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 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.4K+ 5.44% |
$394K - $419K
|
46.5K
$11.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.4K+ 5.37% |
$393K - $418K
|
47K
$11.9M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.4K+ 53.27% |
$393K - $418K
|
6.89K
$1.75M
|
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
2.36K+ 5.13% |
$386K - $411K
|
48.3K
$12.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2.3KNew |
$377K - $401K
|
2.3K
$584K
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.26K+ 61.88% |
$371K - $395K
|
5.92K
$1.5M
|
|
|
Aug 05, 2022
Q4 2021
|
January Capital Advisors LLC
|
BUY
|
- |
2.26KNew |
$370K - $394K
|
2.26K
$574K
|
|
|
Feb 09, 2022
Q4 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
2.25K+ 112.84% |
$369K - $393K
|
4.24K
$1.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
2.25K+ 68.01% |
$369K - $392K
|
5.56K
$1.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
2.2KNew |
$361K - $384K
|
2.2K
$559K
|
|
|
Feb 15, 2022
Q4 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
2.19K+ 60.34% |
$359K - $382K
|
5.82K
$1.48M
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
2.18KNew |
$357K - $380K
|
2.18K
$554K
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2.18KNew |
$357K - $380K
|
2.18K
$553K
|
|
|
Feb 11, 2022
Q4 2021
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
2.17KNew |
$356K - $379K
|
2.17K
$551K
|
|
|
Feb 07, 2022
Q4 2021
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
2.16KNew |
$353K - $376K
|
2.16K
$548K
|
|
|
Feb 09, 2022
Q4 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
2.14KNew |
$351K - $374K
|
2.14K
$544K
|
|
|
Feb 11, 2022
Q4 2021
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
2.13KNew |
$348K - $371K
|
2.13K
$540K
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.08K+ 21.23% |
$340K - $362K
|
11.8K
$3.01M
|
|
|
Jan 19, 2022
Q4 2021
|
Guardian Financial Partners, LLC
|
BUY
|
- |
2.07KNew |
$340K - $362K
|
2.07K
$527K
|
|
|
Jan 31, 2022
Q4 2021
|
Olio Financial Planning
|
BUY
|
- |
2.07KNew |
$339K - $361K
|
2.07K
$525K
|
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.07K+ 46.81% |
$339K - $361K
|
6.49K
$1.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Barry Investment Advisors, LLC
|
BUY
|
- |
2.05K+ 2.87% |
$337K - $358K
|
73.6K
$18.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
BUY
|
- |
2.05KNew |
$337K - $358K
|
2.05K
$522K
|
|
|
Mar 03, 2022
Q4 2021
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.03KNew |
$333K - $355K
|
2.03K
$517K
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
2.03KNew |
$333K - $355K
|
2.03K
$517K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.03K+ 2.7% |
$332K - $354K
|
77.2K
$19.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
BUY
|
- |
2.02K+ 18.85% |
$331K - $353K
|
12.7K
$3.24M
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.99K+ 0.66% |
$327K - $348K
|
303K
$76.9M
|
|
|
Jan 31, 2022
Q4 2021
|
Allen Capital Group, LLC
|
BUY
|
- |
1.99KNew |
$326K - $347K
|
1.99K
$505K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.97KNew |
$322K - $343K
|
1.97K
$500K
|
|
|
Jan 31, 2022
Q4 2021
|
1900 Wealth Management LLC
|
BUY
|
- |
1.95KNew |
$320K - $341K
|
1.95K
$496K
|
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
1.95KNew |
$319K - $339K
|
1.95K
$494K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
1.94K+ 5.34% |
$318K - $339K
|
38.4K
$9.75M
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.92K+ 20.69% |
$314K - $335K
|
11.2K
$2.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
1.9K+ 73.08% |
$311K - $332K
|
4.5K
$1.14M
|
|
|
Jan 21, 2022
Q4 2021
|
Patton Fund Management, Inc.
|
BUY
|
- |
1.88K+ 12.51% |
$308K - $328K
|
16.9K
$4.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.87K+ 24.78% |
$307K - $326K
|
9.42K
$2.39M
|
|
|
Feb 11, 2022
Q4 2021
|
Cook Wealth Management Group LLC
Raleigh, NC |
BUY
|
- |
1.87KNew |
$307K - $326K
|
1.87K
$475K
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
1.87K+ 0.42% |
$306K - $326K
|
444K
$113M
|
|
|
Feb 08, 2022
Q4 2021
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.86K+ 8.65% |
$304K - $324K
|
23.3K
$5.93M
|
|
|
Feb 08, 2022
Q4 2021
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
1.85K+ 4.07% |
$303K - $322K
|
47.3K
$12M
|
|
|
Feb 14, 2022
Q4 2021
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
1.82K+ 19.78% |
$298K - $318K
|
11K
$2.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
1.82K+ 47.59% |
$298K - $317K
|
5.63K
$1.43M
|
|
|
Feb 07, 2022
Q4 2021
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
1.79KNew |
$293K - $312K
|
1.79K
$454K
|
|
|
Feb 09, 2022
Q4 2021
|
Sandhill Capital Partners LLC
Buffalo, NY |
BUY
|
- |
1.78KNew |
$291K - $310K
|
1.78K
$452K
|
|
|
Feb 01, 2022
Q4 2021
|
Washburn Capital Management, Inc.
|
BUY
|
- |
1.74KNew |
$284K - $303K
|
1.74K
$441K
|
|
|
Feb 11, 2022
Q4 2021
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
1.74K+ 3.16% |
$284K - $303K
|
56.6K
$14.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Amundi
Paris, I0 |
BUY
|
- |
1.73KNew |
$283K - $301K
|
1.73K
$438K
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.71K+ 3.04% |
$280K - $298K
|
57.8K
$14.7M
|
|
|
Aug 18, 2023
Q4 2021
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
1.7K+ 7.04% |
$278K - $296K
|
25.8K
$6.56M
|