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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
182New |
$27.6K - $30.9K
|
182
$43.2K
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
BUY
|
- |
181+ 1.62% |
$27.4K - $30.7K
|
11.4K
$2.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
178+ 2.77% |
$27K - $30.2K
|
6.6K
$1.57M
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
176+ 3.37% |
$26.7K - $29.9K
|
5.4K
$1.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
175+ 11.77% |
$26.5K - $29.7K
|
1.66K
$395K
|
|
|
Feb 15, 2023
Q4 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
175+ 8.17% |
$26.5K - $29.7K
|
2.32K
$551K
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
174+ 10.9% |
$26.4K - $29.5K
|
1.77K
$421K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
170+ 7.36% |
$25.7K - $28.8K
|
2.48K
$589K
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
170+ 0.47% |
$25.7K - $28.8K
|
36.7K
$8.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
165New |
$25K - $28K
|
165
$39.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
162+ 8.9% |
$24.5K - $27.5K
|
1.98K
$471K
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
157+ 7.82% |
$23.8K - $26.6K
|
2.16K
$514K
|
|
|
Feb 02, 2023
Q4 2022
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
155New |
$23.5K - $26.3K
|
155
$36.8K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
153+ 1.8% |
$23.2K - $26K
|
8.67K
$2.06M
|
|
|
Jan 17, 2023
Q4 2022
|
Compass Ion Advisors, LLC
|
BUY
|
- |
150+ 9.99% |
$22.7K - $25.5K
|
1.65K
$392K
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
150+ 0.41% |
$22.7K - $25.5K
|
37K
$8.79M
|
|
|
Feb 08, 2023
Q4 2022
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
150+ 1.42% |
$22.7K - $25.5K
|
10.7K
$2.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Covestor LTD
Boston, MA |
BUY
|
- |
150+ 35.71% |
$22.7K - $25.5K
|
570
$135K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
144+ 0.26% |
$21.8K - $24.4K
|
55.3K
$13.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
140+ 9.8% |
$21.2K - $23.8K
|
1.57K
$373K
|
|
|
Feb 09, 2023
Q4 2022
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
140+ 0.41% |
$21.2K - $23.8K
|
34.4K
$8.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
136+ 0.55% |
$20.6K - $23.1K
|
25.1K
$5.96M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
135+ 4.71% |
$20.4K - $22.9K
|
3K
$713K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
135+ 93.1% |
$20.4K - $22.9K
|
280
$66.5K
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
134+ 5.97% |
$20.3K - $22.7K
|
2.38K
$565K
|
|
|
Jan 31, 2023
Q4 2022
|
Terril Brothers, Inc.
|
BUY
|
- |
134+ 4.84% |
$20.3K - $22.7K
|
2.9K
$690K
|
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
134New |
$20.3K - $22.7K
|
134
$31.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
131+ 0.73% |
$19.8K - $22.2K
|
18K
$4.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
130+ 4.86% |
$19.7K - $22.1K
|
2.81K
$667K
|
|
|
Jan 25, 2023
Q4 2022
|
First American Trust, Fsb
|
BUY
|
- |
126+ 9.44% |
$19.1K - $21.4K
|
1.46K
$347K
|
|
|
Jan 25, 2023
Q4 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
125+ 1.75% |
$18.9K - $21.2K
|
7.25K
$1.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Tamar Securities, LLC
|
BUY
|
- |
122+ 0.64% |
$18.5K - $20.7K
|
19.2K
$4.57M
|
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
120+ 0.78% |
$18.2K - $20.4K
|
15.6K
$3.71M
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
120+ 2.13% |
$18.2K - $20.4K
|
5.76K
$1.37M
|
|
|
Jan 19, 2023
Q4 2022
|
Nvest Financial, LLC
|
BUY
|
- |
119+ 0.68% |
$18K - $20.2K
|
17.7K
$4.2M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
114+ 0.75% |
$17.3K - $19.3K
|
15.3K
$3.64M
|
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
BUY
|
- |
113+ 3.06% |
$17.1K - $19.2K
|
3.81K
$904K
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
BUY
|
- |
110+ 3.61% |
$16.7K - $18.7K
|
3.16K
$751K
|
|
|
Jan 18, 2023
Q4 2022
|
Godsey & Gibb Associates
|
BUY
|
- |
109New |
$16.5K - $18.5K
|
109
$25.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
109+ 5.91% |
$16.5K - $18.5K
|
1.95K
$464K
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
105+ 2.02% |
$15.9K - $17.8K
|
5.31K
$1.26M
|
|
|
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
104+ 0.31% |
$15.8K - $17.6K
|
33.9K
$8.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
102+ 3.33% |
$15.4K - $17.3K
|
3.17K
$753K
|
|
|
Feb 13, 2023
Q4 2022
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
101+ 3.37% |
$15.3K - $17.1K
|
3.1K
$737K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
100New |
$15.1K - $17K
|
100
$23.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
100+ 9.86% |
$15.1K - $17K
|
1.11K
$265K
|
|
|
Jan 24, 2023
Q4 2022
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
100+ 6.67% |
$15.1K - $17K
|
1.6K
$380K
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
100+ 5.3% |
$15.1K - $17K
|
1.99K
$472K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
100+ 4.17% |
$15.1K - $17K
|
2.5K
$594K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
100New |
$15.1K - $17K
|
100
$23.8K
|