Purchases and Sales Made in Q2 2023 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q2 2023. 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 |
---|---|---|---|---|---|---|---|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
855+ 4.0% |
$151K - $163K
|
22.2K
$5.55M
|
|
Jul 21, 2023
Q2 2023
|
Farmers Trust CO
|
BUY
|
- |
853+ 12.15% |
$151K - $162K
|
7.87K
$1.97M
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
850+ 438.14% |
$151K - $162K
|
1.04K
$261K
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
850+ 44.0% |
$151K - $162K
|
2.78K
$695K
|
|
Jul 10, 2023
Q2 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
849+ 47.7% |
$150K - $162K
|
2.63K
$657K
|
|
Aug 10, 2023
Q2 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
849+ 47.17% |
$150K - $162K
|
2.65K
$662K
|
|
Aug 14, 2023
Q2 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
841+ 0.92% |
$149K - $160K
|
92.2K
$23M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
810New |
$143K - $154K
|
810
$202K
|
|
Jul 24, 2023
Q2 2023
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
809+ 38.49% |
$143K - $154K
|
2.91K
$727K
|
|
Aug 09, 2023
Q2 2023
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
805New |
$143K - $153K
|
805
$201K
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
803+ 6.68% |
$142K - $153K
|
12.8K
$3.2M
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
800+ 41.56% |
$142K - $152K
|
2.73K
$681K
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
792+ 17.25% |
$140K - $151K
|
5.38K
$1.34M
|
|
Jul 13, 2023
Q2 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
776+ 25.34% |
$137K - $148K
|
3.84K
$959K
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
751+ 116.8% |
$133K - $143K
|
1.39K
$348K
|
|
Aug 08, 2023
Q2 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
750+ 13.35% |
$133K - $143K
|
6.37K
$1.59M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
745New |
$132K - $142K
|
745
$186K
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
745+ 42.91% |
$132K - $142K
|
2.48K
$620K
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
740+ 22.3% |
$131K - $141K
|
4.06K
$1.01M
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
740+ 22.3% |
$131K - $141K
|
4.06K
$1.01M
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
730+ 25.28% |
$129K - $139K
|
3.62K
$904K
|
|
Aug 03, 2023
Q2 2023
|
Crane Advisory, LLC
Fullerton, CA |
BUY
|
- |
728+ 66.73% |
$129K - $139K
|
1.82K
$454K
|
|
Jul 26, 2023
Q2 2023
|
Keene & Associates, Inc.
|
BUY
|
- |
725+ 16.44% |
$128K - $138K
|
5.14K
$1.28M
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
725+ 2.15% |
$128K - $138K
|
34.4K
$8.59M
|
|
Aug 03, 2023
Q2 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
721+ 0.97% |
$128K - $137K
|
74.8K
$18.7M
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
709+ 6.49% |
$126K - $135K
|
11.6K
$2.91M
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
690+ 4.83% |
$122K - $131K
|
15K
$3.74M
|
|
Aug 15, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
688+ 24.03% |
$122K - $131K
|
3.55K
$887K
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
685+ 49.78% |
$121K - $130K
|
2.06K
$515K
|
|
Jul 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
684+ 41.58% |
$121K - $130K
|
2.33K
$582K
|
|
Jul 20, 2023
Q2 2023
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
670+ 32.2% |
$119K - $128K
|
2.75K
$687K
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
666+ 8.86% |
$118K - $127K
|
8.18K
$2.04M
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
653+ 1.65% |
$116K - $124K
|
40.3K
$10.1M
|
|
Aug 04, 2023
Q2 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
646+ 7.53% |
$114K - $123K
|
9.22K
$2.3M
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
638New |
$113K - $122K
|
638
$159K
|
|
Jul 26, 2023
Q2 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
637+ 36.09% |
$113K - $121K
|
2.4K
$600K
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
630+ 13.92% |
$112K - $120K
|
5.16K
$1.29M
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
630+ 56.3% |
$112K - $120K
|
1.75K
$437K
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
628+ 18.66% |
$111K - $120K
|
3.99K
$998K
|
|
Jul 10, 2023
Q2 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
619+ 6.16% |
$110K - $118K
|
10.7K
$2.67M
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
618+ 35.93% |
$109K - $118K
|
2.34K
$584K
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
610+ 13.75% |
$108K - $116K
|
5.05K
$1.26M
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
609+ 3.81% |
$108K - $116K
|
16.6K
$4.14M
|
|
Jul 24, 2023
Q2 2023
|
Rye Brook Capital LLC
|
BUY
|
- |
600+ 2.16% |
$106K - $114K
|
28.4K
$7.1M
|
|
Jul 24, 2023
Q2 2023
|
Benin Management Corp
|
BUY
|
- |
600+ 9.39% |
$106K - $114K
|
6.99K
$1.75M
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
589+ 11.94% |
$104K - $112K
|
5.52K
$1.38M
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
BUY
|
- |
582+ 1.29% |
$103K - $111K
|
45.9K
$11.5M
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
573+ 28.65% |
$101K - $109K
|
2.57K
$643K
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
566+ 7.69% |
$100K - $108K
|
7.92K
$1.98M
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
566+ 40.46% |
$100K - $108K
|
1.97K
$491K
|