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 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
314New |
$53K - $60.5K
|
314
$74.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
299+ 21.3% |
$50.5K - $57.6K
|
1.7K
$405K
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
291+ 0.48% |
$49.1K - $56K
|
61K
$14.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
287+ 17.12% |
$48.5K - $55.3K
|
1.96K
$466K
|
|
|
Jan 23, 2024
Q4 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
286+ 1.19% |
$48.3K - $55.1K
|
24.4K
$5.8M
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
286+ 0.25% |
$48.3K - $55.1K
|
115K
$27.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
286+ 5.7% |
$48.3K - $55.1K
|
5.3K
$1.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
BUY
|
- |
285+ 0.48% |
$48.1K - $54.9K
|
59.5K
$14.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
284+ 18.17% |
$47.9K - $54.7K
|
1.85K
$439K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
284+ 23.61% |
$47.9K - $54.7K
|
1.49K
$353K
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
283+ 3.78% |
$47.8K - $54.5K
|
7.76K
$1.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
280+ 16.99% |
$47.3K - $53.9K
|
1.93K
$458K
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
280+ 1.83% |
$47.3K - $53.9K
|
15.6K
$3.7M
|
|
|
Jan 26, 2024
Q4 2023
|
Nelson Capital Management, LLC
|
BUY
|
- |
275+ 3.95% |
$46.4K - $53K
|
7.24K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
273+ 3.14% |
$46.1K - $52.6K
|
8.96K
$2.13M
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
BUY
|
- |
268+ 12.09% |
$45.2K - $51.6K
|
2.48K
$590K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
262+ 10.87% |
$44.2K - $50.5K
|
2.67K
$635K
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
261+ 2.09% |
$44.1K - $50.3K
|
12.7K
$3.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
253+ 2.22% |
$42.7K - $48.7K
|
11.7K
$2.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
251+ 41.42% |
$42.4K - $48.3K
|
857
$204K
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
247+ 8.21% |
$41.7K - $47.6K
|
3.26K
$774K
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
245+ 6.29% |
$41.4K - $47.2K
|
4.14K
$983K
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
245+ 3.57% |
$41.4K - $47.2K
|
7.11K
$1.69M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
232New |
$39.2K - $44.7K
|
232
$55.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
232+ 14.23% |
$39.2K - $44.7K
|
1.86K
$442K
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
230New |
$38.8K - $44.3K
|
230
$54.7K
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
230+ 1.91% |
$38.8K - $44.3K
|
12.3K
$2.92M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
230+ 8.46% |
$38.8K - $44.3K
|
2.95K
$701K
|
|
|
Feb 06, 2024
Q4 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
227+ 3.48% |
$38.3K - $43.7K
|
6.76K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
223+ 53.48% |
$37.6K - $42.9K
|
640
$152K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
219New |
$37K - $42.2K
|
219
$52K
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
218New |
$36.8K - $42K
|
218
$51.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
218+ 13.42% |
$36.8K - $42K
|
1.84K
$438K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
216+ 0.19% |
$36.5K - $41.6K
|
112K
$26.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
215+ 6.53% |
$36.3K - $41.4K
|
3.51K
$834K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
206+ 3.14% |
$34.8K - $39.7K
|
6.77K
$1.61M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
200+ 16.04% |
$33.8K - $38.5K
|
1.45K
$344K
|
|
|
Jan 19, 2024
Q4 2023
|
Kercheville Advisors, LLC
|
BUY
|
- |
200+ 3.87% |
$33.8K - $38.5K
|
5.36K
$1.27M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
200+ 5.54% |
$33.8K - $38.5K
|
3.81K
$905K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
200New |
$33.8K - $38.5K
|
200
$47.5K
|
|
|
Jan 22, 2024
Q4 2023
|
Life Guide Financial Advisors, LLC
|
BUY
|
- |
197+ 11.32% |
$33.3K - $37.9K
|
1.94K
$460K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
196+ 4.28% |
$33.1K - $37.7K
|
4.78K
$1.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
195+ 0.17% |
$32.9K - $37.6K
|
114K
$27M
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
195+ 9.7% |
$32.9K - $37.6K
|
2.21K
$524K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
193+ 37.26% |
$32.6K - $37.2K
|
711
$169K
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
192+ 34.41% |
$32.4K - $37K
|
750
$178K
|
|
|
Feb 13, 2024
Q4 2023
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
192+ 12.45% |
$32.4K - $37K
|
1.73K
$412K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
190+ 333.33% |
$32.1K - $36.6K
|
247
$58.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
190+ 1.23% |
$32.1K - $36.6K
|
15.7K
$3.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
186+ 21.5% |
$31.4K - $35.8K
|
1.05K
$250K
|