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 17, 2023
Q2 2023
|
Refined Wealth Management
|
SELL
|
- |
-82- 0.24% |
$14.5K - $15.6K
|
34K
$8.28M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-83- 3.55% |
$14.7K - $15.8K
|
2.26K
$550K
|
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-85- 3.68% |
$15.1K - $16.2K
|
2.22K
$541K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-88- 40.93% |
$15.6K - $16.8K
|
127
$30.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-88- 4.83% |
$15.6K - $16.8K
|
1.73K
$422K
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-89- 1.97% |
$15.8K - $16.9K
|
4.44K
$1.08M
|
|
|
Jul 21, 2023
Q2 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-90- 5.99% |
$15.9K - $17.1K
|
1.41K
$344K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-91Closed |
$16.1K - $17.3K
|
0
$0
|
|
|
Aug 11, 2023
Q2 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
SELL
|
- |
-92- 3.35% |
$16.3K - $17.5K
|
2.66K
$646K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-93- 43.06% |
$16.5K - $17.7K
|
123
$29.9K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-95- 90.48% |
$16.8K - $18.1K
|
10
$2.43K
|
|
|
Jul 11, 2023
Q2 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-95- 1.03% |
$16.8K - $18.1K
|
9.15K
$2.23M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-95- 0.99% |
$16.8K - $18.1K
|
9.53K
$2.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-98- 0.87% |
$17.4K - $18.7K
|
11.2K
$2.71M
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-100- 5.12% |
$17.7K - $19K
|
1.86K
$452K
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-100- 3.84% |
$17.7K - $19K
|
2.51K
$610K
|
|
|
Jul 21, 2023
Q2 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-100- 1.15% |
$17.7K - $19K
|
8.63K
$2.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-100- 2.31% |
$17.7K - $19K
|
4.22K
$1.03M
|
|
|
Aug 03, 2023
Q2 2023
|
Gouws Capital LLC
|
SELL
|
- |
-100- 0.94% |
$17.7K - $19K
|
10.5K
$2.56M
|
|
|
Aug 03, 2023
Q2 2023
|
Primoris Wealth Advisors, LLC
|
SELL
|
- |
-100- 0.72% |
$17.7K - $19K
|
13.8K
$3.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-100- 0.3% |
$17.7K - $19K
|
32.9K
$8.01M
|
|
|
Aug 11, 2023
Q2 2023
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-100- 7.89% |
$17.7K - $19K
|
1.17K
$284K
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-101- 5.63% |
$17.9K - $19.2K
|
1.69K
$412K
|
|
|
Aug 14, 2023
Q2 2023
|
Hollow Brook Wealth Management LLC
|
SELL
|
- |
-101- 0.54% |
$17.9K - $19.2K
|
18.6K
$4.52M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-104- 7.88% |
$18.4K - $19.8K
|
1.22K
$296K
|
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-106- 0.22% |
$18.8K - $20.2K
|
48.4K
$11.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-108- 1.77% |
$19.1K - $20.6K
|
5.99K
$1.46M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-109- 1.94% |
$19.3K - $20.8K
|
5.52K
$1.34M
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-109- 0.3% |
$19.3K - $20.8K
|
36K
$8.77M
|
|
|
Jul 17, 2023
Q2 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-110- 4.22% |
$19.5K - $20.9K
|
2.5K
$608K
|
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-110- 6.46% |
$19.5K - $20.9K
|
1.59K
$388K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-111- 11.55% |
$19.7K - $21.1K
|
850
$207K
|
|
|
Jul 21, 2023
Q2 2023
|
Purus Wealth Management, LLC
|
SELL
|
- |
-111- 7.83% |
$19.7K - $21.1K
|
1.31K
$318K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-112- 0.29% |
$19.8K - $21.3K
|
38.1K
$9.28M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-114- 2.76% |
$20.2K - $21.7K
|
4.01K
$977K
|
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-115- 0.15% |
$20.4K - $21.9K
|
75.4K
$18.4M
|
|
|
Aug 15, 2023
Q2 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-115- 2.97% |
$20.4K - $21.9K
|
3.76K
$916K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-118- 0.5% |
$20.9K - $22.5K
|
23.3K
$5.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-120- 1.88% |
$21.3K - $22.9K
|
6.26K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-121- 0.6% |
$21.4K - $23K
|
20.1K
$4.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-122- 3.23% |
$21.6K - $23.2K
|
3.65K
$890K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-124- 5.44% |
$22K - $23.6K
|
2.16K
$525K
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
SELL
|
- |
-125- 3.12% |
$22.1K - $23.8K
|
3.88K
$945K
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-125- 2.06% |
$22.1K - $23.8K
|
5.96K
$1.45M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-125- 68.68% |
$22.1K - $23.8K
|
57
$13.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-135- 36.0% |
$23.9K - $25.7K
|
240
$58.4K
|
|
|
Jul 17, 2023
Q2 2023
|
Claybrook Capital, LLC
|
SELL
|
- |
-135- 1.36% |
$23.9K - $25.7K
|
9.81K
$2.39M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-135- 2.07% |
$23.9K - $25.7K
|
6.4K
$1.56M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-136- 4.27% |
$24.1K - $25.9K
|
3.05K
$742K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-136- 1.22% |
$24.1K - $25.9K
|
11.1K
$2.69M
|