Purchases and Sales Made in Q3 2023 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
57+ 0.95% |
$9.77K - $10.5K
|
6.08K
$1.54M
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
BUY
|
- |
57+ 1.06% |
$9.77K - $10.5K
|
5.45K
$1.38M
|
|
|
Oct 25, 2023
Q3 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
57+ 0.87% |
$9.77K - $10.5K
|
6.63K
$1.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Range Financial Group LLC
|
BUY
|
- |
56+ 2.75% |
$9.6K - $10.3K
|
2.09K
$532K
|
|
|
Oct 24, 2023
Q3 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
56+ 9.46% |
$9.6K - $10.3K
|
648
$165K
|
|
|
Nov 06, 2023
Q3 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
56+ 1.98% |
$9.6K - $10.3K
|
2.89K
$735K
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
56+ 1.11% |
$9.6K - $10.3K
|
5.09K
$1.29M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
55+ 7.18% |
$9.43K - $10.1K
|
821
$209K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
55+ 5.98% |
$9.43K - $10.1K
|
975
$248K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
54+ 2.54% |
$9.26K - $9.92K
|
2.18K
$555K
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
54+ 0.06% |
$9.26K - $9.92K
|
92.3K
$23.4M
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
53+ 1.22% |
$9.09K - $9.73K
|
4.4K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
53+ 0.93% |
$9.09K - $9.73K
|
5.74K
$1.46M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
BUY
|
- |
52+ 4.83% |
$8.92K - $9.55K
|
1.13K
$287K
|
|
|
Oct 23, 2023
Q3 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
50+ 4.44% |
$8.57K - $9.18K
|
1.18K
$299K
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
50+ 3.16% |
$8.57K - $9.18K
|
1.63K
$414K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
50+ 5.92% |
$8.57K - $9.18K
|
895
$227K
|
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
50+ 0.22% |
$8.57K - $9.18K
|
22.6K
$5.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
50+ 51.55% |
$8.57K - $9.18K
|
147
$37.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
49+ 1.38% |
$8.4K - $9K
|
3.6K
$914K
|
|
|
Nov 03, 2023
Q3 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
48+ 0.42% |
$8.23K - $8.82K
|
11.5K
$2.93M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
48+ 1.51% |
$8.23K - $8.82K
|
3.24K
$822K
|
|
|
Nov 01, 2023
Q3 2023
|
Krilogy Financial LLC
|
BUY
|
- |
46+ 0.33% |
$7.89K - $8.45K
|
13.9K
$3.53M
|
|
|
Oct 24, 2023
Q3 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
45+ 2.77% |
$7.72K - $8.27K
|
1.67K
$424K
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
45+ 2.51% |
$7.72K - $8.27K
|
1.84K
$467K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
45+ 1.01% |
$7.72K - $8.27K
|
4.49K
$1.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
45+ 1.83% |
$7.72K - $8.27K
|
2.51K
$636K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
45+ 0.76% |
$7.72K - $8.27K
|
5.99K
$1.52M
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
44+ 1.76% |
$7.54K - $8.08K
|
2.54K
$645K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
43+ 0.48% |
$7.37K - $7.9K
|
8.95K
$2.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
41+ 1.77% |
$7.03K - $7.53K
|
2.35K
$598K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
40+ 1.6% |
$6.86K - $7.35K
|
2.55K
$647K
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
39+ 2.72% |
$6.69K - $7.16K
|
1.48K
$375K
|
|
|
Nov 14, 2023
Q3 2023
|
Hollow Brook Wealth Management LLC
|
BUY
|
- |
39+ 0.21% |
$6.69K - $7.16K
|
18.6K
$4.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Sam Advisors, LLC
|
BUY
|
- |
38+ 1.44% |
$6.52K - $6.98K
|
2.68K
$680K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
36+ 2.05% |
$6.17K - $6.61K
|
1.79K
$456K
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
36+ 0.39% |
$6.17K - $6.61K
|
9.31K
$2.36M
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
35+ 1.45% |
$6K - $6.43K
|
2.44K
$621K
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
35+ 2.17% |
$6K - $6.43K
|
1.65K
$419K
|
|
|
Oct 18, 2023
Q3 2023
|
Cambridge Advisors Inc.
|
BUY
|
- |
34+ 0.47% |
$5.83K - $6.24K
|
7.3K
$1.85M
|
|
|
Nov 02, 2023
Q3 2023
|
Gables Capital Management Inc.
|
BUY
|
- |
34+ 0.61% |
$5.83K - $6.24K
|
5.6K
$1.42M
|
|
|
Oct 30, 2023
Q3 2023
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
33+ 2.2% |
$5.66K - $6.06K
|
1.53K
$389K
|
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
32+ 0.7% |
$5.49K - $5.88K
|
4.57K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
32+ 0.21% |
$5.49K - $5.88K
|
15.6K
$3.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
32+ 2.01% |
$5.49K - $5.88K
|
1.62K
$413K
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
30+ 0.72% |
$5.14K - $5.51K
|
4.22K
$1.07M
|
|
|
Oct 19, 2023
Q3 2023
|
Olio Financial Planning
|
BUY
|
- |
30+ 1.93% |
$5.14K - $5.51K
|
1.58K
$402K
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
29+ 0.52% |
$4.97K - $5.33K
|
5.61K
$1.42M
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
29+ 2.12% |
$4.97K - $5.33K
|
1.4K
$355K
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
29New |
$4.97K - $5.33K
|
29
$7.37K
|