Purchases and Sales Made in Q4 2023 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q4 2023. 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, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.09K+ 8.2% |
$184K - $210K
|
14.4K
$3.55M
|
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.09KNew |
$184K - $210K
|
1.09K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.09KNew |
$184K - $210K
|
1.09K
$268K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1.09KNew |
$183K - $209K
|
1.09K
$268K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.08KNew |
$183K - $209K
|
1.08K
$267K
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
1.08KNew |
$183K - $209K
|
1.08K
$267K
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
1.08KNew |
$183K - $208K
|
1.08K
$267K
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
1.08KNew |
$182K - $207K
|
1.08K
$265K
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.07K+ 83.42% |
$181K - $206K
|
2.36K
$581K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.07KNew |
$181K - $206K
|
1.07K
$264K
|
|
|
Feb 13, 2024
Q4 2023
|
Middleton & CO Inc
|
BUY
|
- |
1.07KNew |
$181K - $206K
|
1.07K
$264K
|
|
|
Jan 05, 2024
Q4 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
1.07K+ 41.68% |
$180K - $205K
|
3.63K
$895K
|
|
|
Feb 06, 2024
Q4 2023
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.07KNew |
$180K - $205K
|
1.07K
$263K
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.07K+ 16.46% |
$180K - $205K
|
7.54K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
1.07K+ 3.29% |
$180K - $205K
|
33.4K
$8.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.06K+ 7.42% |
$180K - $205K
|
15.4K
$3.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.06KNew |
$179K - $204K
|
1.06K
$262K
|
|
|
Feb 13, 2024
Q4 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1.06K+ 3.42% |
$179K - $204K
|
32.1K
$7.92M
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.06K+ 53.78% |
$179K - $204K
|
3.03K
$748K
|
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.06KNew |
$179K - $204K
|
1.06K
$261K
|
|
|
Feb 08, 2024
Q4 2023
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
1.06KNew |
$178K - $203K
|
1.06K
$260K
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.05KNew |
$178K - $203K
|
1.05K
$259K
|
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.05KNew |
$177K - $202K
|
1.05K
$259K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.04K+ 6.06% |
$175K - $200K
|
18.2K
$4.48M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.04K+ 6.5% |
$175K - $200K
|
17K
$4.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.03KNew |
$174K - $199K
|
1.03K
$254K
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
1.03K+ 8.76% |
$174K - $198K
|
12.8K
$3.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.02K+ 28.34% |
$171K - $195K
|
4.6K
$1.13M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.01K+ 1.69% |
$171K - $195K
|
60.8K
$15M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
1K+ 57.63% |
$169K - $193K
|
2.74K
$675K
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
1K+ 1.32% |
$169K - $193K
|
76.7K
$18.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
990+ 1.47% |
$167K - $191K
|
68.4K
$16.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
968+ 29.18% |
$163K - $186K
|
4.29K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
956+ 51.96% |
$161K - $184K
|
2.8K
$690K
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
954+ 29.61% |
$161K - $184K
|
4.18K
$1.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
952+ 46.64% |
$161K - $183K
|
2.99K
$738K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
948+ 9.6% |
$160K - $183K
|
10.8K
$2.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
944+ 2.72% |
$159K - $182K
|
35.6K
$8.79M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
935+ 125.17% |
$158K - $180K
|
1.68K
$415K
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
931+ 51.9% |
$157K - $179K
|
2.73K
$672K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
913+ 33.75% |
$154K - $176K
|
3.62K
$892K
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
894+ 5.74% |
$151K - $172K
|
16.5K
$4.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
894+ 0.6% |
$151K - $172K
|
150K
$37M
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
890+ 2.04% |
$150K - $171K
|
44.5K
$11M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
887+ 3.67% |
$150K - $171K
|
25.1K
$6.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
884+ 0.96% |
$149K - $170K
|
93.1K
$23M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
884+ 40.74% |
$149K - $170K
|
3.05K
$753K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
881+ 1.18% |
$149K - $170K
|
75.7K
$18.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
880+ 22.44% |
$149K - $169K
|
4.8K
$1.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
867+ 3.9% |
$146K - $167K
|
23.1K
$5.7M
|