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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
8.85K+ 86.17% |
$1.57M - $1.69M
|
19.1K
$4.78M
|
|
|
Aug 14, 2023
Q2 2023
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
8.55KNew |
$1.51M - $1.63M
|
8.55K
$2.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
8.54K+ 26.72% |
$1.51M - $1.63M
|
40.5K
$10.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.51K+ 129.35% |
$1.51M - $1.62M
|
15.1K
$3.77M
|
|
|
Aug 04, 2023
Q2 2023
|
Fractal Investments LLC
|
BUY
|
- |
8.3K+ 123.88% |
$1.47M - $1.58M
|
15K
$3.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
8.2KNew |
$1.45M - $1.56M
|
8.2K
$2.05M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
8.17K+ 4.31% |
$1.45M - $1.56M
|
198K
$49.4M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
BUY
|
- |
8.17K+ 4.31% |
$1.45M - $1.56M
|
198K
$49.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Medici Capital LLC
Newport Beach, CA |
BUY
|
- |
8.1K+ 202.5% |
$1.43M - $1.54M
|
12.1K
$3.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
8.09K+ 215.2% |
$1.43M - $1.54M
|
11.8K
$2.96M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
8.06K+ 9.96% |
$1.43M - $1.53M
|
89K
$22.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Abrdn PLC
|
BUY
|
- |
7.7KNew |
$1.36M - $1.47M
|
7.7K
$1.92M
|
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
7.6KNew |
$1.35M - $1.45M
|
7.6K
$1.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
7.59KNew |
$1.34M - $1.45M
|
7.59K
$1.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
7.55K+ 7.17% |
$1.34M - $1.44M
|
113K
$28.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
7.18K+ 7.64% |
$1.27M - $1.37M
|
101K
$25.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
7.12K+ 35.59% |
$1.26M - $1.36M
|
27.1K
$6.77M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
7.09K+ 6.28% |
$1.25M - $1.35M
|
120K
$30M
|
|
|
Aug 11, 2023
Q2 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
7K+ 140.0% |
$1.24M - $1.33M
|
12K
$3M
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
6.8KNew |
$1.2M - $1.3M
|
6.8K
$1.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
6.68KNew |
$1.18M - $1.27M
|
6.68K
$1.67M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
6.63K+ 4.44% |
$1.17M - $1.26M
|
156K
$39M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
6.63K+ 4.44% |
$1.17M - $1.26M
|
156K
$39M
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
6.63K+ 0.9% |
$1.17M - $1.26M
|
744K
$186M
|
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
6.57K+ 27.33% |
$1.16M - $1.25M
|
30.6K
$7.65M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
6.55K+ 12.77% |
$1.16M - $1.25M
|
57.8K
$14.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
6.52K+ 193.9% |
$1.15M - $1.24M
|
9.88K
$2.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
6.47K+ 41.6% |
$1.15M - $1.23M
|
22K
$5.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
6.4KNew |
$1.13M - $1.22M
|
6.4K
$1.6M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
6.37KNew |
$1.13M - $1.21M
|
6.37K
$1.59M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
6.31K+ 6.69% |
$1.12M - $1.2M
|
101K
$25.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
6.24K+ 27.2% |
$1.1M - $1.19M
|
29.2K
$7.29M
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
6K+ 339.66% |
$1.06M - $1.14M
|
7.76K
$1.94M
|
|
|
Aug 07, 2023
Q2 2023
|
Allen Investment Management LLC
|
BUY
|
- |
6K+ 8.01% |
$1.06M - $1.14M
|
80.8K
$20.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
BUY
|
- |
5.87K+ 25.9% |
$1.04M - $1.12M
|
28.6K
$7.13M
|
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.79KNew |
$1.03M - $1.1M
|
5.79K
$1.45M
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
5.69K+ 7.36% |
$1.01M - $1.08M
|
82.9K
$20.7M
|
|
|
Jul 31, 2023
Q2 2023
|
5th Street Advisors, LLC
|
BUY
|
- |
5.69K+ 23.21% |
$1.01M - $1.08M
|
30.2K
$7.54M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.62K+ 4.51% |
$996K - $1.07M
|
130K
$32.5M
|
|
|
Aug 04, 2023
Q2 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
5.47K+ 1.35% |
$968K - $1.04M
|
412K
$103M
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
5.44K+ 58.04% |
$963K - $1.04M
|
14.8K
$3.7M
|
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
5.23K+ 41.11% |
$927K - $997K
|
18K
$4.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.18K+ 5.45% |
$918K - $987K
|
100K
$25M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
5.11K+ 228.62% |
$905K - $974K
|
7.35K
$1.84M
|
|
|
Aug 03, 2023
Q2 2023
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
5.05KNew |
$894K - $961K
|
5.05K
$1.26M
|
|
|
Aug 04, 2023
Q2 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
4.99K+ 47.04% |
$883K - $950K
|
15.6K
$3.89M
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
4.93KNew |
$873K - $939K
|
4.93K
$1.23M
|
|
|
Jul 24, 2023
Q2 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
4.9K+ 28.93% |
$867K - $932K
|
21.8K
$5.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Allie Family Office LLC
|
BUY
|
- |
4.75K+ 22.82% |
$842K - $905K
|
25.6K
$6.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
4.67K+ 17.17% |
$827K - $889K
|
31.8K
$7.96M
|