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 10, 2023
Q4 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
4.5K+ 23.12% |
$682K - $764K
|
24K
$5.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.49K+ 199.38% |
$679K - $761K
|
6.74K
$1.6M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.48K+ 164.56% |
$678K - $759K
|
7.2K
$1.71M
|
|
|
Apr 25, 2024
Q4 2022
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
4.47K+ 111.42% |
$677K - $758K
|
8.48K
$2.02M
|
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.4KNew |
$666K - $746K
|
4.4K
$1.05M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
4.33K+ 26.93% |
$655K - $734K
|
20.4K
$4.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4.28K+ 12.2% |
$649K - $727K
|
39.4K
$9.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
4.25KNew |
$644K - $721K
|
4.25K
$1.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.19K+ 46.03% |
$634K - $710K
|
13.3K
$3.15M
|
|
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4.16KNew |
$630K - $705K
|
4.16K
$988K
|
|
|
Jan 23, 2023
Q4 2022
|
Geneva Partners, LLC
|
BUY
|
- |
4.11KNew |
$622K - $697K
|
4.11K
$977K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.1KNew |
$621K - $695K
|
4.1K
$974K
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
4.01KNew |
$607K - $680K
|
4.01K
$952K
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
BUY
|
- |
4K+ 1.58% |
$606K - $679K
|
257K
$61.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
3.97K+ 7.67% |
$602K - $674K
|
55.8K
$13.3M
|
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
3.93KNew |
$594K - $666K
|
3.93K
$933K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
3.92KNew |
$594K - $665K
|
3.92K
$932K
|
|
|
Feb 14, 2023
Q4 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
3.89KNew |
$590K - $661K
|
3.89K
$925K
|
|
|
Feb 02, 2024
Q4 2022
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
3.73KNew |
$565K - $633K
|
3.73K
$886K
|
|
|
Feb 14, 2023
Q4 2022
|
Mainstay Capital Management LLC
|
BUY
|
- |
3.72K+ 86.82% |
$564K - $632K
|
8.01K
$1.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
3.69K+ 3.04% |
$558K - $625K
|
125K
$29.7M
|
|
|
Oct 29, 2024
Q4 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
3.62K+ 39.49% |
$548K - $614K
|
12.8K
$3.04M
|
|
|
Feb 10, 2023
Q4 2022
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
3.59KNew |
$544K - $609K
|
3.59K
$854K
|
|
|
Feb 10, 2023
Q4 2022
|
J.Safra Asset Management Corp
|
BUY
|
- |
3.53KNew |
$535K - $599K
|
3.53K
$839K
|
|
|
Feb 14, 2023
Q4 2022
|
Ion Asset Management Ltd.
George Town, Grand Cayman, E9 |
BUY
|
- |
3.5K+ 2.56% |
$530K - $594K
|
140K
$33.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.45K+ 42.35% |
$523K - $586K
|
11.6K
$2.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.44K+ 5.7% |
$521K - $583K
|
63.7K
$15.1M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
3.44KNew |
$520K - $583K
|
3.44K
$816K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
3.43K+ 88.76% |
$519K - $581K
|
7.29K
$1.73M
|
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
3.42K+ 96.67% |
$519K - $581K
|
6.97K
$1.66M
|
|
|
Feb 09, 2023
Q4 2022
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
3.41KNew |
$516K - $578K
|
3.41K
$810K
|
|
|
Feb 14, 2023
Q4 2022
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
3.39KNew |
$513K - $575K
|
3.39K
$806K
|
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
3.37K+ 3.32% |
$510K - $571K
|
105K
$24.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
3.33KNew |
$504K - $564K
|
3.33K
$791K
|
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
BUY
|
- |
3.32K+ 110.97% |
$503K - $563K
|
6.31K
$1.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.32K+ 141.9% |
$503K - $563K
|
5.66K
$1.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Investments, LP
New York, NY |
BUY
|
- |
3.31KNew |
$501K - $562K
|
3.31K
$787K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.3K+ 84.28% |
$500K - $560K
|
7.22K
$1.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Ruffer LLP
|
BUY
|
- |
3.29KNew |
$499K - $559K
|
3.29K
$783K
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
BUY
|
- |
3.22KNew |
$488K - $547K
|
3.22K
$766K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
3.14KNew |
$476K - $533K
|
3.14K
$747K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.08K+ 20.41% |
$466K - $523K
|
18.2K
$4.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
3.08KNew |
$466K - $522K
|
3.08K
$731K
|
|
|
Jan 25, 2023
Q4 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
3.05KNew |
$461K - $517K
|
3.05K
$724K
|
|
|
Feb 10, 2023
Q4 2022
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
3.02KNew |
$457K - $512K
|
3.02K
$717K
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
3.01K+ 24.21% |
$456K - $511K
|
15.4K
$3.67M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
3.01K+ 24.21% |
$456K - $511K
|
15.4K
$3.67M
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
3KNew |
$455K - $509K
|
3K
$713K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
2.98K+ 58.39% |
$451K - $505K
|
8.07K
$1.92M
|
|
|
Jan 25, 2023
Q4 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.96K+ 10.66% |
$448K - $502K
|
30.7K
$7.3M
|