Purchases and Sales Made in Q3 2021 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 10, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.28KNew |
$207K - $220K
|
1.28K
$313K
|
|
Nov 12, 2021
Q3 2021
|
Life Pro Asset Management
|
BUY
|
- |
1.28KNew |
$207K - $219K
|
1.28K
$313K
|
|
Nov 15, 2021
Q3 2021
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
1.27K+ 3.33% |
$205K - $218K
|
39.5K
$9.64M
|
|
Nov 09, 2021
Q3 2021
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1.27KNew |
$205K - $217K
|
1.27K
$310K
|
|
Nov 02, 2021
Q3 2021
|
In Track Investment Management Inc
|
BUY
|
- |
1.27KNew |
$204K - $217K
|
1.27K
$309K
|
|
Nov 12, 2021
Q3 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.25K+ 51.42% |
$202K - $214K
|
3.68K
$898K
|
|
Oct 22, 2021
Q3 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.24K+ 10.64% |
$200K - $212K
|
12.9K
$3.15M
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.24K+ 2.74% |
$199K - $211K
|
46.4K
$11.3M
|
|
Nov 10, 2021
Q3 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
1.23K+ 65.95% |
$198K - $211K
|
3.1K
$755K
|
|
Nov 12, 2021
Q3 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
1.2K+ 2.03% |
$194K - $205K
|
60.4K
$14.7M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.17K+ 2.07% |
$188K - $200K
|
57.5K
$14M
|
|
Oct 28, 2021
Q3 2021
|
Excalibur Management Corp
|
BUY
|
- |
1.17K+ 11.96% |
$188K - $199K
|
10.9K
$2.66M
|
|
Nov 03, 2021
Q3 2021
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
1.16K+ 27.7% |
$187K - $199K
|
5.35K
$1.3M
|
|
Nov 05, 2021
Q3 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.14K+ 7.52% |
$184K - $195K
|
16.3K
$3.98M
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.13K+ 8.06% |
$183K - $194K
|
15.2K
$3.71M
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
1.13K+ 19.84% |
$182K - $193K
|
6.8K
$1.66M
|
|
Nov 12, 2021
Q3 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
1.13K+ 1.95% |
$182K - $193K
|
58.9K
$14.4M
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.12K+ 33.95% |
$181K - $192K
|
4.44K
$1.08M
|
|
Oct 20, 2021
Q3 2021
|
Csenge Advisory Group
|
BUY
|
- |
1.12K+ 1.82% |
$181K - $192K
|
62.8K
$15.3M
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.12K+ 13.67% |
$181K - $192K
|
9.32K
$2.27M
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
1.11K+ 7.32% |
$179K - $190K
|
16.2K
$3.96M
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
1.1K+ 11.58% |
$177K - $188K
|
10.6K
$2.59M
|
|
Nov 08, 2021
Q3 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.07K+ 2.41% |
$173K - $183K
|
45.5K
$11.1M
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.07K+ 2.31% |
$172K - $183K
|
47.3K
$11.5M
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
1.06K+ 40.61% |
$171K - $181K
|
3.67K
$895K
|
|
Oct 18, 2021
Q3 2021
|
Refined Wealth Management
|
BUY
|
- |
1.06K+ 3.11% |
$171K - $181K
|
35K
$8.54M
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.04K+ 39.71% |
$168K - $179K
|
3.67K
$896K
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.04K+ 39.71% |
$168K - $179K
|
3.67K
$896K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.04K+ 6.16% |
$168K - $178K
|
18K
$4.38M
|
|
Nov 15, 2021
Q3 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
1.03K+ 31.17% |
$166K - $176K
|
4.32K
$1.05M
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1K+ 5.62% |
$162K - $172K
|
18.8K
$4.6M
|
|
Nov 09, 2021
Q3 2021
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1K+ 13.87% |
$161K - $171K
|
8.21K
$2M
|
|
Oct 21, 2021
Q3 2021
|
Ls Investment Advisors, LLC
|
BUY
|
- |
970+ 4.03% |
$156K - $166K
|
25.1K
$6.11M
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
964+ 3.43% |
$156K - $165K
|
29.1K
$7.09M
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
956+ 3.15% |
$154K - $164K
|
31.3K
$7.63M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
948+ 1.72% |
$153K - $162K
|
56.1K
$13.7M
|
|
Oct 13, 2021
Q3 2021
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
935+ 6.09% |
$151K - $160K
|
16.3K
$3.98M
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
919+ 5.83% |
$148K - $157K
|
16.7K
$4.07M
|
|
Nov 15, 2021
Q3 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
912+ 1.08% |
$147K - $156K
|
85.6K
$20.9M
|
|
Nov 15, 2021
Q3 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
902+ 13.27% |
$146K - $154K
|
7.7K
$1.88M
|
|
Oct 12, 2021
Q3 2021
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
899+ 5.9% |
$145K - $154K
|
16.1K
$3.94M
|
|
Nov 04, 2021
Q3 2021
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
898+ 9.51% |
$145K - $154K
|
10.3K
$2.52M
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
892+ 68.72% |
$144K - $153K
|
2.19K
$534K
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
889+ 4.24% |
$143K - $152K
|
21.8K
$5.33M
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
BUY
|
- |
857+ 1.76% |
$138K - $147K
|
49.6K
$12.1M
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
846+ 13.91% |
$136K - $145K
|
6.93K
$1.69M
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
825+ 9.62% |
$133K - $141K
|
9.4K
$2.29M
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
822+ 3.29% |
$133K - $141K
|
25.8K
$6.3M
|
|
Oct 12, 2021
Q3 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
811+ 426.84% |
$131K - $139K
|
1K
$244K
|
|
Mar 09, 2022
Q3 2021
|
Jvl Associates LLC
|
BUY
|
- |
795+ 4.68% |
$128K - $136K
|
17.8K
$4.33M
|