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 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
15+ 4.95% |
$2.66K - $2.86K
|
318
$77.4K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
15+ 1.01% |
$2.66K - $2.86K
|
1.5K
$365K
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
14+ 0.1% |
$2.48K - $2.67K
|
14K
$3.42M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
14+ 0.33% |
$2.48K - $2.67K
|
4.22K
$1.03M
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
12+ 36.36% |
$2.13K - $2.29K
|
45
$11K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
12+ 0.99% |
$2.13K - $2.29K
|
1.22K
$297K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
11+ 1.0% |
$1.95K - $2.09K
|
1.11K
$270K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
11+ 0.53% |
$1.95K - $2.09K
|
2.07K
$505K
|
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
BUY
|
- |
10+ 0.04% |
$1.77K - $1.9K
|
24.2K
$5.89M
|
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
9+ 0.25% |
$1.59K - $1.71K
|
3.68K
$896K
|
|
|
Jul 13, 2023
Q2 2023
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
9+ 9.18% |
$1.59K - $1.71K
|
107
$26.1K
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
9+ 0.48% |
$1.59K - $1.71K
|
1.9K
$463K
|
|
|
Jul 20, 2023
Q2 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
7+ 0.13% |
$1.24K - $1.33K
|
5.4K
$1.32M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
BUY
|
- |
7+ 0.19% |
$1.24K - $1.33K
|
3.78K
$920K
|
|
|
Aug 11, 2023
Q2 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
7+ 0.53% |
$1.24K - $1.33K
|
1.34K
$325K
|
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
BUY
|
- |
6+ 0.21% |
$1.06K - $1.14K
|
2.81K
$685K
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
6+ 0.2% |
$1.06K - $1.14K
|
3.01K
$733K
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
5+ 0.23% |
$885 - $952
|
2.2K
$535K
|
|
|
Jul 24, 2023
Q2 2023
|
Augustine Asset Management Inc
|
BUY
|
- |
5+ 0.05% |
$885 - $952
|
10.2K
$2.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
4+ 0.24% |
$708 - $762
|
1.7K
$414K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
4+ 0.03% |
$708 - $762
|
12.7K
$3.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
2+ 0.07% |
$354 - $381
|
2.86K
$697K
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2+ 0.07% |
$354 - $381
|
2.88K
$701K
|
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1+ 0.04% |
$177 - $190
|
2.78K
$676K
|
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-1- 0.17% |
$177 - $190
|
593
$144K
|
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
SELL
|
- |
-1- 0.01% |
$177 - $190
|
9.71K
$2.36M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1- 0.04% |
$177 - $190
|
2.31K
$563K
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-1- 0.02% |
$177 - $190
|
5.02K
$1.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1- 0.06% |
$177 - $190
|
1.72K
$419K
|
|
|
Jul 24, 2023
Q2 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-2- 0.1% |
$354 - $381
|
1.95K
$474K
|
|
|
Jul 26, 2023
Q2 2023
|
Diversified, LLC
|
SELL
|
- |
-2- 0.06% |
$354 - $381
|
3.31K
$806K
|
|
|
Aug 10, 2023
Q2 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2- 25.0% |
$354 - $381
|
6
$1.46K
|
|
|
Aug 14, 2023
Q2 2023
|
Corsair Capital Management, L.P.
New York, NY |
SELL
|
- |
-2- 0.05% |
$354 - $381
|
3.72K
$905K
|
|
|
Aug 04, 2023
Q2 2023
|
Terril Brothers, Inc.
|
SELL
|
- |
-3- 0.1% |
$531 - $571
|
2.88K
$700K
|
|
|
Jul 20, 2023
Q2 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-4- 0.93% |
$708 - $762
|
425
$103K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-4- 0.08% |
$708 - $762
|
4.81K
$1.17M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-4- 0.37% |
$708 - $762
|
1.08K
$262K
|
|
|
Jul 21, 2023
Q2 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-5- 0.08% |
$885 - $952
|
6.29K
$1.53M
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-5- 0.1% |
$885 - $952
|
5.07K
$1.23M
|
|
|
Aug 02, 2023
Q2 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-5- 0.08% |
$885 - $952
|
6.42K
$1.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-5- 0.4% |
$885 - $952
|
1.26K
$306K
|
|
|
Aug 14, 2023
Q2 2023
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-6- 75.0% |
$1.06K - $1.14K
|
2
$487
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
SELL
|
- |
-7- 0.08% |
$1.24K - $1.33K
|
8.89K
$2.17M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-7- 0.08% |
$1.24K - $1.33K
|
9.23K
$2.25M
|
|
|
Aug 02, 2023
Q2 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-7- 0.25% |
$1.24K - $1.33K
|
2.84K
$690K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-7- 0.21% |
$1.24K - $1.33K
|
3.37K
$819K
|
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-8- 0.64% |
$1.42K - $1.52K
|
1.23K
$300K
|
|
|
Aug 11, 2023
Q2 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-8- 0.24% |
$1.42K - $1.52K
|
3.27K
$797K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-8- 5.76% |
$1.42K - $1.52K
|
131
$31.9K
|
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-9- 8.65% |
$1.59K - $1.71K
|
95
$23.1K
|