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 |
---|---|---|---|---|---|---|---|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-3.25KClosed |
$532K - $567K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Emfo, LLC
|
SELL
|
- |
-3.25K- 34.87% |
$533K - $567K
|
6.07K
$1.54M
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
SELL
|
- |
-3.27K- 2.52% |
$536K - $570K
|
127K
$32.2M
|
|
Feb 08, 2022
Q4 2021
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-3.29K- 16.17% |
$540K - $575K
|
17.1K
$4.34M
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-3.3K- 13.08% |
$541K - $576K
|
21.9K
$5.57M
|
|
Feb 08, 2022
Q4 2021
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-3.3K- 15.56% |
$541K - $576K
|
17.9K
$4.55M
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-3.32K- 72.85% |
$544K - $579K
|
1.24K
$314K
|
|
Jan 18, 2022
Q4 2021
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-3.41K- 89.44% |
$558K - $594K
|
402
$102K
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.44KClosed |
$563K - $600K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Meitav Dash Investments LTD
|
SELL
|
- |
-3.44KClosed |
$564K - $600K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-3.49K- 70.11% |
$572K - $609K
|
1.49K
$378K
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
SELL
|
- |
-3.5K- 41.47% |
$573K - $610K
|
4.93K
$1.25M
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-3.58K- 46.17% |
$587K - $625K
|
4.18K
$1.06M
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.64K- 3.21% |
$596K - $634K
|
110K
$27.9M
|
|
Feb 14, 2022
Q4 2021
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-3.77K- 15.02% |
$617K - $657K
|
21.3K
$5.41M
|
|
Feb 09, 2022
Q4 2021
|
Btg Pactual Global Asset Management LTD
New York, NY |
SELL
|
- |
-3.89KClosed |
$638K - $679K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-3.9K- 22.06% |
$639K - $681K
|
13.8K
$3.5M
|
|
Feb 08, 2022
Q4 2021
|
Briaud Financial Planning, Inc
College Station, TX |
SELL
|
- |
-3.93K- 0.7% |
$643K - $685K
|
558K
$142M
|
|
Feb 08, 2022
Q4 2021
|
B&D White Capital Company, LLC
|
SELL
|
- |
-3.98KClosed |
$652K - $694K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
S. Muoio & Co. LLC
New York, NY |
SELL
|
- |
-4KClosed |
$656K - $698K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-4.1K- 43.99% |
$672K - $715K
|
5.22K
$1.33M
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.18K- 11.81% |
$686K - $730K
|
31.3K
$7.94M
|
|
Jan 13, 2022
Q4 2021
|
Grassi Investment Management
|
SELL
|
- |
-4.2KClosed |
$688K - $733K
|
0
$0
|
|
Jan 21, 2022
Q4 2021
|
Shikiar Asset Management Inc
|
SELL
|
- |
-4.3K- 19.19% |
$705K - $750K
|
18.1K
$4.6M
|
|
Feb 03, 2022
Q4 2021
|
Leuthold Group, LLC
|
SELL
|
- |
-4.43K- 2.68% |
$726K - $773K
|
161K
$40.9M
|
|
Feb 10, 2022
Q4 2021
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-4.45KClosed |
$729K - $777K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-4.49K- 9.79% |
$736K - $783K
|
41.4K
$10.5M
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.5K- 3.66% |
$738K - $785K
|
119K
$30.1M
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-4.54K- 2.36% |
$744K - $792K
|
188K
$47.7M
|
|
Apr 06, 2023
Q4 2021
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-4.6K- 58.45% |
$754K - $803K
|
3.27K
$831K
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-4.61KClosed |
$755K - $804K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-4.86KClosed |
$797K - $848K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-4.9K- 37.56% |
$803K - $855K
|
8.15K
$2.07M
|
|
Jan 19, 2022
Q4 2021
|
Aevitas Wealth Management, Inc.
|
SELL
|
- |
-4.92K- 13.57% |
$806K - $858K
|
31.3K
$7.96M
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-4.99K- 4.82% |
$818K - $871K
|
98.5K
$25M
|
|
Feb 02, 2022
Q4 2021
|
Foster Group, Inc.
|
SELL
|
- |
-5K- 75.29% |
$819K - $872K
|
1.64K
$417K
|
|
Jan 20, 2022
Q4 2021
|
Lazard Freres Gestion S.A.S.
|
SELL
|
- |
-5KClosed |
$819K - $872K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-5.14K- 7.85% |
$843K - $898K
|
60.4K
$15.4M
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-5.15K- 16.98% |
$844K - $899K
|
25.2K
$6.4M
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-5.26KClosed |
$863K - $918K
|
0
$0
|
|
Feb 16, 2022
Q4 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-5.3K- 9.0% |
$869K - $925K
|
53.6K
$13.6M
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-5.72K- 4.55% |
$938K - $999K
|
120K
$30.5M
|
|
Feb 10, 2022
Q4 2021
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-5.75K- 19.92% |
$943K - $1M
|
23.1K
$5.87M
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-5.77K- 10.61% |
$945K - $1.01M
|
48.6K
$12.3M
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-5.85K- 4.73% |
$959K - $1.02M
|
118K
$29.9M
|
|
Feb 14, 2022
Q4 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-6.17K- 26.93% |
$1.01M - $1.08M
|
16.8K
$4.26M
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-6.18K- 47.88% |
$1.01M - $1.08M
|
6.72K
$1.71M
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-6.44K- 84.87% |
$1.05M - $1.12M
|
1.15K
$291K
|
|
Feb 09, 2022
Q4 2021
|
Blue Square Asset Management, LLC
New York, NY |
SELL
|
- |
-6.45KClosed |
$1.06M - $1.12M
|
0
$0
|
|
Jan 04, 2022
Q4 2021
|
Lvm Capital Management LTD
|
SELL
|
- |
-6.46K- 78.68% |
$1.06M - $1.13M
|
1.75K
$445K
|