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 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-200- 1.86% |
$36.9K - $41.1K
|
10.6K
$2.58M
|
|
May 15, 2024
Q1 2024
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-200- 3.23% |
$36.9K - $41.1K
|
6K
$1.46M
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-200- 6.96% |
$36.9K - $41.1K
|
2.67K
$651K
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-205- 1.21% |
$37.8K - $42.2K
|
16.8K
$4.09M
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-208- 1.52% |
$38.4K - $42.8K
|
13.5K
$3.28M
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-208- 1.1% |
$38.4K - $42.8K
|
18.8K
$4.57M
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-213- 12.87% |
$39.3K - $43.8K
|
1.44K
$351K
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
SELL
|
- |
-215- 9.81% |
$39.7K - $44.2K
|
1.98K
$481K
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-218- 11.63% |
$40.2K - $44.8K
|
1.66K
$403K
|
|
May 08, 2024
Q1 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-224- 2.99% |
$41.3K - $46.1K
|
7.27K
$1.77M
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-224- 54.37% |
$41.3K - $46.1K
|
188
$45.8K
|
|
Apr 17, 2024
Q1 2024
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-226- 5.84% |
$41.7K - $46.5K
|
3.65K
$888K
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-226- 1.09% |
$41.7K - $46.5K
|
20.4K
$4.97M
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-228- 1.97% |
$42K - $46.9K
|
11.3K
$2.76M
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-230- 7.78% |
$42.4K - $47.3K
|
2.73K
$664K
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-230- 0.69% |
$42.4K - $47.3K
|
33.3K
$8.11M
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-239- 1.7% |
$44.1K - $49.2K
|
13.8K
$3.37M
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-239- 10.72% |
$44.1K - $49.2K
|
1.99K
$485K
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
SELL
|
- |
-242- 3.34% |
$44.6K - $49.8K
|
6.99K
$1.7M
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-244- 3.9% |
$45K - $50.2K
|
6.01K
$1.46M
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-245- 2.34% |
$45.2K - $50.4K
|
10.2K
$2.49M
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-247- 7.59% |
$45.6K - $50.8K
|
3.01K
$733K
|
|
Apr 12, 2024
Q1 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-250- 10.82% |
$46.1K - $51.4K
|
2.06K
$502K
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-250- 3.88% |
$46.1K - $51.4K
|
6.19K
$1.51M
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-250- 9.35% |
$46.1K - $51.4K
|
2.42K
$590K
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-252- 3.89% |
$46.5K - $51.8K
|
6.22K
$1.51M
|
|
May 14, 2024
Q1 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-253- 19.48% |
$46.7K - $52K
|
1.05K
$255K
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-254- 12.37% |
$46.8K - $52.3K
|
1.8K
$438K
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-256- 1.6% |
$47.2K - $52.7K
|
15.8K
$3.84M
|
|
Apr 19, 2024
Q1 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-260- 0.47% |
$47.9K - $53.5K
|
55.6K
$13.5M
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-261- 2.05% |
$48.1K - $53.7K
|
12.5K
$3.04M
|
|
Apr 18, 2024
Q1 2024
|
American Asset Management Inc.
|
SELL
|
- |
-262- 9.12% |
$48.3K - $53.9K
|
2.61K
$636K
|
|
Apr 26, 2024
Q1 2024
|
Intelligent Financial Strategies
Excelsior, MN |
SELL
|
- |
-265- 25.48% |
$48.9K - $54.5K
|
775
$189K
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-267- 14.87% |
$49.2K - $54.9K
|
1.53K
$372K
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-270- 2.93% |
$49.8K - $55.5K
|
8.94K
$2.18M
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-270- 2.41% |
$49.8K - $55.5K
|
10.9K
$2.66M
|
|
May 08, 2024
Q1 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-275- 5.3% |
$50.7K - $56.6K
|
4.91K
$1.2M
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-277- 10.12% |
$51.1K - $57K
|
2.46K
$599K
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-278- 4.86% |
$51.3K - $57.2K
|
5.45K
$1.33M
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-278- 3.31% |
$51.3K - $57.2K
|
8.11K
$1.98M
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-280- 2.16% |
$51.6K - $57.6K
|
12.7K
$3.09M
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-281- 9.02% |
$51.8K - $57.8K
|
2.84K
$690K
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-283- 1.84% |
$52.2K - $58.2K
|
15.1K
$3.67M
|
|
May 15, 2024
Q1 2024
|
Bramshill Investments, LLC
Naples, FL |
SELL
|
- |
-285- 13.67% |
$52.6K - $58.6K
|
1.8K
$438K
|
|
May 09, 2024
Q1 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-287- 19.3% |
$52.9K - $59K
|
1.2K
$292K
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-288- 11.95% |
$53.1K - $59.2K
|
2.12K
$517K
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-290- 11.1% |
$53.5K - $59.7K
|
2.32K
$565K
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-295- 7.83% |
$54.4K - $60.7K
|
3.47K
$845K
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-298- 16.77% |
$55K - $61.3K
|
1.48K
$360K
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-298- 3.31% |
$55K - $61.3K
|
8.71K
$2.12M
|