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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2023
Q2 2023
|
Slocum, Gordon & CO LLP
Newport, RI |
BUY
|
- |
566New |
$100K - $108K
|
566
$141K
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
563+ 20.77% |
$99.7K - $107K
|
3.27K
$818K
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
562+ 34.63% |
$99.5K - $107K
|
2.19K
$546K
|
|
|
Jul 24, 2023
Q2 2023
|
Mc Broom & Associates, LLC
|
BUY
|
- |
559+ 3.09% |
$99K - $106K
|
18.6K
$4.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
555New |
$98.3K - $106K
|
555
$139K
|
|
|
Aug 10, 2023
Q2 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
544+ 36.27% |
$96.3K - $104K
|
2.04K
$511K
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
543+ 6.33% |
$96.2K - $103K
|
9.12K
$2.28M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
540+ 44.67% |
$95.6K - $103K
|
1.75K
$437K
|
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
540+ 26.93% |
$95.6K - $103K
|
2.55K
$636K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
529+ 10.15% |
$93.7K - $101K
|
5.74K
$1.43M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
524+ 2.01% |
$92.8K - $99.8K
|
26.6K
$6.65M
|
|
|
Jul 18, 2023
Q2 2023
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
522+ 10.56% |
$92.4K - $99.4K
|
5.47K
$1.37M
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
520New |
$92.1K - $99K
|
520
$130K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
517+ 33.84% |
$91.6K - $98.5K
|
2.05K
$511K
|
|
|
Jul 13, 2023
Q2 2023
|
Innova Wealth Partners
|
BUY
|
- |
511+ 1.35% |
$90.5K - $97.3K
|
38.5K
$9.62M
|
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
500+ 31.25% |
$88.5K - $95.2K
|
2.1K
$525K
|
|
|
Aug 07, 2023
Q2 2023
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
500New |
$88.5K - $95.2K
|
500
$125K
|
|
|
Aug 01, 2023
Q2 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
485+ 3.08% |
$85.9K - $92.4K
|
16.3K
$4.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
485+ 1.67% |
$85.9K - $92.4K
|
29.5K
$7.37M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
480+ 20.96% |
$85K - $91.4K
|
2.77K
$692K
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
480+ 9.65% |
$85K - $91.4K
|
5.46K
$1.36M
|
|
|
Sep 01, 2023
Q2 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
480+ 4.38% |
$85K - $91.4K
|
11.4K
$2.86M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
478+ 10.58% |
$84.6K - $91K
|
5K
$1.25M
|
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
478+ 478.0% |
$84.6K - $91K
|
578
$144K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
476+ 120.81% |
$84.3K - $90.6K
|
870
$217K
|
|
|
Jul 07, 2023
Q2 2023
|
Cooper Financial Group
|
BUY
|
- |
472+ 32.24% |
$83.6K - $89.9K
|
1.94K
$484K
|
|
|
Jul 19, 2023
Q2 2023
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
467+ 1.86% |
$82.7K - $88.9K
|
25.6K
$6.39M
|
|
|
Jul 18, 2023
Q2 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
457+ 8.84% |
$80.9K - $87K
|
5.63K
$1.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
457+ 7.13% |
$80.9K - $87K
|
6.87K
$1.72M
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
456+ 5.29% |
$80.8K - $86.8K
|
9.07K
$2.27M
|
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
456+ 6.74% |
$80.8K - $86.8K
|
7.22K
$1.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
456+ 22.91% |
$80.8K - $86.8K
|
2.45K
$611K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
452+ 13.62% |
$80K - $86.1K
|
3.77K
$942K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
BUY
|
- |
450+ 12.8% |
$79.7K - $85.7K
|
3.97K
$991K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
450+ 33.38% |
$79.7K - $85.7K
|
1.8K
$449K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
450+ 450.0% |
$79.7K - $85.7K
|
550
$137K
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
447+ 4.89% |
$79.2K - $85.1K
|
9.59K
$2.39M
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
BUY
|
- |
445+ 261.76% |
$78.8K - $84.7K
|
615
$154K
|
|
|
Jul 31, 2023
Q2 2023
|
Estate Counselors, LLC
|
BUY
|
- |
440+ 5.23% |
$77.9K - $83.8K
|
8.85K
$2.21M
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
435+ 2.24% |
$77K - $82.8K
|
19.9K
$4.96M
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
BUY
|
- |
432+ 7.82% |
$76.5K - $82.3K
|
5.96K
$1.49M
|
|
|
Jul 24, 2023
Q2 2023
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
431+ 29.62% |
$76.3K - $82.1K
|
1.89K
$471K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
425+ 13.97% |
$75.3K - $80.9K
|
3.47K
$866K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
422New |
$74.7K - $80.4K
|
422
$105K
|
|
|
Jul 19, 2023
Q2 2023
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
421+ 15.29% |
$74.6K - $80.2K
|
3.17K
$793K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
421+ 3.66% |
$74.6K - $80.2K
|
11.9K
$2.98M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
419+ 1.82% |
$74.2K - $79.8K
|
23.5K
$5.87M
|
|
|
Jul 21, 2023
Q2 2023
|
E&G Advisors, LP
|
BUY
|
- |
410+ 2.27% |
$72.6K - $78.1K
|
18.4K
$4.61M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
408+ 19.62% |
$72.3K - $77.7K
|
2.49K
$622K
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
407+ 7.63% |
$72.1K - $77.5K
|
5.74K
$1.43M
|