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 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
35+ 1.62% |
$5.3K - $5.94K
|
2.19K
$520K
|
|
|
Feb 27, 2023
Q4 2022
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
35+ 0.77% |
$5.3K - $5.94K
|
4.57K
$1.09M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
BUY
|
- |
34+ 0.98% |
$5.15K - $5.77K
|
3.51K
$835K
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
32+ 1.53% |
$4.85K - $5.43K
|
2.13K
$505K
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
32New |
$4.85K - $5.43K
|
32
$7.6K
|
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
BUY
|
- |
30New |
$4.54K - $5.09K
|
30
$7.13K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
30+ 0.55% |
$4.54K - $5.09K
|
5.49K
$1.3M
|
|
|
Jan 30, 2023
Q4 2022
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
30+ 1.92% |
$4.54K - $5.09K
|
1.6K
$379K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
30New |
$4.54K - $5.09K
|
30
$7.13K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
29+ 1.15% |
$4.39K - $4.92K
|
2.56K
$607K
|
|
|
Jan 30, 2023
Q4 2022
|
Narwhal Capital Management
|
BUY
|
- |
28+ 0.13% |
$4.24K - $4.75K
|
22.3K
$5.31M
|
|
|
Jan 13, 2023
Q4 2022
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
27+ 0.59% |
$4.09K - $4.58K
|
4.64K
$1.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
26+ 0.37% |
$3.94K - $4.41K
|
7.01K
$1.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
25New |
$3.79K - $4.24K
|
25
$5.94K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
24+ 1.9% |
$3.63K - $4.07K
|
1.29K
$307K
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
23+ 1.49% |
$3.48K - $3.9K
|
1.57K
$373K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
18+ 0.26% |
$2.73K - $3.05K
|
7.06K
$1.68M
|
|
|
Jan 20, 2023
Q4 2022
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
17+ 54.84% |
$2.57K - $2.88K
|
48
$11.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
17+ 0.42% |
$2.57K - $2.88K
|
4.09K
$972K
|
|
|
Jan 11, 2023
Q4 2022
|
Old Port Advisors
|
BUY
|
- |
15+ 0.51% |
$2.27K - $2.55K
|
2.94K
$698K
|
|
|
Jan 27, 2023
Q4 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
15+ 0.15% |
$2.27K - $2.55K
|
9.93K
$2.36M
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
15+ 9.68% |
$2.27K - $2.55K
|
170
$40.4K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
11+ 100.0% |
$1.67K - $1.87K
|
22
$5.23K
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
10+ 0.91% |
$1.51K - $1.7K
|
1.11K
$263K
|
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.38% |
$1.51K - $1.7K
|
2.62K
$623K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
10+ 0.48% |
$1.51K - $1.7K
|
2.1K
$498K
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
9+ 0.19% |
$1.36K - $1.53K
|
4.8K
$1.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
9+ 0.25% |
$1.36K - $1.53K
|
3.68K
$875K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
7+ 0.18% |
$1.06K - $1.19K
|
3.85K
$915K
|
|
|
Jan 23, 2023
Q4 2022
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.04% |
$909 - $1.02K
|
15.4K
$3.67M
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
4New |
$606 - $679
|
4
$951
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2+ 1.33% |
$303 - $339
|
152
$36.1K
|
|
|
Feb 08, 2023
Q4 2022
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
1+ 0.03% |
$151 - $170
|
3.33K
$791K
|
|
|
Feb 13, 2023
Q4 2022
|
ETF Store, Inc.
|
SELL
|
- |
-1- 0.06% |
$151 - $170
|
1.57K
$374K
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1- 0.06% |
$151 - $170
|
1.72K
$409K
|
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
SELL
|
- |
-2- 0.06% |
$303 - $339
|
3.51K
$834K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-2- 0.26% |
$303 - $339
|
767
$182K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-2- 2.2% |
$303 - $339
|
89
$21.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-3- 0.06% |
$454 - $509
|
5.25K
$1.25M
|
|
|
Feb 06, 2023
Q4 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-3- 0.14% |
$454 - $509
|
2.17K
$515K
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-4- 0.03% |
$606 - $679
|
14.4K
$3.43M
|
|
|
Feb 10, 2023
Q4 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4- 0.2% |
$606 - $679
|
2.01K
$477K
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
SELL
|
- |
-5- 0.16% |
$757 - $848
|
3.1K
$736K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-5- 0.81% |
$757 - $848
|
610
$145K
|
|
|
Feb 14, 2023
Q4 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-5- 0.09% |
$757 - $848
|
5.43K
$1.29M
|
|
|
Jan 17, 2023
Q4 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-6- 12.0% |
$909 - $1.02K
|
44
$10.5K
|
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
SELL
|
- |
-6- 0.19% |
$909 - $1.02K
|
3.15K
$749K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-6- 0.66% |
$909 - $1.02K
|
900
$214K
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-6- 0.12% |
$909 - $1.02K
|
5.01K
$1.19M
|
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-7- 0.16% |
$1.06K - $1.19K
|
4.31K
$1.02M
|