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 19, 2023
Q2 2023
|
Highview Capital Management LLC
|
BUY
|
- |
4.66K+ 15.01% |
$826K - $888K
|
35.7K
$8.93M
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
4.66K+ 12.9% |
$825K - $888K
|
40.8K
$10.2M
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
4.66K+ 24.54% |
$825K - $887K
|
23.6K
$5.9M
|
|
Aug 07, 2023
Q2 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
4.65KNew |
$823K - $885K
|
4.65K
$1.16M
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
4.53K+ 53.17% |
$803K - $863K
|
13.1K
$3.26M
|
|
Aug 08, 2023
Q2 2023
|
Mader & Shannon Wealth Management, Inc.
|
BUY
|
- |
4.42K+ 3.92% |
$783K - $842K
|
117K
$29.3M
|
|
Jul 06, 2023
Q2 2023
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
4.41K+ 1.96% |
$780K - $839K
|
229K
$57.1M
|
|
Jul 19, 2023
Q2 2023
|
Grant
|
BUY
|
- |
4.37K+ 9.72% |
$773K - $832K
|
49.3K
$12.3M
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
4.35KNew |
$770K - $828K
|
4.35K
$1.09M
|
|
Aug 07, 2023
Q2 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
4.34K+ 216.95% |
$768K - $826K
|
6.34K
$1.58M
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
4.33K+ 20.52% |
$767K - $825K
|
25.4K
$6.36M
|
|
Jul 24, 2023
Q2 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
4.3K+ 43.46% |
$762K - $819K
|
14.2K
$3.55M
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
4.28K+ 51.43% |
$757K - $814K
|
12.6K
$3.15M
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
4.2K+ 4.82% |
$743K - $799K
|
91.2K
$22.8M
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
4.15K+ 26.31% |
$735K - $791K
|
19.9K
$4.98M
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
4.1K+ 12.77% |
$726K - $781K
|
36.2K
$9.05M
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
4.07K+ 19.62% |
$720K - $774K
|
24.8K
$6.19M
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
4.02K+ 6.71% |
$712K - $766K
|
64K
$16M
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
4.02K+ 11.17% |
$711K - $765K
|
40K
$9.99M
|
|
Aug 11, 2023
Q2 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
4KNew |
$708K - $762K
|
4K
$999K
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.99K+ 9.0% |
$706K - $759K
|
48.3K
$12.1M
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
3.98K+ 9.72% |
$704K - $757K
|
44.9K
$11.2M
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.97K+ 20.96% |
$702K - $755K
|
22.9K
$5.72M
|
|
Aug 21, 2023
Q2 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
3.96K+ 3995.96% |
$701K - $753K
|
4.06K
$1.01M
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
3.93KNew |
$697K - $749K
|
3.93K
$983K
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.86K+ 14.33% |
$684K - $735K
|
30.8K
$7.7M
|
|
Aug 07, 2023
Q2 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
3.78K+ 2.11% |
$670K - $721K
|
184K
$45.8M
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.78K+ 84.48% |
$670K - $720K
|
8.26K
$2.06M
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
3.76K+ 117.69% |
$666K - $716K
|
6.95K
$1.74M
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
3.7K+ 145.19% |
$654K - $704K
|
6.24K
$1.56M
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.68K+ 5.21% |
$651K - $700K
|
74.2K
$18.5M
|
|
Aug 04, 2023
Q2 2023
|
B&D White Capital Company, LLC
|
BUY
|
- |
3.59KNew |
$636K - $684K
|
3.59K
$897K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
3.53K+ 2.84% |
$625K - $672K
|
128K
$31.9M
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
3.5K+ 175.0% |
$620K - $667K
|
5.5K
$1.37M
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
BUY
|
- |
3.5K+ 2.17% |
$619K - $666K
|
164K
$41M
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.42K+ 11.42% |
$606K - $651K
|
33.4K
$8.34M
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.37KNew |
$597K - $642K
|
3.37K
$842K
|
|
Jul 20, 2023
Q2 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3.33K+ 163.47% |
$589K - $633K
|
5.36K
$1.34M
|
|
Aug 11, 2023
Q2 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
3.31KNew |
$585K - $629K
|
3.31K
$826K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.3K+ 8.69% |
$584K - $628K
|
41.2K
$10.3M
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
3.29K+ 16.79% |
$583K - $627K
|
22.9K
$5.72M
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
3.27K+ 62.36% |
$579K - $623K
|
8.52K
$2.13M
|
|
Aug 09, 2023
Q2 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
3.26KNew |
$578K - $621K
|
3.26K
$815K
|
|
Aug 10, 2023
Q2 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.19K+ 77.54% |
$565K - $608K
|
7.3K
$1.82M
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
3.18KNew |
$563K - $606K
|
3.18K
$794K
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.17K+ 22.9% |
$562K - $604K
|
17K
$4.26M
|
|
Aug 08, 2023
Q2 2023
|
Belvedere Trading LLC
|
BUY
|
- |
3.17K+ 163.0% |
$561K - $603K
|
5.11K
$1.28M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.04K+ 2.68% |
$539K - $579K
|
117K
$29.1M
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
3.04K+ 5.83% |
$538K - $579K
|
55.2K
$13.8M
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
3.03K+ 135.78% |
$536K - $577K
|
5.26K
$1.31M
|