Purchases and Sales Made in Q4 2021 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2022
Q4 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-41- 0.85% |
$6.72K - $7.15K
|
4.8K
$1.22M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-41- 1.38% |
$6.72K - $7.15K
|
2.92K
$742K
|
|
|
Feb 15, 2022
Q4 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-42- 2.23% |
$6.88K - $7.33K
|
1.84K
$469K
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
SELL
|
- |
-44- 0.96% |
$7.21K - $7.68K
|
4.55K
$1.16M
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
SELL
|
- |
-45- 1.19% |
$7.38K - $7.85K
|
3.73K
$948K
|
|
|
Sep 07, 2023
Q4 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-45- 2.6% |
$7.38K - $7.85K
|
1.69K
$429K
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-46- 2.57% |
$7.54K - $8.03K
|
1.74K
$442K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
SELL
|
- |
-47- 1.12% |
$7.7K - $8.2K
|
4.16K
$1.06M
|
|
|
Feb 01, 2022
Q4 2021
|
Field & Main Bank
|
SELL
|
- |
-50- 16.13% |
$8.2K - $8.73K
|
260
$66.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Inverness Counsel LLC
|
SELL
|
- |
-50- 0.38% |
$8.2K - $8.73K
|
13.1K
$3.33M
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
SELL
|
- |
-50- 1.58% |
$8.2K - $8.73K
|
3.12K
$794K
|
|
|
Jan 31, 2022
Q4 2021
|
Bourgeon Capital Management LLC
|
SELL
|
- |
-50- 1.18% |
$8.2K - $8.73K
|
4.18K
$1.06M
|
|
|
Jan 27, 2022
Q4 2021
|
Bernardo Wealth Planning LLC
|
SELL
|
- |
-50- 3.37% |
$8.2K - $8.73K
|
1.43K
$364K
|
|
|
Mar 10, 2022
Q4 2021
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-50- 2.4% |
$8.2K - $8.73K
|
2.04K
$517K
|
|
|
Jan 31, 2022
Q4 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-50- 50.0% |
$8.2K - $8.73K
|
50
$12.7K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-50- 13.48% |
$8.2K - $8.73K
|
321
$81.6K
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-55- 3.53% |
$9.02K - $9.6K
|
1.5K
$381K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
SELL
|
- |
-55Closed |
$9.02K - $9.6K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-56- 0.16% |
$9.18K - $9.77K
|
34K
$8.63M
|
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-56- 2.11% |
$9.18K - $9.77K
|
2.6K
$661K
|
|
|
Feb 16, 2022
Q4 2021
|
Investment Management Associates Inc
|
SELL
|
- |
-56- 3.28% |
$9.18K - $9.77K
|
1.65K
$419K
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
SELL
|
- |
-57- 1.05% |
$9.34K - $9.95K
|
5.38K
$1.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-60- 3.57% |
$9.84K - $10.5K
|
1.62K
$412K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
SELL
|
- |
-60- 3.42% |
$9.84K - $10.5K
|
1.69K
$430K
|
|
|
Jan 31, 2022
Q4 2021
|
Opus Capital Group, LLC
|
SELL
|
- |
-60- 4.42% |
$9.84K - $10.5K
|
1.3K
$330K
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
SELL
|
- |
-60- 1.55% |
$9.84K - $10.5K
|
3.81K
$968K
|
|
|
Jan 14, 2022
Q4 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-61- 2.0% |
$10K - $10.6K
|
3K
$761K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-64- 3.36% |
$10.5K - $11.2K
|
1.84K
$468K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-65- 1.71% |
$10.7K - $11.3K
|
3.73K
$948K
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-66- 4.24% |
$10.8K - $11.5K
|
1.49K
$379K
|
|
|
Jan 14, 2022
Q4 2021
|
Cambridge Advisors Inc.
|
SELL
|
- |
-67- 0.91% |
$11K - $11.7K
|
7.3K
$1.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
SELL
|
- |
-70- 6.09% |
$11.5K - $12.2K
|
1.08K
$274K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-70- 1.4% |
$11.5K - $12.2K
|
4.94K
$1.26M
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
SELL
|
- |
-71- 5.55% |
$11.6K - $12.4K
|
1.21K
$307K
|
|
|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-73- 3.04% |
$12K - $12.7K
|
2.33K
$591K
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-74- 1.64% |
$12.1K - $12.9K
|
4.44K
$1.13M
|
|
|
May 09, 2023
Q4 2021
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-74- 6.23% |
$12.1K - $12.9K
|
1.11K
$283K
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
SELL
|
- |
-75- 2.55% |
$12.3K - $13.1K
|
2.87K
$729K
|
|
|
Feb 10, 2022
Q4 2021
|
Portland Global Advisors LLC
|
SELL
|
- |
-76- 3.21% |
$12.5K - $13.3K
|
2.29K
$582K
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
SELL
|
- |
-77- 17.11% |
$12.6K - $13.4K
|
373
$94.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-79- 88.76% |
$12.9K - $13.8K
|
10
$2.54K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
SELL
|
- |
-80- 6.21% |
$13.1K - $14K
|
1.21K
$307K
|
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-82- 6.33% |
$13.4K - $14.3K
|
1.21K
$308K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
SELL
|
- |
-83- 20.85% |
$13.6K - $14.5K
|
315
$80K
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-84Closed |
$13.8K - $14.7K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-85- 4.41% |
$13.9K - $14.8K
|
1.84K
$468K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-85- 1.07% |
$13.9K - $14.8K
|
7.86K
$2M
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-88- 0.13% |
$14.4K - $15.4K
|
68.4K
$17.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-90- 6.16% |
$14.8K - $15.7K
|
1.37K
$348K
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-91- 0.38% |
$14.9K - $15.9K
|
24K
$6.09M
|