|
13.4K
$3.31M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
360+ 28.82% |
$66.4K - $74.1K
|
1.61K
$397K
|
|
|
May 02, 2024
Q1 2024
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
356+ 6.42% |
$65.7K - $73.2K
|
5.9K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
347+ 26.82% |
$64K - $71.4K
|
1.64K
$405K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
343+ 19.53% |
$63.3K - $70.6K
|
2.1K
$518K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
338+ 17.17% |
$62.3K - $69.5K
|
2.31K
$569K
|
|
|
May 13, 2024
Q1 2024
|
Zeit Capital LLC
|
BUY
|
- |
337+ 1.44% |
$62.1K - $69.3K
|
23.8K
$5.86M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
335+ 3.1% |
$61.8K - $68.9K
|
11.2K
$2.75M
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
334+ 19.61% |
$61.6K - $68.7K
|
2.04K
$502K
|
|
|
May 15, 2024
Q1 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
333New |
$61.4K - $68.5K
|
333
$82.1K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
327+ 2.57% |
$60.3K - $67.3K
|
13.1K
$3.23M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
321+ 3.34% |
$59.2K - $66K
|
9.94K
$2.45M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
317+ 6.63% |
$58.5K - $65.2K
|
5.1K
$1.26M
|
|
|
May 07, 2024
Q1 2024
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
315+ 17.8% |
$58.1K - $64.8K
|
2.09K
$514K
|
|
|
May 13, 2024
Q1 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
315+ 3.11% |
$58.1K - $64.8K
|
10.4K
$2.57M
|
|
|
Jul 19, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
313+ 1.38% |
$57.7K - $64.4K
|
23K
$5.68M
|