Purchases and Sales Made in Q4 2022 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q4 2022. 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 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
382+ 9.38% |
$57.9K - $64.8K
|
4.45K
$1.06M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
374+ 16.36% |
$56.6K - $63.5K
|
2.66K
$632K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
373New |
$56.5K - $63.3K
|
373
$88.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
370+ 4.69% |
$56K - $62.8K
|
8.27K
$1.96M
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
369+ 1.91% |
$55.9K - $62.6K
|
19.7K
$4.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
363+ 11.11% |
$55K - $61.6K
|
3.63K
$863K
|
|
|
Feb 17, 2023
Q4 2022
|
Compass Wealth Management LLC
Guilford, CT |
BUY
|
- |
361New |
$54.7K - $61.3K
|
361
$85.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Comerica Securities,Inc.
|
BUY
|
- |
360+ 1.28% |
$54.5K - $61.1K
|
28.5K
$6.76M
|
|
|
Jan 19, 2023
Q4 2022
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
354+ 10.92% |
$53.6K - $60.1K
|
3.6K
$854K
|
|
|
Jan 03, 2023
Q4 2022
|
Lvm Capital Management LTD
|
BUY
|
- |
350+ 10.94% |
$53K - $59.4K
|
3.55K
$844K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
336New |
$50.9K - $57K
|
336
$79.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Point72 Middle East Fze
Stamford, CT |
BUY
|
- |
335New |
$50.7K - $56.8K
|
335
$79.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
333+ 2.05% |
$50.4K - $56.5K
|
16.5K
$3.93M
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
331+ 19.46% |
$50.1K - $56.2K
|
2.03K
$483K
|
|
|
Feb 14, 2023
Q4 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
325+ 5.34% |
$49.2K - $55.1K
|
6.41K
$1.52M
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
323+ 1.69% |
$48.9K - $54.8K
|
19.4K
$4.62M
|
|
|
Jan 24, 2023
Q4 2022
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
323+ 17.84% |
$48.9K - $54.8K
|
2.13K
$507K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
319+ 2.06% |
$48.3K - $54.1K
|
15.8K
$3.76M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
317+ 1.16% |
$48K - $53.8K
|
27.7K
$6.58M
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
314+ 1.43% |
$47.6K - $53.3K
|
22.2K
$5.28M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
311+ 3.72% |
$47.1K - $52.8K
|
8.67K
$2.06M
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
303+ 2.02% |
$45.9K - $51.4K
|
15.3K
$3.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Riverpoint Wealth Management Holdings, LLC
|
BUY
|
- |
300New |
$45.4K - $50.9K
|
300
$71.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
300+ 16.95% |
$45.4K - $50.9K
|
2.07K
$492K
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
295+ 16.19% |
$44.7K - $50.1K
|
2.12K
$503K
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
291+ 5.56% |
$44.1K - $49.4K
|
5.52K
$1.31M
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
287+ 46.44% |
$43.5K - $48.7K
|
905
$215K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
286+ 1.74% |
$43.3K - $48.5K
|
16.7K
$3.97M
|
|
|
Jan 20, 2023
Q4 2022
|
Shearwater Capital LLC
|
BUY
|
- |
285+ 5.24% |
$43.2K - $48.4K
|
5.73K
$1.36M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
284+ 16.17% |
$43K - $48.2K
|
2.04K
$485K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
272+ 28.19% |
$41.2K - $46.2K
|
1.24K
$294K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
265+ 2.94% |
$40.1K - $45K
|
9.27K
$2.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
253+ 10.03% |
$38.3K - $42.9K
|
2.78K
$660K
|
|
|
Jan 03, 2023
Q4 2022
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
248+ 0.68% |
$37.6K - $42.1K
|
36.8K
$8.74M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
237New |
$35.9K - $40.2K
|
237
$56.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
237+ 5.88% |
$35.9K - $40.2K
|
4.27K
$1.01M
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
235New |
$35.6K - $39.9K
|
235
$55.8K
|
|
|
Feb 06, 2023
Q4 2022
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
232+ 1.82% |
$35.1K - $39.4K
|
13K
$3.09M
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
231+ 4.33% |
$35K - $39.2K
|
5.56K
$1.32M
|
|
|
Feb 02, 2023
Q4 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
230+ 2.31% |
$34.8K - $39K
|
10.2K
$2.42M
|
|
|
Dec 05, 2023
Q4 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
228+ 4.67% |
$34.5K - $38.7K
|
5.11K
$1.21M
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
220+ 4.3% |
$33.3K - $37.3K
|
5.33K
$1.27M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
207+ 6.07% |
$31.4K - $35.1K
|
3.62K
$860K
|
|
|
Feb 15, 2023
Q4 2022
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
205+ 13.81% |
$31K - $34.8K
|
1.69K
$401K
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
200New |
$30.3K - $33.9K
|
200
$47.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
200+ 1.87% |
$30.3K - $33.9K
|
10.9K
$2.58M
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
200New |
$30.3K - $33.9K
|
200
$47.5K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
200+ 1.79% |
$30.3K - $33.9K
|
11.4K
$2.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
199+ 4.91% |
$30.1K - $33.8K
|
4.25K
$1.01M
|
|
|
Feb 10, 2023
Q4 2022
|
Wescap Management Group, Inc.
Glendale, CA |
BUY
|
- |
187+ 2.76% |
$28.3K - $31.7K
|
6.96K
$1.65M
|