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
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.22K+ 44.37% |
$224K - $250K
|
3.96K
$969K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
1.2KNew |
$221K - $247K
|
1.2K
$294K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.2K+ 7.34% |
$221K - $247K
|
17.5K
$4.29M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.2K+ 6.72% |
$221K - $246K
|
19K
$4.65M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.19K+ 1.59% |
$219K - $244K
|
75.9K
$18.6M
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
BUY
|
- |
1.17KNew |
$216K - $241K
|
1.17K
$286K
|
|
|
Apr 22, 2024
Q1 2024
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
1.16KNew |
$214K - $239K
|
1.16K
$284K
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
1.16KNew |
$214K - $239K
|
1.16K
$284K
|
|
|
Apr 30, 2024
Q1 2024
|
Highlander Partners, L.P.
|
BUY
|
- |
1.16KNew |
$214K - $239K
|
1.16K
$284K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.16K+ 99.4% |
$214K - $238K
|
2.32K
$568K
|
|
|
May 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
1.15KNew |
$212K - $237K
|
1.15K
$281K
|
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
1.14KNew |
$210K - $234K
|
1.14K
$279K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.13K+ 67.18% |
$208K - $232K
|
2.81K
$688K
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.13K+ 1.82% |
$208K - $232K
|
63.2K
$15.5M
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1.13KNew |
$207K - $231K
|
1.13K
$275K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.12KNew |
$207K - $231K
|
1.12K
$274K
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
1.12K+ 3.3% |
$207K - $230K
|
35K
$8.57M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.12K+ 3.66% |
$206K - $230K
|
31.7K
$7.76M
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.11K+ 29.84% |
$205K - $229K
|
4.85K
$1.19M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.11KNew |
$205K - $229K
|
1.11K
$272K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.1K+ 26.88% |
$203K - $227K
|
5.21K
$1.27M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.1K+ 25.9% |
$203K - $226K
|
5.35K
$1.31M
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.09KNew |
$202K - $225K
|
1.09K
$267K
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
1.09KNew |
$201K - $224K
|
1.09K
$267K
|
|
|
May 13, 2024
Q1 2024
|
Fortis Advisors, LLC
King Of Prussia, PA |
BUY
|
- |
1.09K+ 38.09% |
$200K - $223K
|
3.94K
$963K
|
|
|
May 01, 2024
Q1 2024
|
Redw Wealth LLC
|
BUY
|
- |
1.08KNew |
$200K - $223K
|
1.08K
$265K
|
|
|
Sep 11, 2024
Q1 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
1.08KNew |
$199K - $222K
|
1.08K
$264K
|
|
|
Apr 17, 2024
Q1 2024
|
Northstar Group, Inc.
|
BUY
|
- |
1.06KNew |
$196K - $219K
|
1.06K
$260K
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
1.06KNew |
$196K - $219K
|
1.06K
$260K
|
|
|
May 09, 2024
Q1 2024
|
Goodman Financial Corp
Houston, TX |
BUY
|
- |
1.06KNew |
$196K - $218K
|
1.06K
$260K
|
|
|
May 07, 2024
Q1 2024
|
Addison Capital CO
|
BUY
|
- |
1.06K+ 16.39% |
$195K - $218K
|
7.51K
$1.84M
|
|
|
May 10, 2024
Q1 2024
|
Brogan Financial, Inc.
Knoxville, TN |
BUY
|
- |
1.05K+ 3.65% |
$194K - $217K
|
29.9K
$7.32M
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.05KNew |
$194K - $216K
|
1.05K
$257K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
1.05K+ 2.16% |
$194K - $216K
|
49.8K
$12.2M
|
|
|
May 07, 2024
Q1 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.05K+ 488.37% |
$194K - $216K
|
1.27K
$309K
|
|
|
May 10, 2024
Q1 2024
|
Harvey Capital Management Inc
|
BUY
|
- |
1.05KNew |
$194K - $216K
|
1.05K
$257K
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
1.05KNew |
$193K - $216K
|
1.05K
$256K
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.05KNew |
$193K - $215K
|
1.05K
$256K
|
|
|
May 09, 2024
Q1 2024
|
Searle & Co.
|
BUY
|
- |
1.05KNew |
$193K - $215K
|
1.05K
$256K
|
|
|
Apr 18, 2024
Q1 2024
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
1.05KNew |
$193K - $215K
|
1.05K
$256K
|
|
|
May 01, 2024
Q1 2024
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1.04K+ 28.35% |
$191K - $213K
|
4.69K
$1.15M
|
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
1.03KNew |
$190K - $212K
|
1.03K
$252K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
1.03K+ 1.54% |
$189K - $211K
|
67.5K
$16.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
1.02KNew |
$187K - $209K
|
1.02K
$248K
|
|
|
May 02, 2024
Q1 2024
|
Smart Money Group LLC
|
BUY
|
- |
1.02K+ 7.4% |
$187K - $209K
|
14.7K
$3.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
1.01KNew |
$187K - $208K
|
1.01K
$248K
|
|
|
Apr 22, 2024
Q1 2024
|
Carmel Capital Management L.L.C.
|
BUY
|
- |
1.01KNew |
$185K - $207K
|
1.01K
$246K
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1KNew |
$185K - $207K
|
1K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1KNew |
$185K - $206K
|
1K
$245K
|
|
|
Apr 10, 2024
Q1 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
1KNew |
$184K - $206K
|
1K
$245K
|