Purchases and Sales Made in Q3 2024 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q3 2024. 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 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
985+ 29.18% |
$212K - $243K
|
4.36K
$1.06M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
979+ 11.43% |
$211K - $242K
|
9.54K
$2.33M
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
966New |
$208K - $239K
|
966
$236K
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
964New |
$208K - $238K
|
964
$235K
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
956+ 2.95% |
$206K - $236K
|
33.4K
$8.15M
|
|
Oct 29, 2024
Q3 2024
|
F
|
BUY
|
- |
953New |
$205K - $235K
|
953
$232K
|
|
Nov 14, 2024
Q3 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
950+ 1.09% |
$205K - $235K
|
88.5K
$21.6M
|
|
Oct 09, 2024
Q3 2024
|
Life Pro Asset Management
|
BUY
|
- |
946New |
$204K - $234K
|
946
$231K
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
945+ 12.87% |
$204K - $233K
|
8.29K
$2.02M
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
BUY
|
- |
942New |
$203K - $233K
|
942
$230K
|
|
Oct 10, 2024
Q3 2024
|
Professional Financial Advisors, LLC
|
BUY
|
- |
935+ 10.47% |
$202K - $231K
|
9.86K
$2.41M
|
|
Nov 12, 2024
Q3 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
933New |
$201K - $230K
|
933
$228K
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
930New |
$200K - $230K
|
930
$227K
|
|
Nov 14, 2024
Q3 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
928New |
$200K - $229K
|
928
$226K
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
925+ 103.01% |
$199K - $228K
|
1.82K
$445K
|
|
Oct 07, 2024
Q3 2024
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
920New |
$198K - $227K
|
920
$224K
|
|
Nov 12, 2024
Q3 2024
|
Stokes Family Office, LLC
|
BUY
|
- |
920New |
$198K - $227K
|
920
$224K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
919+ 1.08% |
$198K - $227K
|
85.7K
$20.9M
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
919New |
$198K - $227K
|
919
$224K
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
917New |
$198K - $226K
|
917
$224K
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
917New |
$198K - $226K
|
917
$224K
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
915+ 31.13% |
$197K - $226K
|
3.85K
$940K
|
|
Nov 01, 2024
Q3 2024
|
Villere St Denis J & CO LLC
|
BUY
|
- |
914New |
$197K - $226K
|
914
$223K
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
911+ 22.27% |
$196K - $225K
|
5K
$1.22M
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
910New |
$196K - $225K
|
910
$222K
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
907New |
$196K - $224K
|
907
$221K
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
907New |
$196K - $224K
|
907
$221K
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
906New |
$195K - $224K
|
906
$221K
|
|
Oct 18, 2024
Q3 2024
|
R.P. Boggs & Co.
|
BUY
|
- |
905+ 1.28% |
$195K - $224K
|
71.7K
$17.5M
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
904New |
$195K - $223K
|
904
$221K
|
|
Nov 07, 2024
Q3 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
903+ 3.48% |
$195K - $223K
|
26.8K
$6.54M
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
902New |
$194K - $223K
|
902
$220K
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
900New |
$194K - $222K
|
900
$220K
|
|
Nov 18, 2024
Q3 2024
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
899New |
$194K - $222K
|
899
$219K
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
898New |
$194K - $222K
|
898
$219K
|
|
Oct 10, 2024
Q3 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
897+ 5.79% |
$193K - $222K
|
16.4K
$4M
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
897New |
$193K - $222K
|
897
$219K
|
|
Nov 14, 2024
Q3 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
897New |
$193K - $222K
|
897
$219K
|
|
Oct 09, 2024
Q3 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
895New |
$193K - $221K
|
895
$218K
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
895New |
$193K - $221K
|
895
$218K
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
893+ 42.36% |
$192K - $221K
|
3K
$732K
|
|
Nov 12, 2024
Q3 2024
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
892New |
$192K - $220K
|
892
$218K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
891+ 6.81% |
$192K - $220K
|
14K
$3.41M
|
|
Nov 14, 2024
Q3 2024
|
Credit Agricole S A
|
BUY
|
- |
891New |
$192K - $220K
|
891
$217K
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
890New |
$192K - $220K
|
890
$217K
|
|
Nov 07, 2024
Q3 2024
|
Schwallier Wealth Management LLC
Grand Rapids, MI |
BUY
|
- |
890New |
$192K - $220K
|
890
$217K
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
888New |
$191K - $219K
|
888
$217K
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
888+ 47.08% |
$191K - $219K
|
2.77K
$677K
|
|
Nov 12, 2024
Q3 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
884New |
$191K - $218K
|
884
$216K
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
884New |
$191K - $218K
|
884
$216K
|