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 |
|---|---|---|---|---|---|---|---|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
861+ 2.06% |
$145K - $166K
|
42.6K
$10.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Zeit Capital LLC
|
BUY
|
- |
859+ 3.8% |
$145K - $165K
|
23.4K
$5.57M
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
856+ 10.49% |
$145K - $165K
|
9.02K
$2.14M
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
BUY
|
- |
852+ 30.69% |
$144K - $164K
|
3.63K
$862K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
829New |
$140K - $160K
|
829
$197K
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
826+ 31.76% |
$139K - $159K
|
3.43K
$814K
|
|
|
Jan 16, 2024
Q4 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
825New |
$139K - $159K
|
825
$196K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
823+ 37.7% |
$139K - $159K
|
3.01K
$714K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
819+ 15.26% |
$138K - $158K
|
6.19K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
808New |
$136K - $156K
|
808
$192K
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
801+ 18.79% |
$135K - $154K
|
5.06K
$1.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
783+ 4.6% |
$132K - $151K
|
17.8K
$4.24M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
783+ 4.6% |
$132K - $151K
|
17.8K
$4.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
781New |
$132K - $150K
|
781
$186K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
769+ 15.12% |
$130K - $148K
|
5.85K
$1.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
760+ 51.18% |
$128K - $146K
|
2.25K
$533K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
750+ 11.59% |
$127K - $144K
|
7.22K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
736New |
$124K - $142K
|
736
$175K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
725+ 5.71% |
$122K - $140K
|
13.4K
$3.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
721+ 48.45% |
$122K - $139K
|
2.21K
$525K
|
|
|
Jan 09, 2024
Q4 2023
|
Purus Wealth Management, LLC
|
BUY
|
- |
713+ 55.75% |
$120K - $137K
|
1.99K
$473K
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
705New |
$119K - $136K
|
705
$168K
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
703+ 1.14% |
$119K - $135K
|
62.1K
$14.8M
|
|
|
Feb 21, 2024
Q4 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
700+ 0.43% |
$118K - $135K
|
163K
$38.6M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
699+ 1.83% |
$118K - $135K
|
38.8K
$9.22M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
698+ 0.46% |
$118K - $134K
|
152K
$36M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
689+ 8.72% |
$116K - $133K
|
8.59K
$2.04M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
680+ 4.95% |
$115K - $131K
|
14.4K
$3.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
660+ 2.97% |
$111K - $127K
|
22.9K
$5.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
657+ 25.53% |
$111K - $127K
|
3.23K
$768K
|
|
|
Jan 17, 2024
Q4 2023
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
653+ 2.37% |
$110K - $126K
|
28.3K
$6.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
649+ 2.82% |
$110K - $125K
|
23.7K
$5.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
637+ 0.87% |
$108K - $123K
|
73.6K
$17.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
632New |
$107K - $122K
|
632
$150K
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
628New |
$106K - $121K
|
628
$149K
|
|
|
Jan 16, 2024
Q4 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
612+ 5.24% |
$103K - $118K
|
12.3K
$2.92M
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
607+ 33.84% |
$102K - $117K
|
2.4K
$571K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
604+ 17.2% |
$102K - $116K
|
4.12K
$978K
|
|
|
Feb 02, 2024
Q4 2023
|
Cornerstone Capital, Inc.
Palo Alto, CA |
BUY
|
- |
599+ 33.09% |
$101K - $115K
|
2.41K
$572K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
592+ 32.91% |
$99.9K - $114K
|
2.39K
$568K
|
|
|
Jan 12, 2024
Q4 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
589+ 38.7% |
$99.4K - $113K
|
2.11K
$502K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
572+ 27.13% |
$96.6K - $110K
|
2.68K
$637K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
570+ 2.16% |
$96.2K - $110K
|
27K
$6.41M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
569+ 0.59% |
$96.1K - $110K
|
97K
$23M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
562+ 1.5% |
$94.9K - $108K
|
38.1K
$9.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Oppenheimer & Close, LLC
|
BUY
|
- |
560+ 2.52% |
$94.5K - $108K
|
22.8K
$5.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
559+ 17.79% |
$94.4K - $108K
|
3.7K
$880K
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
554+ 13.86% |
$93.5K - $107K
|
4.55K
$1.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
545+ 36.97% |
$92K - $105K
|
2.02K
$480K
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
540+ 10.54% |
$91.2K - $104K
|
5.66K
$1.35M
|