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 15, 2021
Q3 2021
|
Fortis Capital Management LLC
|
BUY
|
- |
795+ 5.96% |
$128K - $136K
|
14.1K
$3.45M
|
|
|
Nov 08, 2021
Q3 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
783+ 60.37% |
$126K - $134K
|
2.08K
$507K
|
|
|
Nov 10, 2021
Q3 2021
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
783+ 2.33% |
$126K - $134K
|
34.4K
$8.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
781New |
$126K - $134K
|
781
$191K
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
775+ 8.13% |
$125K - $133K
|
10.3K
$2.51M
|
|
|
Oct 25, 2021
Q3 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
766+ 2.55% |
$124K - $131K
|
30.8K
$7.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
760+ 32.94% |
$123K - $130K
|
3.07K
$748K
|
|
|
Oct 19, 2021
Q3 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
752+ 20.51% |
$121K - $129K
|
4.42K
$1.08M
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
741+ 36.92% |
$120K - $127K
|
2.75K
$670K
|
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
740+ 12.35% |
$119K - $127K
|
6.73K
$1.64M
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
740New |
$119K - $127K
|
740
$181K
|
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
730+ 2.18% |
$118K - $125K
|
34.2K
$8.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Zeit Capital LLC
|
BUY
|
- |
730+ 2.94% |
$118K - $125K
|
25.5K
$6.23M
|
|
|
Nov 08, 2021
Q3 2021
|
Avalon Investment & Advisory
Houston, TX |
BUY
|
- |
722+ 0.9% |
$116K - $124K
|
80.6K
$19.7M
|
|
|
Oct 29, 2021
Q3 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
696+ 7.17% |
$112K - $119K
|
10.4K
$2.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
693+ 47.3% |
$112K - $119K
|
2.16K
$526K
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
683+ 15.78% |
$110K - $117K
|
5.01K
$1.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
679+ 11.47% |
$110K - $116K
|
6.6K
$1.61M
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
675+ 5.36% |
$109K - $116K
|
13.3K
$3.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
675+ 9.44% |
$109K - $116K
|
7.82K
$1.91M
|
|
|
Aug 10, 2022
Q3 2021
|
Veritas Investment Partners (Uk) Ltd.
London, X0 |
BUY
|
- |
655New |
$106K - $112K
|
655
$160K
|
|
|
Oct 27, 2021
Q3 2021
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
638+ 1.83% |
$103K - $109K
|
35.5K
$8.67M
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
636+ 4.39% |
$103K - $109K
|
15.1K
$3.69M
|
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
BUY
|
- |
634+ 0.6% |
$102K - $109K
|
106K
$25.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
626+ 54.91% |
$101K - $107K
|
1.77K
$431K
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
625+ 15.0% |
$101K - $107K
|
4.79K
$1.17M
|
|
|
Nov 02, 2021
Q3 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
619+ 17.63% |
$99.9K - $106K
|
4.13K
$1.01M
|
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
BUY
|
- |
579+ 12.8% |
$93.4K - $99.1K
|
5.1K
$1.24M
|
|
|
Nov 15, 2021
Q3 2021
|
Triumph Capital Management
|
BUY
|
- |
576+ 43.94% |
$92.9K - $98.6K
|
1.89K
$460K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
570New |
$92K - $97.6K
|
570
$139K
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
562+ 1.99% |
$90.7K - $96.2K
|
28.8K
$7.02M
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
BUY
|
- |
549+ 17.23% |
$88.6K - $94K
|
3.74K
$911K
|
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
534New |
$86.1K - $91.4K
|
534
$130K
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
530+ 2.56% |
$85.5K - $90.7K
|
21.2K
$5.18M
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
529+ 13.34% |
$85.3K - $90.5K
|
4.5K
$1.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
525+ 1.15% |
$84.7K - $89.9K
|
46.3K
$11.3M
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
BUY
|
- |
519+ 29.69% |
$83.7K - $88.8K
|
2.27K
$553K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
515+ 3.79% |
$83.1K - $88.2K
|
14.1K
$3.44M
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
514+ 10.36% |
$82.9K - $88K
|
5.48K
$1.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
500+ 23.81% |
$80.7K - $85.6K
|
2.6K
$634K
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
498+ 6.39% |
$80.3K - $85.2K
|
8.29K
$2.02M
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
490+ 10.05% |
$79K - $83.9K
|
5.37K
$1.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
490+ 12.66% |
$79K - $83.9K
|
4.36K
$1.06M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
485+ 3.24% |
$78.2K - $83K
|
15.4K
$3.77M
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
484+ 25.98% |
$78.1K - $82.8K
|
2.35K
$573K
|
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
467New |
$75.3K - $79.9K
|
467
$114K
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
BUY
|
- |
461+ 0.53% |
$74.4K - $78.9K
|
87.4K
$21.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
BUY
|
- |
461+ 8.95% |
$74.4K - $78.9K
|
5.61K
$1.37M
|
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
460+ 14.88% |
$74.2K - $78.7K
|
3.55K
$866K
|
|
|
May 09, 2023
Q3 2021
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
BUY
|
- |
459New |
$74K - $78.6K
|
459
$112K
|