Purchases and Sales Made in Q2 2024 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q2 2024. 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 07, 2024
Q2 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
454+ 6.49% |
$94.4K - $102K
|
7.45K
$1.82M
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
BUY
|
- |
451+ 16.47% |
$93.7K - $101K
|
3.19K
$778K
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
447+ 105.18% |
$92.9K - $100K
|
872
$213K
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
447+ 13.95% |
$92.9K - $100K
|
3.65K
$891K
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
437+ 157.19% |
$90.8K - $98.1K
|
715
$174K
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
437+ 36.48% |
$90.8K - $98.1K
|
1.64K
$399K
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
436+ 3.93% |
$90.6K - $97.9K
|
11.5K
$2.81M
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
433+ 1.86% |
$90K - $97.2K
|
23.8K
$5.79M
|
|
Aug 08, 2024
Q2 2024
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
431+ 1.97% |
$89.6K - $96.8K
|
22.3K
$5.44M
|
|
Aug 14, 2024
Q2 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
428+ 4.66% |
$88.9K - $96.1K
|
9.62K
$2.35M
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
421+ 1.73% |
$87.5K - $94.5K
|
24.8K
$6.04M
|
|
Jul 26, 2024
Q2 2024
|
Pullen Investment Management, LLC
Bradenton, FL |
BUY
|
- |
420+ 6.61% |
$87.3K - $94.3K
|
6.78K
$1.65M
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
420+ 23.69% |
$87.3K - $94.3K
|
2.19K
$535K
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
412+ 7.77% |
$85.6K - $92.5K
|
5.71K
$1.39M
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
405New |
$84.2K - $90.9K
|
405
$98.8K
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
402+ 14.61% |
$83.5K - $90.3K
|
3.15K
$769K
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
395+ 1.05% |
$82.1K - $88.7K
|
38K
$9.26M
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
388+ 1.05% |
$80.6K - $87.1K
|
37.2K
$9.08M
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
386+ 1.73% |
$80.2K - $86.7K
|
22.6K
$5.52M
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
385+ 1.44% |
$80K - $86.5K
|
27.2K
$6.63M
|
|
Jul 19, 2024
Q2 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
383+ 7.21% |
$79.6K - $86K
|
5.7K
$1.39M
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
379+ 51.99% |
$78.8K - $85.1K
|
1.11K
$270K
|
|
Aug 12, 2024
Q2 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
379+ 24.16% |
$78.8K - $85.1K
|
1.95K
$475K
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
377+ 5.43% |
$78.3K - $84.7K
|
7.32K
$1.79M
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
376+ 3.16% |
$78.1K - $84.4K
|
12.3K
$3M
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
375+ 12.13% |
$77.9K - $84.2K
|
3.47K
$846K
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
373+ 7.39% |
$77.5K - $83.8K
|
5.42K
$1.32M
|
|
Aug 12, 2024
Q2 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
372+ 3.32% |
$77.3K - $83.5K
|
11.6K
$2.82M
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
370+ 0.83% |
$76.9K - $83.1K
|
44.9K
$11M
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
368+ 2.87% |
$76.5K - $82.6K
|
13.2K
$3.21M
|
|
Jul 22, 2024
Q2 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
362+ 11.11% |
$75.2K - $81.3K
|
3.62K
$883K
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
359+ 5.83% |
$74.6K - $80.6K
|
6.52K
$1.59M
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
358+ 9.65% |
$74.4K - $80.4K
|
4.07K
$992K
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
353+ 0.43% |
$73.4K - $79.3K
|
82.5K
$20.1M
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
352+ 20.05% |
$73.2K - $79K
|
2.11K
$514K
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
352New |
$73.2K - $79K
|
352
$85.9K
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
350+ 22.31% |
$72.7K - $78.6K
|
1.92K
$468K
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
350+ 1.82% |
$72.7K - $78.6K
|
19.6K
$4.79M
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
349+ 15.37% |
$72.5K - $78.4K
|
2.62K
$639K
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
349+ 4.24% |
$72.5K - $78.4K
|
8.58K
$2.09M
|
|
Aug 14, 2024
Q2 2024
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
348+ 25.27% |
$72.3K - $78.1K
|
1.73K
$421K
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
340New |
$70.7K - $76.4K
|
340
$82.9K
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
335+ 18.5% |
$69.6K - $75.2K
|
2.15K
$523K
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
328+ 20.44% |
$68.2K - $73.7K
|
1.93K
$472K
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
328+ 0.45% |
$68.2K - $73.7K
|
72.5K
$17.7M
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
321+ 26.75% |
$66.7K - $72.1K
|
1.52K
$371K
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
319+ 5.2% |
$66.3K - $71.6K
|
6.45K
$1.57M
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
315+ 2.42% |
$65.5K - $70.7K
|
13.3K
$3.25M
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
313New |
$65K - $70.3K
|
313
$76.4K
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
312+ 8.2% |
$64.8K - $70.1K
|
4.12K
$1M
|