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 10, 2024
Q3 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
44+ 3.22% |
$9.48K - $10.9K
|
1.41K
$358K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
44+ 1.38% |
$9.48K - $10.9K
|
3.24K
$824K
|
|
|
Nov 13, 2024
Q3 2024
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
44+ 0.08% |
$9.48K - $10.9K
|
51.9K
$13.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
43+ 1.11% |
$9.27K - $10.6K
|
3.93K
$999K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
43+ 9.82% |
$9.27K - $10.6K
|
481
$122K
|
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
43+ 1.88% |
$9.27K - $10.6K
|
2.33K
$591K
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
42+ 1.75% |
$9.05K - $10.4K
|
2.45K
$621K
|
|
|
Oct 03, 2024
Q3 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
41+ 1.19% |
$8.84K - $10.1K
|
3.49K
$887K
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
41+ 3.5% |
$8.84K - $10.1K
|
1.21K
$308K
|
|
|
Oct 22, 2024
Q3 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
40+ 0.98% |
$8.62K - $9.88K
|
4.12K
$1.05M
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
38+ 15.08% |
$8.19K - $9.39K
|
290
$73.7K
|
|
|
Oct 28, 2024
Q3 2024
|
Austin Wealth Management, LLC
Austin, TX |
BUY
|
- |
36+ 0.48% |
$7.76K - $8.89K
|
7.58K
$1.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
35+ 5.91% |
$7.54K - $8.64K
|
627
$159K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
35+ 2.46% |
$7.54K - $8.64K
|
1.46K
$371K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
33+ 5.23% |
$7.11K - $8.15K
|
664
$169K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
33+ 1.31% |
$7.11K - $8.15K
|
2.56K
$651K
|
|
|
Jan 16, 2025
Q3 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
33+ 1.9% |
$7.11K - $8.15K
|
1.77K
$449K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
32+ 2.09% |
$6.9K - $7.9K
|
1.57K
$398K
|
|
|
Nov 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
30+ 1.21% |
$6.47K - $7.41K
|
2.5K
$636K
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
30New |
$6.47K - $7.41K
|
30
$7.62K
|
|
|
Nov 13, 2024
Q3 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
30+ 0.96% |
$6.47K - $7.41K
|
3.15K
$801K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
28+ 1.96% |
$6.04K - $6.92K
|
1.46K
$370K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
27+ 0.69% |
$5.82K - $6.67K
|
3.95K
$1M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
27+ 0.5% |
$5.82K - $6.67K
|
5.44K
$1.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
26+ 2.03% |
$5.6K - $6.42K
|
1.31K
$333K
|
|
|
Nov 13, 2024
Q3 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
26+ 1.49% |
$5.6K - $6.42K
|
1.78K
$451K
|
|
|
Oct 08, 2024
Q3 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
25+ 0.52% |
$5.39K - $6.17K
|
4.84K
$1.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
25+ 4.74% |
$5.39K - $6.17K
|
552
$140K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Effects LLC
|
BUY
|
- |
25+ 1.26% |
$5.39K - $6.17K
|
2.01K
$511K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
25+ 0.26% |
$5.39K - $6.17K
|
9.61K
$2.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
25+ 2.39% |
$5.39K - $6.17K
|
1.07K
$272K
|
|
|
Nov 07, 2024
Q3 2024
|
Ciovacco Capital Management LLC
Atlanta, GA |
BUY
|
- |
25+ 0.19% |
$5.39K - $6.17K
|
12.9K
$3.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
25+ 0.52% |
$5.39K - $6.17K
|
4.87K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
25+ 0.22% |
$5.39K - $6.17K
|
11.2K
$2.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
22+ 0.61% |
$4.74K - $5.43K
|
3.63K
$921K
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
21+ 1.14% |
$4.53K - $5.19K
|
1.87K
$474K
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
21+ 0.57% |
$4.53K - $5.19K
|
3.71K
$943K
|
|
|
Oct 08, 2024
Q3 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
20New |
$4.31K - $4.94K
|
20
$5.08K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
20+ 0.15% |
$4.31K - $4.94K
|
13K
$3.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
20+ 1.33% |
$4.31K - $4.94K
|
1.52K
$386K
|
|
|
Nov 04, 2024
Q3 2024
|
Terril Brothers, Inc.
|
BUY
|
- |
20+ 0.66% |
$4.31K - $4.94K
|
3.04K
$773K
|
|
|
Nov 12, 2024
Q3 2024
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
20+ 0.18% |
$4.31K - $4.94K
|
11.2K
$2.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
20+ 2.77% |
$4.31K - $4.94K
|
741
$188K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
20+ 0.88% |
$4.31K - $4.94K
|
2.29K
$581K
|
|
|
Jan 15, 2025
Q3 2024
|
Pflug Koory, LLC
|
BUY
|
- |
20+ 44.44% |
$4.31K - $4.94K
|
65
$16.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
19+ 0.69% |
$4.1K - $4.69K
|
2.78K
$706K
|
|
|
Oct 22, 2024
Q3 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
19+ 32.76% |
$4.1K - $4.69K
|
77
$19.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
19+ 1.04% |
$4.1K - $4.69K
|
1.85K
$470K
|
|
|
Oct 24, 2024
Q3 2024
|
Papp L Roy & Associates
|
BUY
|
- |
18+ 0.89% |
$3.88K - $4.45K
|
2.04K
$518K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
17+ 0.52% |
$3.66K - $4.2K
|
3.27K
$830K
|