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
|
Scotia Capital Inc.
|
SELL
|
- |
-577- 0.66% |
$106K - $119K
|
87.3K
$21.8M
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-595- 5.25% |
$110K - $122K
|
10.7K
$2.68M
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-600- 1.72% |
$111K - $123K
|
34.2K
$8.56M
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-600- 11.49% |
$111K - $123K
|
4.62K
$1.15M
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-602- 10.5% |
$111K - $124K
|
5.13K
$1.28M
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-618- 5.58% |
$114K - $127K
|
10.5K
$2.61M
|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-620- 7.94% |
$114K - $128K
|
7.19K
$1.8M
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-637- 18.23% |
$117K - $131K
|
2.86K
$714K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-648- 2.19% |
$120K - $133K
|
28.9K
$7.23M
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-658- 1.62% |
$121K - $135K
|
40K
$10M
|
|
Aug 30, 2024
Q1 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-659- 3.48% |
$122K - $136K
|
18.3K
$4.56M
|
|
May 01, 2024
Q1 2024
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
SELL
|
- |
-665- 32.13% |
$123K - $137K
|
1.41K
$351K
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-666- 14.83% |
$123K - $137K
|
3.83K
$956K
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-669- 1.79% |
$123K - $138K
|
36.6K
$9.15M
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-670- 7.85% |
$124K - $138K
|
7.87K
$1.97M
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-676- 17.26% |
$125K - $139K
|
3.24K
$810K
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-680- 9.02% |
$125K - $140K
|
6.86K
$1.71M
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-682- 0.63% |
$126K - $140K
|
107K
$26.7M
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-683- 1.36% |
$126K - $141K
|
49.4K
$12.3M
|
|
May 10, 2024
Q1 2024
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-699- 11.3% |
$129K - $144K
|
5.49K
$1.37M
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-712- 9.02% |
$131K - $146K
|
7.18K
$1.79M
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-715- 32.65% |
$132K - $147K
|
1.48K
$369K
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-720- 4.74% |
$133K - $148K
|
14.5K
$3.61M
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-720- 1.18% |
$133K - $148K
|
60.1K
$15M
|
|
May 13, 2024
Q1 2024
|
First American Trust, Fsb
|
SELL
|
- |
-735- 21.1% |
$136K - $151K
|
2.75K
$687K
|
|
May 10, 2024
Q1 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
SELL
|
- |
-744- 16.33% |
$137K - $153K
|
3.81K
$952K
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-748- 21.49% |
$138K - $154K
|
2.73K
$683K
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-748- 10.36% |
$138K - $154K
|
6.47K
$1.62M
|
|
May 01, 2024
Q1 2024
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-749- 31.09% |
$138K - $154K
|
1.66K
$415K
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-757- 10.99% |
$140K - $156K
|
6.13K
$1.53M
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-764- 6.83% |
$141K - $157K
|
10.4K
$2.6M
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
SELL
|
- |
-766- 32.81% |
$141K - $158K
|
1.57K
$392K
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-768- 20.31% |
$142K - $158K
|
3.01K
$753K
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-770- 11.03% |
$142K - $158K
|
6.21K
$1.55M
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
SELL
|
- |
-775- 11.09% |
$143K - $159K
|
6.22K
$1.55M
|
|
May 10, 2024
Q1 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-776- 22.77% |
$143K - $160K
|
2.63K
$658K
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-778- 3.38% |
$143K - $160K
|
22.2K
$5.55M
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-792- 25.05% |
$146K - $163K
|
2.37K
$592K
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
SELL
|
- |
-795- 38.04% |
$147K - $164K
|
1.3K
$324K
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-797- 3.38% |
$147K - $164K
|
22.8K
$5.7M
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-800- 7.93% |
$148K - $165K
|
9.28K
$2.32M
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-809- 14.73% |
$149K - $166K
|
4.68K
$1.17M
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-815- 3.46% |
$150K - $168K
|
22.7K
$5.68M
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-824- 7.99% |
$152K - $170K
|
9.49K
$2.37M
|
|
Apr 10, 2024
Q1 2024
|
Legacy Private Trust Co.
|
SELL
|
- |
-830- 45.36% |
$153K - $171K
|
1K
$250K
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-836- 4.23% |
$154K - $172K
|
18.9K
$4.73M
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-839- 81.38% |
$155K - $173K
|
192
$48K
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-840- 4.49% |
$155K - $173K
|
17.8K
$4.46M
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-866- 11.26% |
$160K - $178K
|
6.83K
$1.71M
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-875- 4.48% |
$161K - $180K
|
18.6K
$4.66M
|