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
|
Oppenheimer & Close, LLC
|
SELL
|
- |
-3.06K- 12.08% |
$542K - $583K
|
22.3K
$5.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3.12K- 96.92% |
$553K - $594K
|
99
$24.7K
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-3.25K- 10.39% |
$576K - $619K
|
28.1K
$7.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-3.28K- 2.03% |
$581K - $624K
|
158K
$39.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-3.32K- 49.15% |
$587K - $631K
|
3.43K
$857K
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-3.38K- 49.55% |
$598K - $643K
|
3.44K
$859K
|
|
|
Aug 09, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-3.42K- 97.19% |
$606K - $652K
|
99
$24.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.44K- 10.97% |
$610K - $656K
|
28K
$6.98M
|
|
|
Aug 03, 2023
Q2 2023
|
Cadence Wealth Management LLC
Westborough, MA |
SELL
|
- |
-3.52K- 3.63% |
$624K - $671K
|
93.5K
$23.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-3.56K- 28.1% |
$631K - $679K
|
9.12K
$2.28M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.66K- 14.87% |
$648K - $697K
|
21K
$5.23M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-3.75K- 28.07% |
$664K - $714K
|
9.61K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-3.75K- 53.77% |
$665K - $715K
|
3.23K
$806K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.82K- 3.22% |
$676K - $727K
|
115K
$28.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-3.96K- 30.43% |
$700K - $753K
|
9.04K
$2.26M
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.02K- 8.16% |
$712K - $765K
|
45.2K
$11.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-4.27K- 61.68% |
$756K - $813K
|
2.65K
$663K
|
|
|
Jul 19, 2023
Q2 2023
|
Northside Capital Management, LLC
|
SELL
|
- |
-4.31K- 65.03% |
$763K - $821K
|
2.32K
$579K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-4.38K- 1.62% |
$775K - $833K
|
266K
$66.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-4.43K- 7.17% |
$785K - $844K
|
57.3K
$14.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-4.44K- 5.4% |
$786K - $846K
|
77.7K
$19.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.44K- 1.81% |
$787K - $846K
|
241K
$60.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Sicart Associates LLC
|
SELL
|
- |
-4.56K- 3.09% |
$807K - $868K
|
143K
$35.7M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-4.58K- 57.72% |
$811K - $873K
|
3.36K
$838K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-4.78K- 9.95% |
$846K - $910K
|
43.2K
$10.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-4.98K- 1.1% |
$881K - $947K
|
448K
$112M
|
|
|
Aug 14, 2023
Q2 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-5.03K- 63.23% |
$890K - $958K
|
2.92K
$731K
|
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-5.05K- 9.22% |
$893K - $961K
|
49.7K
$12.4M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.08K- 12.83% |
$899K - $967K
|
34.5K
$8.62M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-5.1K- 34.0% |
$903K - $971K
|
9.9K
$2.47M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-5.15K- 2.88% |
$911K - $980K
|
174K
$43.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-5.17K- 5.05% |
$915K - $984K
|
97.3K
$24.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Zeit Capital LLC
|
SELL
|
- |
-5.3K- 19.0% |
$938K - $1.01M
|
22.6K
$5.64M
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-5.35K- 19.17% |
$947K - $1.02M
|
22.5K
$5.63M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-5.47K- 26.46% |
$968K - $1.04M
|
15.2K
$3.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.51K- 6.99% |
$975K - $1.05M
|
73.2K
$18.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-5.54K- 72.63% |
$981K - $1.06M
|
2.09K
$522K
|
|
|
Aug 07, 2023
Q2 2023
|
Pier 88 Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-5.6K- 26.02% |
$992K - $1.07M
|
15.9K
$3.98M
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
SELL
|
- |
-5.63K- 47.56% |
$997K - $1.07M
|
6.21K
$1.55M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-5.75K- 8.88% |
$1.02M - $1.09M
|
59K
$14.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-5.76K- 16.17% |
$1.02M - $1.1M
|
29.8K
$7.45M
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5.93K- 11.49% |
$1.05M - $1.13M
|
45.7K
$11.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.94K- 37.69% |
$1.05M - $1.13M
|
9.82K
$2.45M
|
|
|
Jul 21, 2023
Q2 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-6.12K- 37.29% |
$1.08M - $1.16M
|
10.3K
$2.57M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-6.12K- 41.16% |
$1.08M - $1.17M
|
8.75K
$2.19M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-6.31K- 5.63% |
$1.12M - $1.2M
|
106K
$26.4M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-6.53K- 63.5% |
$1.16M - $1.24M
|
3.75K
$937K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-6.55K- 4.9% |
$1.16M - $1.25M
|
127K
$31.7M
|
|
|
Aug 02, 2023
Q2 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-7.09K- 85.4% |
$1.26M - $1.35M
|
1.21K
$303K
|
|
|
Aug 03, 2023
Q2 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-7.15K- 14.57% |
$1.27M - $1.36M
|
41.9K
$10.5M
|