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 15, 2023
Q4 2022
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
7.87KNew |
$1.19M - $1.34M
|
7.87K
$1.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
7.67KNew |
$1.16M - $1.3M
|
7.67K
$1.82M
|
|
|
Feb 10, 2023
Q4 2022
|
Good Life Advisors, LLC
|
BUY
|
- |
7.66K+ 25.9% |
$1.16M - $1.3M
|
37.2K
$8.85M
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
7.49KNew |
$1.13M - $1.27M
|
7.49K
$1.78M
|
|
|
Jan 23, 2023
Q4 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
7.46K+ 24.69% |
$1.13M - $1.27M
|
37.7K
$8.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
7.44K+ 1.39% |
$1.13M - $1.26M
|
544K
$129M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.4K+ 71.65% |
$1.12M - $1.26M
|
17.7K
$4.21M
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7.4K+ 71.65% |
$1.12M - $1.26M
|
17.7K
$4.21M
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
7.38K+ 20.97% |
$1.12M - $1.25M
|
42.6K
$10.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
7.08K+ 38.47% |
$1.07M - $1.2M
|
25.5K
$6.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.01K+ 6.03% |
$1.06M - $1.19M
|
123K
$29.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Square Group S, LLC
New York, NY |
BUY
|
- |
6.82KNew |
$1.03M - $1.16M
|
6.82K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
6.72K+ 9.42% |
$1.02M - $1.14M
|
78K
$18.5M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
6.64KNew |
$1.01M - $1.13M
|
6.64K
$1.58M
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
6.63K+ 87.96% |
$1M - $1.13M
|
14.2K
$3.37M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
6.6K+ 98.85% |
$999K - $1.12M
|
13.3K
$3.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
6.5K+ 246.49% |
$984K - $1.1M
|
9.14K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
6.48KNew |
$981K - $1.1M
|
6.48K
$1.54M
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
6.34KNew |
$959K - $1.07M
|
6.34K
$1.51M
|
|
|
Jan 23, 2023
Q4 2022
|
Bnc Wealth Management, LLC
|
BUY
|
- |
6.25K+ 215.71% |
$946K - $1.06M
|
9.14K
$2.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
6.11K+ 14.36% |
$925K - $1.04M
|
48.6K
$11.6M
|
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
6.08K+ 19.23% |
$920K - $1.03M
|
37.7K
$8.95M
|
|
|
Apr 24, 2023
Q4 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
6.07K+ 12.34% |
$920K - $1.03M
|
55.3K
$13.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.97K+ 17.86% |
$904K - $1.01M
|
39.4K
$9.36M
|
|
|
Jan 20, 2023
Q4 2022
|
Ls Investment Advisors, LLC
|
BUY
|
- |
5.97K+ 44.66% |
$903K - $1.01M
|
19.3K
$4.59M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
5.96K+ 29.25% |
$903K - $1.01M
|
26.3K
$6.26M
|
|
|
Feb 01, 2023
Q4 2022
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
5.86K+ 3.83% |
$888K - $995K
|
159K
$37.8M
|
|
|
Mar 30, 2023
Q4 2022
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
5.82KNew |
$881K - $987K
|
5.82K
$1.38M
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
5.73KNew |
$868K - $972K
|
5.73K
$1.36M
|
|
|
Feb 13, 2023
Q4 2022
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
5.63K+ 43.35% |
$853K - $956K
|
18.6K
$4.43M
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
5.5KNew |
$833K - $934K
|
5.5K
$1.31M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
5.49K+ 23.48% |
$832K - $932K
|
28.9K
$6.86M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
5.42K+ 24.93% |
$821K - $919K
|
27.2K
$6.45M
|
|
|
Jan 25, 2023
Q4 2022
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
5.36KNew |
$812K - $909K
|
5.36K
$1.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Hyman Charles D
|
BUY
|
- |
5.35K+ 23.22% |
$810K - $907K
|
28.4K
$6.74M
|
|
|
Jul 19, 2023
Q4 2022
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
5.33KNew |
$807K - $904K
|
5.33K
$1.27M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
5.32KNew |
$805K - $902K
|
5.32K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
5.29K+ 211.18% |
$801K - $898K
|
7.8K
$1.85M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
5.28K+ 13.98% |
$800K - $896K
|
43.1K
$10.2M
|
|
|
Feb 08, 2023
Q4 2022
|
L.M. Kohn & Company
|
BUY
|
- |
5.28K+ 371.83% |
$800K - $896K
|
6.7K
$1.59M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
BUY
|
- |
5.27K+ 1.35% |
$798K - $895K
|
397K
$94.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Medici Capital LLC
Newport Beach, CA |
BUY
|
- |
5KNew |
$757K - $848K
|
5K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
5KNew |
$757K - $848K
|
5K
$1.19M
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.96K+ 10.78% |
$751K - $841K
|
50.9K
$12.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
BUY
|
- |
4.88K+ 38.6% |
$740K - $828K
|
17.5K
$4.17M
|
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.85K+ 4.54% |
$734K - $822K
|
112K
$26.5M
|
|
|
Mar 28, 2023
Q4 2022
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
4.84K+ 71.37% |
$733K - $821K
|
11.6K
$2.76M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
4.82K+ 53.04% |
$730K - $817K
|
13.9K
$3.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
4.81K+ 34.79% |
$728K - $816K
|
18.6K
$4.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.79KNew |
$725K - $812K
|
4.79K
$1.14M
|