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 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.35K+ 79.35% |
$204K - $229K
|
3.05K
$725K
|
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.35KNew |
$204K - $228K
|
1.35K
$320K
|
|
|
Feb 13, 2023
Q4 2022
|
Andrews, Lucia Wealth Management LLC
|
BUY
|
- |
1.34KNew |
$203K - $227K
|
1.34K
$318K
|
|
|
Feb 10, 2023
Q4 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
1.34KNew |
$202K - $227K
|
1.34K
$317K
|
|
|
Feb 10, 2023
Q4 2022
|
Aegis Financial Corp
Mc Lean, VA |
BUY
|
- |
1.33KNew |
$201K - $225K
|
1.33K
$315K
|
|
|
Jan 03, 2023
Q4 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
1.32KNew |
$200K - $224K
|
1.32K
$314K
|
|
|
Jan 23, 2023
Q4 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
1.31KNew |
$199K - $223K
|
1.31K
$312K
|
|
|
Feb 13, 2023
Q4 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
1.31KNew |
$198K - $222K
|
1.31K
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
Herold Advisors, Inc.
|
BUY
|
- |
1.3K+ 33.29% |
$197K - $221K
|
5.21K
$1.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Cypress Capital Group
|
BUY
|
- |
1.3KNew |
$196K - $220K
|
1.3K
$308K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.29KNew |
$196K - $220K
|
1.29K
$307K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1.29K+ 23.15% |
$196K - $219K
|
6.87K
$1.63M
|
|
|
Feb 13, 2023
Q4 2022
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
1.29KNew |
$195K - $218K
|
1.29K
$306K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.29K+ 62.08% |
$195K - $218K
|
3.36K
$797K
|
|
|
Jan 27, 2023
Q4 2022
|
Clarus Group, Inc.
|
BUY
|
- |
1.29KNew |
$195K - $218K
|
1.29K
$305K
|
|
|
Jan 27, 2023
Q4 2022
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
1.28KNew |
$194K - $217K
|
1.28K
$304K
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
1.28KNew |
$193K - $217K
|
1.28K
$303K
|
|
|
Feb 13, 2023
Q4 2022
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
1.27KNew |
$192K - $215K
|
1.27K
$302K
|
|
|
Feb 14, 2023
Q4 2022
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.27KNew |
$192K - $215K
|
1.27K
$301K
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
BUY
|
- |
1.27KNew |
$192K - $215K
|
1.27K
$301K
|
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.26KNew |
$191K - $214K
|
1.26K
$299K
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.25KNew |
$190K - $213K
|
1.25K
$298K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.25KNew |
$189K - $212K
|
1.25K
$297K
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.25KNew |
$189K - $212K
|
1.25K
$296K
|
|
|
Feb 06, 2023
Q4 2022
|
Amarillo National Bank
|
BUY
|
- |
1.25KNew |
$189K - $211K
|
1.25K
$296K
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1.24KNew |
$188K - $210K
|
1.24K
$295K
|
|
|
Feb 13, 2023
Q4 2022
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
1.24KNew |
$188K - $210K
|
1.24K
$295K
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
1.22KNew |
$185K - $207K
|
1.22K
$290K
|
|
|
Feb 28, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
1.22KNew |
$185K - $207K
|
1.22K
$290K
|
|
|
Jan 27, 2023
Q4 2022
|
Ade, LLC
|
BUY
|
- |
1.22KNew |
$184K - $206K
|
1.22K
$289K
|
|
|
Feb 13, 2023
Q4 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.22KNew |
$184K - $206K
|
1.22K
$289K
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
1.21KNew |
$184K - $206K
|
1.21K
$288K
|
|
|
Jan 31, 2023
Q4 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1.21KNew |
$182K - $204K
|
1.21K
$286K
|
|
|
Feb 10, 2023
Q4 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
1.2KNew |
$182K - $204K
|
1.2K
$286K
|
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.2KNew |
$182K - $204K
|
1.2K
$286K
|
|
|
Feb 03, 2023
Q4 2022
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
1.2KNew |
$182K - $204K
|
1.2K
$286K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
1.2KNew |
$182K - $204K
|
1.2K
$285K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
1.2K+ 55.56% |
$182K - $204K
|
3.36K
$798K
|
|
|
Feb 14, 2023
Q4 2022
|
Alethea Capital Management, LLC
San Diego, CA |
BUY
|
- |
1.2KNew |
$182K - $204K
|
1.2K
$285K
|
|
|
Jan 27, 2023
Q4 2022
|
Regal Wealth Group, Inc.
|
BUY
|
- |
1.19KNew |
$181K - $202K
|
1.19K
$283K
|
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
1.19KNew |
$181K - $202K
|
1.19K
$283K
|
|
|
Feb 08, 2023
Q4 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.19KNew |
$180K - $202K
|
1.19K
$283K
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1.19KNew |
$180K - $201K
|
1.19K
$282K
|
|
|
Jan 30, 2023
Q4 2022
|
Moneywise, Inc.
|
BUY
|
- |
1.19KNew |
$180K - $201K
|
1.19K
$282K
|
|
|
Jan 25, 2023
Q4 2022
|
James Hambro & Partners
|
BUY
|
- |
1.18K+ 1.1% |
$179K - $200K
|
108K
$25.8M
|
|
|
Feb 01, 2023
Q4 2022
|
Keystone Financial Services
|
BUY
|
- |
1.17KNew |
$177K - $198K
|
1.17K
$277K
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.14K+ 41.5% |
$173K - $194K
|
3.89K
$925K
|
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.11K+ 17.42% |
$168K - $188K
|
7.48K
$1.78M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.1K+ 40.75% |
$166K - $186K
|
3.79K
$900K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
1.1KNew |
$166K - $186K
|
1.1K
$260K
|