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 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-2.27K- 2.58% |
$418K - $467K
|
85.8K
$21.4M
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.3K- 45.35% |
$424K - $473K
|
2.77K
$693K
|
|
May 14, 2024
Q1 2024
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-2.3K- 31.08% |
$424K - $473K
|
5.1K
$1.27M
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-2.31K- 70.16% |
$425K - $474K
|
981
$245K
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-2.34K- 9.35% |
$432K - $482K
|
22.7K
$5.67M
|
|
Apr 17, 2024
Q1 2024
|
Stewardship Advisors, LLC
|
SELL
|
- |
-2.37K- 55.12% |
$437K - $487K
|
1.93K
$481K
|
|
May 03, 2024
Q1 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-2.41K- 4.15% |
$445K - $497K
|
55.7K
$13.9M
|
|
Apr 30, 2024
Q1 2024
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-2.42K- 4.66% |
$446K - $498K
|
49.5K
$12.4M
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-2.42K- 36.43% |
$447K - $498K
|
4.23K
$1.06M
|
|
May 15, 2024
Q1 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.43K- 15.77% |
$449K - $501K
|
13K
$3.25M
|
|
May 13, 2024
Q1 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-2.44K- 6.68% |
$450K - $502K
|
34.1K
$8.52M
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-2.45K- 1.25% |
$453K - $505K
|
193K
$48.3M
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-2.5K- 39.06% |
$461K - $514K
|
3.9K
$974K
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.51K- 0.84% |
$463K - $516K
|
295K
$73.8M
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-2.51K- 18.97% |
$463K - $516K
|
10.7K
$2.68M
|
|
Apr 15, 2024
Q1 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-2.54K- 10.42% |
$468K - $522K
|
21.8K
$5.45M
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-2.55K- 7.83% |
$470K - $525K
|
30K
$7.5M
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.61K- 2.34% |
$482K - $538K
|
109K
$27.2M
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.69K- 18.01% |
$497K - $554K
|
12.3K
$3.06M
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-2.75K- 16.68% |
$507K - $565K
|
13.7K
$3.43M
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.76K- 4.05% |
$509K - $568K
|
65.5K
$16.4M
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.8K- 26.48% |
$517K - $576K
|
7.78K
$1.94M
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
SELL
|
- |
-2.86K- 1.17% |
$527K - $587K
|
241K
$60.3M
|
|
May 07, 2024
Q1 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-2.86K- 37.36% |
$528K - $589K
|
4.8K
$1.2M
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-2.93K- 10.72% |
$541K - $603K
|
24.4K
$6.1M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.95K- 2.17% |
$545K - $608K
|
133K
$33.2M
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-3K- 26.03% |
$553K - $617K
|
8.53K
$2.13M
|
|
May 13, 2024
Q1 2024
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3K- 23.73% |
$553K - $617K
|
9.64K
$2.41M
|
|
May 08, 2024
Q1 2024
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-3.08K- 2.23% |
$568K - $634K
|
135K
$33.7M
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.09K- 19.52% |
$570K - $636K
|
12.8K
$3.19M
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-3.1K- 2.21% |
$572K - $638K
|
137K
$34.3M
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-3.17K- 9.28% |
$584K - $652K
|
31K
$7.74M
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-3.24K- 0.85% |
$598K - $667K
|
377K
$94.1M
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-3.32K- 1.8% |
$613K - $683K
|
182K
$45.4M
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-3.42K- 1.94% |
$630K - $703K
|
172K
$43M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-3.42K- 4.25% |
$631K - $704K
|
77.1K
$19.3M
|
|
Apr 17, 2024
Q1 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-3.44K- 27.98% |
$635K - $708K
|
8.86K
$2.21M
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-3.49K- 14.66% |
$644K - $719K
|
20.3K
$5.08M
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.52K- 11.73% |
$650K - $725K
|
26.5K
$6.62M
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3.59K- 10.57% |
$663K - $739K
|
30.4K
$7.59M
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-3.6K- 51.66% |
$663K - $740K
|
3.36K
$840K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
SELL
|
- |
-3.69K- 17.33% |
$680K - $758K
|
17.6K
$4.39M
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-3.7K- 13.19% |
$682K - $761K
|
24.4K
$6.09M
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-3.72K- 3.34% |
$687K - $766K
|
108K
$26.9M
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-3.74K- 15.38% |
$689K - $769K
|
20.6K
$5.14M
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
SELL
|
- |
-3.76K- 15.71% |
$693K - $773K
|
20.2K
$5.04M
|
|
Apr 25, 2024
Q1 2024
|
Bcm Advisors, LLC
|
SELL
|
- |
-3.79K- 1.51% |
$700K - $781K
|
248K
$62M
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-3.8K- 9.98% |
$701K - $782K
|
34.3K
$8.56M
|
|
Apr 29, 2024
Q1 2024
|
Independent Family Office, LLC
|
SELL
|
- |
-4K- 10.43% |
$738K - $823K
|
34.4K
$8.58M
|
|
May 15, 2024
Q1 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-4K- 14.45% |
$738K - $823K
|
23.7K
$5.91M
|