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 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
2.07K+ 62.55% |
$367K - $395K
|
5.39K
$1.35M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.07K+ 12.82% |
$367K - $395K
|
18.3K
$4.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
2.02KNew |
$358K - $385K
|
2.02K
$505K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
2.01K+ 55.9% |
$356K - $383K
|
5.61K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
1.95K+ 13.34% |
$345K - $371K
|
16.6K
$4.14M
|
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.93K+ 2.35% |
$342K - $368K
|
84.2K
$21M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
1.91K+ 7.73% |
$338K - $363K
|
26.6K
$6.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.9K+ 0.72% |
$337K - $362K
|
265K
$66.1M
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
1.9K+ 69.83% |
$336K - $362K
|
4.62K
$1.15M
|
|
|
Aug 15, 2023
Q2 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
1.88K+ 1.51% |
$334K - $359K
|
127K
$31.7M
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
1.86K+ 515.24% |
$329K - $354K
|
2.22K
$555K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.85K+ 90.04% |
$328K - $353K
|
3.91K
$977K
|
|
|
Aug 10, 2023
Q2 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
1.85K+ 39.12% |
$327K - $352K
|
6.57K
$1.64M
|
|
|
Aug 08, 2023
Q2 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.83K+ 12.51% |
$324K - $349K
|
16.5K
$4.11M
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.83K+ 9.2% |
$323K - $348K
|
21.7K
$5.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.81KNew |
$320K - $345K
|
1.81K
$452K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.8K+ 16.29% |
$318K - $342K
|
12.8K
$3.21M
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
1.79K+ 6.48% |
$317K - $341K
|
29.4K
$7.36M
|
|
|
Jul 28, 2023
Q2 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
1.78K+ 466.4% |
$315K - $338K
|
2.16K
$539K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.78K+ 3.52% |
$315K - $338K
|
52.3K
$13.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
1.77KNew |
$314K - $338K
|
1.77K
$443K
|
|
|
Aug 04, 2023
Q2 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.76K+ 0.83% |
$312K - $335K
|
213K
$53.3M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
1.76KNew |
$311K - $334K
|
1.76K
$439K
|
|
|
Jul 13, 2023
Q2 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
1.74KNew |
$308K - $332K
|
1.74K
$435K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
BUY
|
- |
1.74KNew |
$308K - $332K
|
1.74K
$435K
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.74K+ 27.16% |
$308K - $332K
|
8.15K
$2.04M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.73K+ 25.28% |
$307K - $330K
|
8.59K
$2.15M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.72K+ 5.21% |
$305K - $328K
|
34.8K
$8.69M
|
|
|
Aug 04, 2023
Q2 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
BUY
|
- |
1.72K+ 2.08% |
$305K - $328K
|
84.3K
$21.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
1.72KNew |
$305K - $328K
|
1.72K
$430K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.72KNew |
$304K - $327K
|
1.72K
$429K
|
|
|
Jul 20, 2023
Q2 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.72K+ 8.0% |
$304K - $327K
|
23.2K
$5.78M
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.71K+ 71.1% |
$303K - $326K
|
4.12K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
1.71K+ 100.0% |
$302K - $325K
|
3.41K
$852K
|
|
|
Aug 14, 2023
Q2 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.7K+ 16.64% |
$301K - $324K
|
11.9K
$2.98M
|
|
|
Aug 14, 2023
Q2 2023
|
Amundi
Paris, I0 |
BUY
|
- |
1.7K+ 6800.0% |
$301K - $324K
|
1.73K
$431K
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
1.7K+ 18.41% |
$301K - $323K
|
10.9K
$2.73M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.69KNew |
$299K - $321K
|
1.69K
$422K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
1.68KNew |
$298K - $321K
|
1.68K
$421K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
1.68KNew |
$298K - $320K
|
1.68K
$420K
|
|
|
Jul 10, 2023
Q2 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
1.65KNew |
$292K - $314K
|
1.65K
$412K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.65K+ 0.99% |
$292K - $314K
|
168K
$41.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.63K+ 10.54% |
$288K - $310K
|
17.1K
$4.27M
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
1.63K+ 13.97% |
$288K - $310K
|
13.3K
$3.32M
|
|
|
Aug 04, 2023
Q2 2023
|
Fortis Capital Management LLC
|
BUY
|
- |
1.62K+ 6.16% |
$287K - $308K
|
27.9K
$6.97M
|
|
|
Aug 11, 2023
Q2 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
1.62KNew |
$287K - $308K
|
1.62K
$404K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.61K+ 5.42% |
$285K - $307K
|
31.3K
$7.82M
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
1.6K+ 54.4% |
$284K - $305K
|
4.55K
$1.14M
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.6K+ 17.48% |
$283K - $305K
|
10.8K
$2.69M
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.58K+ 7.74% |
$280K - $301K
|
22K
$5.49M
|