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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
639+ 1.84% |
$110K - $117K
|
35.4K
$8.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
637+ 8.54% |
$109K - $117K
|
8.09K
$2.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
636+ 26.56% |
$109K - $117K
|
3.03K
$770K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
636+ 7.47% |
$109K - $117K
|
9.15K
$2.33M
|
|
|
Oct 18, 2023
Q3 2023
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
627+ 6.59% |
$107K - $115K
|
10.1K
$2.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
625+ 10.07% |
$107K - $115K
|
6.83K
$1.74M
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
618+ 50.33% |
$106K - $114K
|
1.85K
$469K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
613+ 23.6% |
$105K - $113K
|
3.21K
$816K
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
605+ 3.1% |
$104K - $111K
|
20.1K
$5.12M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
600+ 236.22% |
$103K - $110K
|
854
$217K
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
594+ 17.7% |
$102K - $109K
|
3.95K
$1M
|
|
|
Oct 24, 2023
Q3 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
590+ 1.77% |
$101K - $108K
|
33.9K
$8.62M
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
584+ 3.61% |
$100K - $107K
|
16.8K
$4.26M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
566+ 2.28% |
$97K - $104K
|
25.4K
$6.44M
|
|
|
Nov 09, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
560+ 34.59% |
$96K - $103K
|
2.18K
$554K
|
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
558+ 5.65% |
$95.7K - $102K
|
10.4K
$2.65M
|
|
|
Oct 11, 2023
Q3 2023
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
555+ 12.0% |
$95.2K - $102K
|
5.18K
$1.32M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
554New |
$95K - $102K
|
554
$141K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
553+ 5.99% |
$94.8K - $102K
|
9.78K
$2.49M
|
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
553New |
$94.8K - $102K
|
553
$141K
|
|
|
Nov 14, 2023
Q3 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
550+ 18.65% |
$94.3K - $101K
|
3.5K
$889K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
548+ 26.59% |
$94K - $101K
|
2.61K
$663K
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
545+ 9.1% |
$93.4K - $100K
|
6.53K
$1.66M
|
|
|
Oct 25, 2023
Q3 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
539+ 7.09% |
$92.4K - $99K
|
8.14K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
536+ 7.34% |
$91.9K - $98.4K
|
7.84K
$1.99M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
BUY
|
- |
535+ 1.68% |
$91.7K - $98.3K
|
32.4K
$8.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
535+ 3.42% |
$91.7K - $98.3K
|
16.2K
$4.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
529+ 1.72% |
$90.7K - $97.2K
|
31.3K
$7.96M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
528+ 13.22% |
$90.5K - $97K
|
4.52K
$1.15M
|
|
|
Oct 18, 2023
Q3 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
517+ 1.27% |
$88.6K - $95K
|
41.3K
$10.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Your Advocates Ltd., LLP
Houston, TX |
BUY
|
- |
517+ 0.74% |
$88.6K - $95K
|
70.5K
$17.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
517+ 0.71% |
$88.6K - $95K
|
73.7K
$18.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Harrington Investments, Inc
|
BUY
|
- |
510+ 18.47% |
$87.4K - $93.7K
|
3.27K
$831K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
505+ 4.53% |
$86.6K - $92.8K
|
11.7K
$2.96M
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
BUY
|
- |
500+ 8.69% |
$85.7K - $91.8K
|
6.26K
$1.59M
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
500+ 18.93% |
$85.7K - $91.8K
|
3.14K
$798K
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
500+ 11.19% |
$85.7K - $91.8K
|
4.97K
$1.26M
|
|
|
Nov 15, 2023
Q3 2023
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
500+ 16.67% |
$85.7K - $91.8K
|
3.5K
$889K
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
499+ 5.5% |
$85.6K - $91.7K
|
9.57K
$2.43M
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
498+ 17.29% |
$85.4K - $91.5K
|
3.38K
$858K
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
479+ 19.75% |
$82.1K - $88K
|
2.9K
$738K
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
463+ 1.22% |
$79.4K - $85K
|
38.6K
$9.8M
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
460New |
$78.9K - $84.5K
|
460
$117K
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
457+ 7.78% |
$78.4K - $83.9K
|
6.33K
$1.61M
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
453+ 1.19% |
$77.7K - $83.2K
|
38.4K
$9.75M
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
452+ 3.89% |
$77.5K - $83K
|
12.1K
$3.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
450+ 8.33% |
$77.2K - $82.7K
|
5.85K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
446+ 12.56% |
$76.5K - $81.9K
|
4K
$1.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
439+ 2.3% |
$75.3K - $80.6K
|
19.6K
$4.97M
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
439+ 0.92% |
$75.3K - $80.6K
|
48.3K
$12.3M
|