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 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
28+ 1.52% |
$4.8K - $5.14K
|
1.87K
$475K
|
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
BUY
|
- |
28+ 1.04% |
$4.8K - $5.14K
|
2.71K
$689K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
27+ 0.16% |
$4.63K - $4.96K
|
17.2K
$4.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
26+ 0.32% |
$4.46K - $4.78K
|
8.24K
$2.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
BUY
|
- |
25+ 0.32% |
$4.29K - $4.59K
|
7.9K
$2.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
25+ 0.95% |
$4.29K - $4.59K
|
2.65K
$674K
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
24+ 0.53% |
$4.11K - $4.41K
|
4.57K
$1.16M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
BUY
|
- |
21+ 1.21% |
$3.6K - $3.86K
|
1.76K
$448K
|
|
|
Oct 10, 2023
Q3 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
20+ 5.03% |
$3.43K - $3.67K
|
418
$106K
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
20+ 1.18% |
$3.43K - $3.67K
|
1.71K
$434K
|
|
|
Nov 01, 2023
Q3 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
18+ 0.74% |
$3.09K - $3.31K
|
2.46K
$624K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
17+ 2.0% |
$2.91K - $3.12K
|
867
$220K
|
|
|
Oct 31, 2023
Q3 2023
|
James Investment Research Inc
|
BUY
|
- |
17+ 0.27% |
$2.91K - $3.12K
|
6.39K
$1.62M
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
17+ 0.4% |
$2.91K - $3.12K
|
4.24K
$1.08M
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
16+ 0.39% |
$2.74K - $2.94K
|
4.08K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
15+ 1.22% |
$2.57K - $2.76K
|
1.25K
$317K
|
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12+ 0.14% |
$2.06K - $2.2K
|
8.53K
$2.17M
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11+ 1.38% |
$1.89K - $2.02K
|
809
$206K
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
10+ 0.14% |
$1.71K - $1.84K
|
7.34K
$1.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.32% |
$1.71K - $1.84K
|
3.18K
$809K
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
8+ 0.04% |
$1.37K - $1.47K
|
21.7K
$5.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
8+ 0.02% |
$1.37K - $1.47K
|
37.2K
$9.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
8+ 13.33% |
$1.37K - $1.47K
|
68
$17.3K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
7+ 0.64% |
$1.2K - $1.29K
|
1.11K
$281K
|
|
|
Oct 25, 2023
Q3 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
6+ 0.4% |
$1.03K - $1.1K
|
1.52K
$387K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
6+ 0.43% |
$1.03K - $1.1K
|
1.4K
$356K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 0.45% |
$857 - $918
|
1.12K
$285K
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
BUY
|
- |
5+ 0.02% |
$857 - $918
|
22.4K
$5.68M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
5New |
$857 - $918
|
5
$1.27K
|
|
|
Oct 19, 2023
Q3 2023
|
Flagship Private Wealth, LLC
|
BUY
|
- |
4+ 0.07% |
$686 - $735
|
5.36K
$1.36M
|
|
|
Oct 12, 2023
Q3 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
3+ 0.08% |
$514 - $551
|
3.94K
$1M
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
3+ 0.16% |
$514 - $551
|
1.86K
$472K
|
|
|
Oct 18, 2023
Q3 2023
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
3+ 0.11% |
$514 - $551
|
2.84K
$721K
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3+ 0.13% |
$514 - $551
|
2.4K
$610K
|
|
|
Nov 13, 2023
Q3 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
3+ 0.1% |
$514 - $551
|
3K
$761K
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
2+ 0.06% |
$343 - $367
|
3.49K
$886K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
2+ 0.12% |
$343 - $367
|
1.64K
$416K
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
2+ 0.46% |
$343 - $367
|
440
$112K
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
2+ 0.02% |
$343 - $367
|
8.27K
$2.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
2+ 0.01% |
$343 - $367
|
15K
$3.82M
|
|
|
Oct 18, 2023
Q3 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
1+ 1.05% |
$171 - $184
|
96
$24.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
1+ 0.03% |
$171 - $184
|
3.51K
$891K
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1+ 0.01% |
$171 - $184
|
9.94K
$2.52M
|
|
|
Jul 19, 2024
Q3 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.09% |
$171 - $184
|
1.07K
$273K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-1- 0.09% |
$171 - $184
|
1.11K
$281K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1- 0.06% |
$171 - $184
|
1.72K
$437K
|
|
|
Oct 25, 2023
Q3 2023
|
Life Guide Financial Advisors, LLC
|
SELL
|
- |
-2- 0.11% |
$343 - $367
|
1.74K
$442K
|
|
|
Oct 27, 2023
Q3 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-2- 0.05% |
$343 - $367
|
4.06K
$1.03M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-2- 0.08% |
$343 - $367
|
2.55K
$648K
|
|
|
Nov 02, 2023
Q3 2023
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-3- 0.14% |
$514 - $551
|
2.17K
$551K
|