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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2024
Q1 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
305+ 23.11% |
$56.2K - $62.7K
|
1.63K
$401K
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
303+ 17.84% |
$55.9K - $62.3K
|
2K
$494K
|
|
|
May 15, 2024
Q1 2024
|
Dagco, Inc.
|
BUY
|
- |
301+ 23.53% |
$55.5K - $61.9K
|
1.58K
$390K
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
301+ 20.82% |
$55.5K - $61.9K
|
1.75K
$431K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
300+ 1.95% |
$55.3K - $61.7K
|
15.7K
$3.87M
|
|
|
May 07, 2024
Q1 2024
|
Rpg Investment Advisory, LLC
|
BUY
|
- |
300+ 7.83% |
$55.3K - $61.7K
|
4.13K
$1.02M
|
|
|
May 23, 2024
Q1 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
295+ 4.06% |
$54.4K - $60.7K
|
7.56K
$1.87M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
293+ 1.7% |
$54K - $60.3K
|
17.5K
$4.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
292+ 15.99% |
$53.9K - $60.1K
|
2.12K
$522K
|
|
|
Apr 30, 2024
Q1 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
290+ 1.84% |
$53.5K - $59.7K
|
16.1K
$3.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
285+ 19.86% |
$52.6K - $58.6K
|
1.72K
$424K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
282+ 0.68% |
$52K - $58K
|
41.6K
$10.3M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
267+ 4.53% |
$49.2K - $54.9K
|
6.16K
$1.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
266+ 10.7% |
$49.1K - $54.7K
|
2.75K
$679K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
266+ 67.68% |
$49.1K - $54.7K
|
659
$163K
|
|
|
Apr 12, 2024
Q1 2024
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
260+ 16.49% |
$47.9K - $53.5K
|
1.84K
$453K
|
|
|
Apr 26, 2024
Q1 2024
|
Pavion Blue Capital, LLC
|
BUY
|
- |
260+ 11.88% |
$47.9K - $53.5K
|
2.45K
$604K
|
|
|
May 14, 2024
Q1 2024
|
Sepio Capital, LP
|
BUY
|
- |
255+ 1.51% |
$47K - $52.5K
|
17.2K
$4.24M
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
BUY
|
- |
250+ 10.76% |
$46.1K - $51.4K
|
2.57K
$635K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
250+ 1.62% |
$46.1K - $51.4K
|
15.7K
$3.87M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
250New |
$46.1K - $51.4K
|
250
$61.7K
|
|
|
May 01, 2024
Q1 2024
|
Life Planning Partners, Inc
|
BUY
|
- |
248+ 9.96% |
$45.7K - $51K
|
2.74K
$675K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
247+ 6.22% |
$45.6K - $50.8K
|
4.22K
$1.04M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
243+ 4.23% |
$44.8K - $50K
|
5.98K
$1.48M
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
242+ 48.5% |
$44.6K - $49.8K
|
741
$183K
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
237+ 5.2% |
$43.7K - $48.8K
|
4.79K
$1.18M
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
236+ 5.4% |
$43.5K - $48.5K
|
4.61K
$1.14M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
235+ 11.43% |
$43.3K - $48.3K
|
2.29K
$565K
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
235+ 9.78% |
$43.3K - $48.3K
|
2.64K
$650K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
235+ 8.53% |
$43.3K - $48.3K
|
2.99K
$738K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
235+ 4.85% |
$43.3K - $48.3K
|
5.08K
$1.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
232New |
$42.8K - $47.7K
|
232
$57.2K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
228+ 10.74% |
$42K - $46.9K
|
2.35K
$580K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
225+ 4.16% |
$41.5K - $46.3K
|
5.63K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
224+ 119.15% |
$41.3K - $46.1K
|
412
$102K
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
222+ 8.28% |
$40.9K - $45.7K
|
2.9K
$716K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
221+ 9.42% |
$40.8K - $45.5K
|
2.57K
$633K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
220New |
$40.6K - $45.3K
|
220
$54.3K
|
|
|
May 03, 2024
Q1 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
219+ 4.69% |
$40.4K - $45.1K
|
4.89K
$1.21M
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
218+ 26.42% |
$40.2K - $44.8K
|
1.04K
$257K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
215+ 2.94% |
$39.7K - $44.2K
|
7.52K
$1.85M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
201+ 1.91% |
$37.1K - $41.3K
|
10.8K
$2.65M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
201+ 4.21% |
$37.1K - $41.3K
|
4.98K
$1.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
200+ 14.96% |
$36.9K - $41.1K
|
1.54K
$379K
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
200+ 4.44% |
$36.9K - $41.1K
|
4.71K
$1.16M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
BUY
|
- |
198+ 2.65% |
$36.5K - $40.7K
|
7.68K
$1.89M
|
|
|
May 13, 2024
Q1 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
197+ 7.69% |
$36.3K - $40.5K
|
2.76K
$681K
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
195+ 5.55% |
$36K - $40.1K
|
3.71K
$915K
|
|
|
May 08, 2024
Q1 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
195+ 5.49% |
$36K - $40.1K
|
3.75K
$925K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
194+ 0.94% |
$35.8K - $39.9K
|
20.9K
$5.15M
|