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 10, 2024
Q1 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
7+ 0.47% |
$1.29K - $1.44K
|
1.48K
$371K
|
|
|
May 02, 2024
Q1 2024
|
Belfer Management LLC
|
BUY
|
- |
6+ 0.51% |
$1.11K - $1.23K
|
1.19K
$298K
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
6+ 0.12% |
$1.11K - $1.23K
|
4.98K
$1.24M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
3+ 0.17% |
$553 - $617
|
1.73K
$432K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
3+ 0.28% |
$553 - $617
|
1.07K
$267K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3+ 0.23% |
$553 - $617
|
1.33K
$333K
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.15% |
$369 - $411
|
1.32K
$329K
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
BUY
|
- |
2+ 0.07% |
$369 - $411
|
3.01K
$752K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
BUY
|
- |
1+ 0.08% |
$184 - $206
|
1.31K
$326K
|
|
|
Apr 16, 2024
Q1 2024
|
Mc Broom & Associates, LLC
|
BUY
|
- |
1+ 0.01% |
$184 - $206
|
18.5K
$4.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.14% |
$184 - $206
|
729
$182K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1+ 0.01% |
$184 - $206
|
7.24K
$1.81M
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.07% |
$184 - $206
|
1.38K
$346K
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
1+ 1.67% |
$184 - $206
|
61
$15.2K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1+ 0.12% |
$184 - $206
|
857
$214K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1- 0.08% |
$184 - $206
|
1.18K
$294K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1- 0.12% |
$184 - $206
|
856
$214K
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-1- 0.05% |
$184 - $206
|
1.93K
$481K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1- 0.02% |
$184 - $206
|
4.58K
$1.14M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1- 0.12% |
$184 - $206
|
856
$214K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-1- 0.2% |
$184 - $206
|
489
$122K
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-2- 0.06% |
$369 - $411
|
3.59K
$897K
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-2- 2.13% |
$369 - $411
|
92
$23K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-2- 0.09% |
$369 - $411
|
2.29K
$572K
|
|
|
May 09, 2024
Q1 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-2- 0.18% |
$369 - $411
|
1.11K
$276K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2- 28.57% |
$369 - $411
|
5
$1.25K
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-3- 4.76% |
$553 - $617
|
60
$15K
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3- 0.08% |
$553 - $617
|
3.7K
$924K
|
|
|
May 13, 2024
Q1 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-3- 0.23% |
$553 - $617
|
1.3K
$324K
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-4- 0.19% |
$738 - $823
|
2.08K
$519K
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
SELL
|
- |
-5- 0.22% |
$922 - $1.03K
|
2.22K
$554K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-5- 0.08% |
$922 - $1.03K
|
6.43K
$1.61M
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-5- 0.3% |
$922 - $1.03K
|
1.68K
$420K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-5- 0.14% |
$922 - $1.03K
|
3.61K
$901K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-5- 0.02% |
$922 - $1.03K
|
23.4K
$5.83M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-6- 0.17% |
$1.11K - $1.23K
|
3.44K
$860K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-6- 0.37% |
$1.11K - $1.23K
|
1.62K
$405K
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-7- 0.14% |
$1.29K - $1.44K
|
4.99K
$1.25M
|
|
|
May 13, 2024
Q1 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-7- 0.18% |
$1.29K - $1.44K
|
3.82K
$954K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-8- 6.35% |
$1.48K - $1.65K
|
118
$29.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-8- 0.22% |
$1.48K - $1.65K
|
3.56K
$890K
|
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
SELL
|
- |
-8- 0.05% |
$1.48K - $1.65K
|
15.8K
$3.94M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-8- 0.22% |
$1.48K - $1.65K
|
3.66K
$915K
|
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-9- 6.34% |
$1.66K - $1.85K
|
133
$33.2K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
SELL
|
- |
-9- 0.6% |
$1.66K - $1.85K
|
1.5K
$375K
|
|
|
Apr 24, 2024
Q1 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-10- 0.43% |
$1.84K - $2.06K
|
2.29K
$572K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-10- 0.26% |
$1.84K - $2.06K
|
3.86K
$964K
|
|
|
May 13, 2024
Q1 2024
|
Wolverine Asset Management LLC
|
SELL
|
- |
-10- 0.28% |
$1.84K - $2.06K
|
3.57K
$892K
|
|
|
May 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-10- 1.12% |
$1.84K - $2.06K
|
885
$221K
|
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-10- 0.25% |
$1.84K - $2.06K
|
3.94K
$985K
|