Purchases and Sales Made in Q3 2022 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q3 2022. 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 14, 2022
Q3 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.56K+ 37.59% |
$538K - $599K
|
13K
$3.31M
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.54K+ 6.85% |
$535K - $595K
|
55.2K
$14M
|
|
Oct 31, 2022
Q3 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
3.48KNew |
$526K - $585K
|
3.48K
$883K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.47K+ 9.62% |
$524K - $584K
|
39.5K
$10M
|
|
Nov 08, 2022
Q3 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
3.3K+ 16.73% |
$498K - $555K
|
23K
$5.84M
|
|
Nov 04, 2022
Q3 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
3.27K+ 3.93% |
$494K - $550K
|
86.3K
$21.9M
|
|
Mar 28, 2023
Q3 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
3.25K+ 91.72% |
$491K - $546K
|
6.78K
$1.72M
|
|
Nov 15, 2022
Q3 2022
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
3.2K+ 110.34% |
$484K - $539K
|
6.1K
$1.55M
|
|
Oct 25, 2022
Q3 2022
|
Sam Advisors, LLC
|
BUY
|
- |
3.07KNew |
$464K - $516K
|
3.07K
$779K
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
3.03K+ 7.67% |
$458K - $510K
|
42.5K
$10.8M
|
|
Nov 08, 2022
Q3 2022
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
3.01K+ 4.27% |
$455K - $506K
|
73.4K
$18.6M
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
BUY
|
- |
2.95K+ 6.6% |
$446K - $496K
|
47.6K
$12.1M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.86K+ 28.66% |
$433K - $482K
|
12.8K
$3.26M
|
|
Oct 21, 2022
Q3 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
2.71K+ 5.0% |
$410K - $456K
|
57K
$14.5M
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
2.68K+ 52.08% |
$405K - $450K
|
7.81K
$1.99M
|
|
Oct 27, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
2.66KNew |
$402K - $447K
|
2.66K
$675K
|
|
Nov 09, 2022
Q3 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.53K+ 10.04% |
$383K - $427K
|
27.8K
$7.06M
|
|
Oct 25, 2022
Q3 2022
|
Ferguson Shapiro LLC
|
BUY
|
- |
2.48KNew |
$375K - $417K
|
2.48K
$630K
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.47K+ 19.41% |
$374K - $416K
|
15.2K
$3.86M
|
|
Nov 14, 2022
Q3 2022
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.45K+ 145.38% |
$371K - $413K
|
4.14K
$1.05M
|
|
Oct 21, 2022
Q3 2022
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
BUY
|
- |
2.39KNew |
$361K - $402K
|
2.39K
$607K
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
2.38KNew |
$360K - $400K
|
2.38K
$604K
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
BUY
|
- |
2.37KNew |
$359K - $399K
|
2.37K
$603K
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
2.26KNew |
$342K - $381K
|
2.26K
$574K
|
|
Oct 11, 2022
Q3 2022
|
Kiley Juergens Wealth Management, LLC
|
BUY
|
- |
2.18K+ 14.04% |
$330K - $368K
|
17.7K
$4.51M
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
2.08KNew |
$315K - $350K
|
2.08K
$528K
|
|
Oct 26, 2022
Q3 2022
|
Udine Wealth Management, Inc.
|
BUY
|
- |
2.03KNew |
$307K - $342K
|
2.03K
$516K
|
|
Nov 02, 2022
Q3 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
2.03K+ 17.55% |
$306K - $341K
|
13.6K
$3.45M
|
|
Oct 14, 2022
Q3 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
2.01KNew |
$304K - $339K
|
2.01K
$511K
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.01K+ 72.88% |
$303K - $337K
|
4.76K
$1.21M
|
|
Nov 14, 2022
Q3 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2KNew |
$303K - $337K
|
2K
$508K
|
|
Oct 13, 2022
Q3 2022
|
Chiron Capital Management, LLC
|
BUY
|
- |
1.98K+ 25.24% |
$299K - $332K
|
9.8K
$2.49M
|
|
Nov 02, 2022
Q3 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
1.9K+ 1.11% |
$288K - $320K
|
173K
$44M
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1.88K+ 50.58% |
$284K - $316K
|
5.58K
$1.42M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.85K+ 8.84% |
$279K - $311K
|
22.8K
$5.78M
|
|
Nov 08, 2022
Q3 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
1.84KNew |
$279K - $310K
|
1.84K
$468K
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.83K+ 14.69% |
$276K - $308K
|
14.3K
$3.62M
|
|
Nov 10, 2022
Q3 2022
|
Clarity Financial LLC
|
BUY
|
- |
1.78KNew |
$269K - $299K
|
1.78K
$452K
|
|
Oct 12, 2022
Q3 2022
|
Client First Capital LLC
|
BUY
|
- |
1.75K+ 2.9% |
$265K - $294K
|
62.1K
$15.8M
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.71K+ 19.48% |
$258K - $287K
|
10.5K
$2.66M
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.7K+ 26.76% |
$257K - $286K
|
8.06K
$2.05M
|
|
Nov 14, 2022
Q3 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.61K+ 13.74% |
$244K - $272K
|
13.4K
$3.39M
|
|
Oct 13, 2022
Q3 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.6KNew |
$242K - $269K
|
1.6K
$407K
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
1.59K+ 73.28% |
$240K - $267K
|
3.76K
$954K
|
|
Oct 24, 2022
Q3 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
1.59KNew |
$240K - $267K
|
1.59K
$403K
|
|
Oct 24, 2022
Q3 2022
|
Act Wealth Management, LLC
|
BUY
|
- |
1.52K+ 1.46% |
$230K - $256K
|
105K
$26.7M
|
|
Nov 01, 2022
Q3 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.52K+ 1.82% |
$229K - $255K
|
84.7K
$21.5M
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.52KNew |
$229K - $255K
|
1.52K
$385K
|
|
Oct 18, 2022
Q3 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
1.5KNew |
$227K - $253K
|
1.5K
$381K
|
|
Oct 17, 2022
Q3 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
1.5K+ 4.64% |
$227K - $252K
|
33.8K
$8.6M
|