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 |
|---|---|---|---|---|---|---|---|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-876- 66.77% |
$162K - $180K
|
436
$109K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-882- 26.51% |
$163K - $181K
|
2.45K
$611K
|
|
|
May 14, 2024
Q1 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-890- 2.0% |
$164K - $183K
|
43.6K
$10.9M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-900- 21.69% |
$166K - $185K
|
3.25K
$812K
|
|
|
May 13, 2024
Q1 2024
|
R.P. Boggs & Co.
|
SELL
|
- |
-905- 1.71% |
$167K - $186K
|
51.9K
$13M
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-910- 38.77% |
$168K - $187K
|
1.44K
$359K
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-917- 20.46% |
$169K - $189K
|
3.56K
$890K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-922- 0.89% |
$170K - $190K
|
103K
$25.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-925- 13.6% |
$171K - $190K
|
5.88K
$1.47M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-926- 7.01% |
$171K - $190K
|
12.3K
$3.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-929- 11.12% |
$171K - $191K
|
7.43K
$1.86M
|
|
|
Apr 25, 2024
Q1 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-933- 38.76% |
$172K - $192K
|
1.47K
$368K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-942- 8.87% |
$174K - $194K
|
9.68K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Tig Advisors, LLC
New York, NY |
SELL
|
- |
-944- 10.02% |
$174K - $194K
|
8.48K
$2.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-955- 7.52% |
$176K - $196K
|
11.8K
$2.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-956- 26.59% |
$176K - $197K
|
2.64K
$659K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-957- 19.76% |
$176K - $197K
|
3.89K
$971K
|
|
|
May 10, 2024
Q1 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-964- 28.57% |
$178K - $198K
|
2.41K
$602K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-998- 24.76% |
$184K - $205K
|
3.03K
$758K
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-1K- 64.1% |
$184K - $206K
|
560
$140K
|
|
|
Apr 17, 2024
Q1 2024
|
Chatham Capital Group, Inc.
|
SELL
|
- |
-1K- 32.99% |
$184K - $206K
|
2.03K
$507K
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-1K- 23.78% |
$184K - $206K
|
3.21K
$801K
|
|
|
May 15, 2024
Q1 2024
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-1K- 4.35% |
$184K - $206K
|
22K
$5.5M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1K- 18.65% |
$185K - $206K
|
4.37K
$1.09M
|
|
|
May 14, 2024
Q1 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-1.02K- 1.33% |
$188K - $209K
|
75.2K
$18.8M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.02K- 4.41% |
$188K - $210K
|
22.1K
$5.52M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.02K- 17.28% |
$188K - $210K
|
4.88K
$1.22M
|
|
|
May 01, 2024
Q1 2024
|
5th Street Advisors, LLC
|
SELL
|
- |
-1.06K- 3.64% |
$195K - $218K
|
28.1K
$7.01M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-1.08K- 7.41% |
$198K - $221K
|
13.4K
$3.36M
|
|
|
May 07, 2024
Q1 2024
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-1.08K- 2.44% |
$199K - $222K
|
43K
$10.7M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.09K- 1.4% |
$201K - $224K
|
76.7K
$19.2M
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.09K- 30.02% |
$201K - $224K
|
2.54K
$634K
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.09K- 1.02% |
$201K - $224K
|
105K
$26.4M
|
|
|
May 15, 2024
Q1 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-1.09K- 23.86% |
$201K - $224K
|
3.48K
$870K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.1K- 16.21% |
$202K - $226K
|
5.67K
$1.42M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.12K- 41.1% |
$207K - $230K
|
1.61K
$401K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.15K- 18.75% |
$212K - $236K
|
4.98K
$1.24M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.16K- 1.78% |
$213K - $238K
|
63.6K
$15.9M
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-1.18K- 33.3% |
$217K - $242K
|
2.36K
$589K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.18K- 3.11% |
$218K - $243K
|
36.9K
$9.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.19K- 16.57% |
$219K - $244K
|
5.97K
$1.49M
|
|
|
May 13, 2024
Q1 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 7.45% |
$219K - $244K
|
14.8K
$3.69M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.19K- 5.08% |
$220K - $245K
|
22.3K
$5.57M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.2K- 18.86% |
$221K - $247K
|
5.16K
$1.29M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.2K- 9.47% |
$222K - $247K
|
11.5K
$2.87M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.21K- 52.29% |
$224K - $249K
|
1.11K
$276K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.23K- 8.75% |
$227K - $253K
|
12.8K
$3.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.24K- 1.23% |
$228K - $254K
|
99.1K
$24.8M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.24K- 25.35% |
$228K - $255K
|
3.65K
$911K
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.31K- 30.92% |
$241K - $269K
|
2.92K
$729K
|