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 |
---|---|---|---|---|---|---|---|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
2.82K+ 42.34% |
$520K - $580K
|
9.47K
$2.37M
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
2.8KNew |
$516K - $576K
|
2.8K
$700K
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.77K+ 26.09% |
$511K - $570K
|
13.4K
$3.35M
|
|
May 15, 2024
Q1 2024
|
Discovery Capital Management, LLC
South Norwalk, CT |
BUY
|
- |
2.72KNew |
$502K - $560K
|
2.72K
$681K
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.66K+ 19.78% |
$491K - $547K
|
16.1K
$4.03M
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
2.63K+ 6.18% |
$485K - $541K
|
45.2K
$11.3M
|
|
May 08, 2024
Q1 2024
|
Abrdn PLC
|
BUY
|
- |
2.63K+ 34.14% |
$485K - $541K
|
10.3K
$2.58M
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.61KNew |
$482K - $537K
|
2.61K
$652K
|
|
Apr 23, 2024
Q1 2024
|
Muhlenkamp & CO Inc
|
BUY
|
- |
2.52K+ 13.19% |
$465K - $519K
|
21.6K
$5.41M
|
|
May 09, 2024
Q1 2024
|
Gruss & Co., LLC
|
BUY
|
- |
2.5K+ 50.0% |
$461K - $514K
|
7.5K
$1.87M
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.49K+ 63.47% |
$460K - $513K
|
6.42K
$1.6M
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
2.4K+ 100.33% |
$442K - $494K
|
4.79K
$1.2M
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
2.38K+ 2.98% |
$439K - $490K
|
82.1K
$20.5M
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.38K+ 3.48% |
$439K - $490K
|
70.8K
$17.7M
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
2.37K+ 3.39% |
$436K - $487K
|
72.2K
$18M
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.36K+ 11.8% |
$436K - $486K
|
22.4K
$5.59M
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
2.34K+ 38.86% |
$432K - $482K
|
8.37K
$2.09M
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
2.3K+ 68.7% |
$424K - $473K
|
5.64K
$1.41M
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
2.29K+ 95.34% |
$422K - $471K
|
4.69K
$1.17M
|
|
May 13, 2024
Q1 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
2.28K+ 12.93% |
$420K - $469K
|
19.9K
$4.98M
|
|
May 07, 2024
Q1 2024
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
2.27K+ 25.47% |
$419K - $467K
|
11.2K
$2.8M
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
2.27KNew |
$419K - $467K
|
2.27K
$567K
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.26K+ 0.76% |
$417K - $465K
|
299K
$74.8M
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
2.25KNew |
$414K - $462K
|
2.25K
$561K
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
2.23K+ 3.57% |
$411K - $458K
|
64.6K
$16.2M
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.2KNew |
$406K - $453K
|
2.2K
$551K
|
|
Aug 13, 2024
Q1 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
2.2K+ 12.6% |
$406K - $453K
|
19.7K
$4.91M
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
2.16K+ 8.86% |
$398K - $444K
|
26.5K
$6.63M
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.15K+ 2.69% |
$397K - $443K
|
82.1K
$20.5M
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
BUY
|
- |
2.13K+ 4.3% |
$392K - $438K
|
51.6K
$12.9M
|
|
Apr 19, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
2.12KNew |
$391K - $436K
|
2.12K
$530K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.12K+ 4.11% |
$390K - $435K
|
53.6K
$13.4M
|
|
Apr 23, 2024
Q1 2024
|
Carderock Capital Management Inc
|
BUY
|
- |
2.1KNew |
$387K - $432K
|
2.1K
$525K
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.07K+ 1.85% |
$382K - $427K
|
114K
$28.5M
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
2.05KNew |
$379K - $423K
|
2.05K
$513K
|
|
May 10, 2024
Q1 2024
|
Scp Investment, LP
|
BUY
|
- |
2KNew |
$369K - $411K
|
2K
$500K
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.98KNew |
$365K - $407K
|
1.98K
$495K
|
|
Apr 24, 2024
Q1 2024
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
1.94K+ 6.48% |
$357K - $398K
|
31.8K
$7.95M
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.94KNew |
$357K - $398K
|
1.94K
$484K
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.94K+ 5.68% |
$357K - $398K
|
36K
$8.99M
|
|
May 01, 2024
Q1 2024
|
Esg Planning
Santa Clara, CA |
BUY
|
- |
1.93K+ 152.54% |
$355K - $396K
|
3.19K
$796K
|
|
May 08, 2024
Q1 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
1.92KNew |
$355K - $396K
|
1.92K
$481K
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.92KNew |
$354K - $394K
|
1.92K
$479K
|
|
May 15, 2024
Q1 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
1.91KNew |
$353K - $394K
|
1.91K
$478K
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
1.9K+ 2.77% |
$351K - $391K
|
70.5K
$17.6M
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
1.88KNew |
$346K - $386K
|
1.88K
$468K
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.85KNew |
$340K - $380K
|
1.85K
$461K
|
|
May 14, 2024
Q1 2024
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
1.81K+ 9.0% |
$334K - $373K
|
21.9K
$5.48M
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.8K+ 150.0% |
$332K - $370K
|
3K
$750K
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1.78K+ 5.71% |
$328K - $366K
|
33K
$8.24M
|