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 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
34+ 0.67% |
$6.27K - $6.99K
|
5.12K
$1.36M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
34+ 1.79% |
$6.27K - $6.99K
|
1.93K
$514K
|
|
|
May 08, 2024
Q1 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
34+ 0.56% |
$6.27K - $6.99K
|
6.06K
$1.61M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
33+ 1.48% |
$6.09K - $6.79K
|
2.26K
$601K
|
|
|
Apr 24, 2024
Q1 2024
|
Keene & Associates, Inc.
|
BUY
|
- |
32+ 0.62% |
$5.9K - $6.58K
|
5.17K
$1.38M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
32+ 0.57% |
$5.9K - $6.58K
|
5.61K
$1.49M
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
32+ 0.86% |
$5.9K - $6.58K
|
3.73K
$994K
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
31+ 6.35% |
$5.72K - $6.38K
|
519
$138K
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
30+ 0.25% |
$5.53K - $6.17K
|
12.2K
$3.24M
|
|
|
May 15, 2024
Q1 2024
|
Burford Brothers, Inc.
Dallas, TX |
BUY
|
- |
30+ 1.2% |
$5.53K - $6.17K
|
2.53K
$674K
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
29New |
$5.35K - $5.97K
|
29
$7.72K
|
|
|
Apr 30, 2024
Q1 2024
|
Cutler Investment Counsel LLC
|
BUY
|
- |
29+ 1.17% |
$5.35K - $5.97K
|
2.51K
$668K
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
BUY
|
- |
27+ 1.03% |
$4.98K - $5.55K
|
2.65K
$706K
|
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
27+ 0.23% |
$4.98K - $5.55K
|
11.7K
$3.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
26+ 1.19% |
$4.79K - $5.35K
|
2.22K
$591K
|
|
|
May 13, 2024
Q1 2024
|
Charter Research & Investment Group, Inc.
Southport, CT |
BUY
|
- |
26+ 0.22% |
$4.79K - $5.35K
|
11.7K
$3.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
25+ 1.77% |
$4.61K - $5.14K
|
1.44K
$383K
|
|
|
Apr 26, 2024
Q1 2024
|
Harrington Investments, Inc
|
BUY
|
- |
25+ 0.77% |
$4.61K - $5.14K
|
3.27K
$870K
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
BUY
|
- |
25+ 0.09% |
$4.61K - $5.14K
|
27.9K
$7.42M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
25+ 1.17% |
$4.61K - $5.14K
|
2.16K
$575K
|
|
|
May 13, 2024
Q1 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
25+ 11.36% |
$4.61K - $5.14K
|
245
$65.2K
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
25+ 0.22% |
$4.61K - $5.14K
|
11.5K
$3.07M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
24+ 0.43% |
$4.43K - $4.94K
|
5.57K
$1.48M
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
24+ 0.76% |
$4.43K - $4.94K
|
3.17K
$844K
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
24+ 0.03% |
$4.43K - $4.94K
|
68.7K
$18.3M
|
|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
24+ 0.03% |
$4.43K - $4.94K
|
68.7K
$18.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Oliver Luxxe Assets LLC
Gladstone, NJ |
BUY
|
- |
22+ 0.05% |
$4.06K - $4.53K
|
46.3K
$12.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
20New |
$3.69K - $4.11K
|
20
$5.33K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
19+ 0.12% |
$3.5K - $3.91K
|
15.5K
$4.13M
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
18+ 0.45% |
$3.32K - $3.7K
|
4.05K
$1.08M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
18+ 0.25% |
$3.32K - $3.7K
|
7.32K
$1.95M
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
17+ 0.52% |
$3.14K - $3.5K
|
3.26K
$868K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
17+ 283.33% |
$3.14K - $3.5K
|
23
$6.12K
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
16+ 0.7% |
$2.95K - $3.29K
|
2.31K
$616K
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
16+ 0.79% |
$2.95K - $3.29K
|
2.04K
$543K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
16+ 0.1% |
$2.95K - $3.29K
|
16K
$4.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
15+ 0.96% |
$2.77K - $3.09K
|
1.58K
$419K
|
|
|
Apr 24, 2024
Q1 2024
|
First Pacific Financial
|
BUY
|
- |
14New |
$2.58K - $2.88K
|
14
$3.73K
|
|
|
Apr 26, 2024
Q1 2024
|
Narwhal Capital Management
|
BUY
|
- |
14+ 0.09% |
$2.58K - $2.88K
|
15.1K
$4.02M
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
14+ 0.47% |
$2.58K - $2.88K
|
3.01K
$801K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
13+ 1.37% |
$2.4K - $2.67K
|
964
$257K
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
12+ 0.07% |
$2.21K - $2.47K
|
18.4K
$4.89M
|
|
|
May 16, 2024
Q1 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
12+ 2.36% |
$2.21K - $2.47K
|
521
$139K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
10+ 1.16% |
$1.84K - $2.06K
|
871
$232K
|
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
10+ 0.18% |
$1.84K - $2.06K
|
5.59K
$1.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
9+ 0.36% |
$1.66K - $1.85K
|
2.49K
$663K
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
9+ 0.04% |
$1.66K - $1.85K
|
22.2K
$5.92M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9+ 0.03% |
$1.66K - $1.85K
|
29.1K
$7.74M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
8+ 0.18% |
$1.48K - $1.65K
|
4.53K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Savior LLC
|
BUY
|
- |
8+ 0.23% |
$1.48K - $1.65K
|
3.51K
$935K
|