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 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.1K- 16.21% |
$202K - $226K
|
5.67K
$1.72M
|
|
|
May 07, 2024
Q1 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1.12K- 41.1% |
$207K - $230K
|
1.61K
$488K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-1.15K- 18.75% |
$212K - $236K
|
4.98K
$1.51M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.16K- 1.78% |
$213K - $238K
|
63.6K
$19.3M
|
|
|
May 09, 2024
Q1 2024
|
J.Safra Asset Management Corp
|
SELL
|
- |
-1.18K- 33.3% |
$217K - $242K
|
2.36K
$716K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.18K- 3.11% |
$218K - $243K
|
36.9K
$11.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.19K- 16.57% |
$219K - $244K
|
5.97K
$1.81M
|
|
|
May 13, 2024
Q1 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-1.19K- 7.45% |
$219K - $244K
|
14.8K
$4.48M
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-1.19K- 5.08% |
$220K - $245K
|
22.3K
$6.77M
|
|
|
May 01, 2024
Q1 2024
|
James Investment Research Inc
|
SELL
|
- |
-1.2K- 18.86% |
$221K - $247K
|
5.16K
$1.57M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.2K- 9.47% |
$222K - $247K
|
11.5K
$3.49M
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-1.21K- 52.29% |
$224K - $249K
|
1.11K
$336K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.23K- 8.75% |
$227K - $253K
|
12.8K
$3.89M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.24K- 1.23% |
$228K - $254K
|
99.1K
$30.1M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-1.24K- 25.35% |
$228K - $255K
|
3.65K
$1.11M
|
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.31K- 30.92% |
$241K - $269K
|
2.92K
$887K
|
|
|
May 14, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-1.31K- 6.36% |
$241K - $269K
|
19.2K
$5.85M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-1.31K- 51.21% |
$241K - $269K
|
1.25K
$379K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.32K- 14.37% |
$243K - $271K
|
7.84K
$2.38M
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.33K- 51.13% |
$246K - $274K
|
1.28K
$387K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.34K- 78.32% |
$248K - $276K
|
372
$113K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-1.4K- 57.85% |
$257K - $287K
|
1.02K
$309K
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-1.42K- 50.02% |
$262K - $293K
|
1.42K
$432K
|
|
|
Apr 29, 2024
Q1 2024
|
Sierra Capital LLC
|
SELL
|
- |
-1.45K- 22.83% |
$267K - $298K
|
4.9K
$1.49M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.5K- 30.83% |
$277K - $309K
|
3.38K
$1.03M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-1.51K- 3.47% |
$279K - $311K
|
42K
$12.8M
|
|
|
May 13, 2024
Q1 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-1.51K- 7.9% |
$279K - $311K
|
17.6K
$5.36M
|
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1.54K- 11.25% |
$285K - $318K
|
12.2K
$3.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
SELL
|
- |
-1.56K- 8.16% |
$287K - $320K
|
17.5K
$5.32M
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1.56K- 2.55% |
$287K - $321K
|
59.4K
$18.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.56K- 84.88% |
$288K - $321K
|
278
$84.5K
|
|
|
May 21, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
SELL
|
- |
-1.58K- 97.52% |
$290K - $324K
|
40
$12.2K
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
SELL
|
- |
-1.6K- 0.87% |
$295K - $329K
|
182K
$55.4M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.61K- 11.16% |
$297K - $331K
|
12.8K
$3.89M
|
|
|
Apr 16, 2024
Q1 2024
|
Hodges Capital Management Inc.
|
SELL
|
- |
-1.65K- 16.39% |
$304K - $339K
|
8.42K
$2.56M
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.66K- 4.87% |
$307K - $342K
|
32.4K
$9.86M
|
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.72K- 18.81% |
$317K - $354K
|
7.43K
$2.26M
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
SELL
|
- |
-1.74K- 48.57% |
$320K - $357K
|
1.84K
$559K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.75K- 23.97% |
$323K - $360K
|
5.55K
$1.69M
|
|
|
May 14, 2024
Q1 2024
|
Game Creek Capital, LP
Boston, MA |
SELL
|
- |
-1.75K- 11.48% |
$323K - $360K
|
13.5K
$4.1M
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-1.76K- 50.0% |
$324K - $361K
|
1.76K
$533K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-1.79K- 10.95% |
$330K - $368K
|
14.5K
$4.42M
|
|
|
Apr 12, 2024
Q1 2024
|
Sarasin & Partners LLP
|
SELL
|
- |
-1.8K- 2.31% |
$331K - $369K
|
75.9K
$23M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.8K- 7.18% |
$332K - $371K
|
23.3K
$7.07M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-1.81K- 4.36% |
$333K - $371K
|
39.6K
$12M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-1.81K- 21.96% |
$335K - $373K
|
6.45K
$1.96M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.82K- 34.38% |
$336K - $375K
|
3.48K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-1.82K- 28.7% |
$336K - $375K
|
4.53K
$1.38M
|
|
|
Jun 24, 2024
Q1 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.84K- 64.13% |
$339K - $378K
|
1.03K
$312K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.86K- 2.28% |
$343K - $383K
|
79.8K
$24.2M
|