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 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
3.03K+ 14.49% |
$536K - $577K
|
23.9K
$5.81M
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3K+ 0.8% |
$531K - $571K
|
379K
$92M
|
|
Jul 31, 2023
Q2 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
3KNew |
$531K - $571K
|
3K
$728K
|
|
Aug 04, 2023
Q2 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
2.99KNew |
$530K - $570K
|
2.99K
$727K
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
2.99K+ 59.82% |
$529K - $569K
|
7.98K
$1.94M
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
2.88K+ 65.41% |
$510K - $548K
|
7.28K
$1.77M
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.87K+ 27.14% |
$509K - $547K
|
13.5K
$3.27M
|
|
Jul 20, 2023
Q2 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
2.85KNew |
$504K - $542K
|
2.85K
$691K
|
|
Aug 14, 2023
Q2 2023
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
2.81K+ 2.38% |
$498K - $536K
|
121K
$29.5M
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.77K+ 15.61% |
$491K - $528K
|
20.5K
$4.99M
|
|
Aug 11, 2023
Q2 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
2.76KNew |
$489K - $526K
|
2.76K
$671K
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
2.76K+ 30.09% |
$488K - $525K
|
11.9K
$2.9M
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
BUY
|
- |
2.7K+ 20.01% |
$478K - $514K
|
16.2K
$3.93M
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
BUY
|
- |
2.69KNew |
$475K - $511K
|
2.69K
$652K
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
2.62KNew |
$464K - $499K
|
2.62K
$636K
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
2.62K+ 18.16% |
$463K - $498K
|
17K
$4.13M
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
2.61KNew |
$463K - $497K
|
2.61K
$635K
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
2.61KNew |
$462K - $497K
|
2.61K
$634K
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.59K+ 86.54% |
$459K - $494K
|
5.59K
$1.36M
|
|
Aug 14, 2023
Q2 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
2.58KNew |
$456K - $490K
|
2.58K
$626K
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
2.56K+ 46.87% |
$453K - $487K
|
8.01K
$1.95M
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
2.52KNew |
$446K - $480K
|
2.52K
$612K
|
|
Jul 17, 2023
Q2 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
2.51K+ 3.8% |
$444K - $478K
|
68.5K
$16.6M
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.5KNew |
$443K - $476K
|
2.5K
$607K
|
|
Jul 25, 2023
Q2 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.5K+ 19.23% |
$442K - $476K
|
15.5K
$3.76M
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.47K+ 1236.5% |
$438K - $471K
|
2.67K
$649K
|
|
Aug 09, 2023
Q2 2023
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
2.46KNew |
$435K - $468K
|
2.46K
$597K
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
2.42K+ 16.43% |
$429K - $461K
|
17.2K
$4.17M
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2.42KNew |
$429K - $461K
|
2.42K
$588K
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
2.42K+ 3.64% |
$428K - $460K
|
68.8K
$16.7M
|
|
Jul 20, 2023
Q2 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
2.41K+ 18.79% |
$427K - $459K
|
15.2K
$3.7M
|
|
Aug 14, 2023
Q2 2023
|
Hunting Hill Global Capital, LLC
New York, NY |
BUY
|
- |
2.37K+ 109.17% |
$420K - $451K
|
4.54K
$1.1M
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
2.35KNew |
$416K - $447K
|
2.35K
$571K
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.31K+ 41.43% |
$409K - $439K
|
7.88K
$1.91M
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.27K+ 1583.92% |
$401K - $431K
|
2.41K
$585K
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
2.25K+ 650.87% |
$399K - $429K
|
2.6K
$631K
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
2.2K+ 8.02% |
$389K - $418K
|
29.6K
$7.19M
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
2.19K+ 50.09% |
$387K - $416K
|
6.55K
$1.59M
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.19K+ 3.4% |
$387K - $416K
|
66.5K
$16.2M
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.19K+ 3.4% |
$387K - $416K
|
66.5K
$16.2M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.18K+ 0.89% |
$386K - $415K
|
246K
$59.7M
|
|
Aug 09, 2023
Q2 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
2.17KNew |
$385K - $414K
|
2.17K
$528K
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.15K+ 6.18% |
$381K - $410K
|
37K
$8.98M
|
|
Jul 26, 2023
Q2 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
BUY
|
- |
2.14KNew |
$378K - $407K
|
2.14K
$519K
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.13K+ 3.39% |
$378K - $406K
|
65K
$15.8M
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.12K+ 97.25% |
$375K - $403K
|
4.3K
$1.04M
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
2.11K+ 2.2% |
$374K - $402K
|
98.2K
$23.8M
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.11K+ 4.34% |
$374K - $402K
|
50.8K
$12.3M
|
|
Jul 20, 2023
Q2 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
2.11KNew |
$373K - $401K
|
2.11K
$512K
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.08K+ 25.42% |
$369K - $396K
|
10.3K
$2.5M
|