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 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
185+ 29.0% |
$31.2K - $35.6K
|
823
$196K
|
|
|
Jan 30, 2024
Q4 2023
|
Allen Capital Group, LLC
|
BUY
|
- |
185+ 7.53% |
$31.2K - $35.6K
|
2.64K
$628K
|
|
|
Feb 07, 2024
Q4 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
185New |
$31.2K - $35.6K
|
185
$44K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
185+ 5.11% |
$31.2K - $35.6K
|
3.8K
$904K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
178+ 14.59% |
$30.1K - $34.3K
|
1.4K
$332K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
177+ 20.46% |
$29.9K - $34.1K
|
1.04K
$248K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
177New |
$29.9K - $34.1K
|
177
$42.1K
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
176+ 0.47% |
$29.7K - $33.9K
|
37.9K
$9M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
175New |
$29.5K - $33.7K
|
175
$41.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
173+ 1.76% |
$29.2K - $33.3K
|
9.98K
$2.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
173+ 0.8% |
$29.2K - $33.3K
|
21.7K
$5.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
173+ 2.14% |
$29.2K - $33.3K
|
8.27K
$1.96M
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
171+ 1.02% |
$28.9K - $32.9K
|
17K
$4.03M
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
170New |
$28.7K - $32.7K
|
170
$40.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
170New |
$28.7K - $32.7K
|
170
$40.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
170+ 29.57% |
$28.7K - $32.7K
|
745
$177K
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
169+ 0.84% |
$28.5K - $32.5K
|
20.3K
$4.82M
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
168+ 1.58% |
$28.4K - $32.4K
|
10.8K
$2.57M
|
|
|
Jan 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
167+ 2.75% |
$28.2K - $32.2K
|
6.25K
$1.48M
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
164New |
$27.7K - $31.6K
|
164
$39K
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
164+ 7.99% |
$27.7K - $31.6K
|
2.22K
$527K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
163+ 38.35% |
$27.5K - $31.4K
|
588
$140K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
162+ 7.42% |
$27.4K - $31.2K
|
2.35K
$557K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
162+ 6.59% |
$27.4K - $31.2K
|
2.62K
$623K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
158+ 1.03% |
$26.7K - $30.4K
|
15.5K
$3.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
158+ 4.29% |
$26.7K - $30.4K
|
3.84K
$913K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
157+ 15.1% |
$26.5K - $30.2K
|
1.2K
$284K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
154+ 5.38% |
$26K - $29.7K
|
3.02K
$717K
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
153+ 1.86% |
$25.8K - $29.5K
|
8.39K
$1.99M
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
151+ 4.39% |
$25.5K - $29.1K
|
3.59K
$854K
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
150+ 7.33% |
$25.3K - $28.9K
|
2.2K
$522K
|
|
|
Feb 08, 2024
Q4 2023
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
149+ 4.97% |
$25.2K - $28.7K
|
3.15K
$748K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
147+ 9.27% |
$24.8K - $28.3K
|
1.73K
$412K
|
|
|
Jan 24, 2024
Q4 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
145+ 7.1% |
$24.5K - $27.9K
|
2.19K
$520K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
145+ 8.92% |
$24.5K - $27.9K
|
1.77K
$421K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
145+ 2.59% |
$24.5K - $27.9K
|
5.74K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
142New |
$24K - $27.3K
|
142
$33.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
137+ 8.18% |
$23.1K - $26.4K
|
1.81K
$430K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
137+ 2.26% |
$23.1K - $26.4K
|
6.2K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
137+ 0.31% |
$23.1K - $26.4K
|
43.7K
$10.4M
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
137+ 2.32% |
$23.1K - $26.4K
|
6.05K
$1.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
136New |
$23K - $26.2K
|
136
$32.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
135+ 4.19% |
$22.8K - $26K
|
3.36K
$797K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
133+ 0.55% |
$22.5K - $25.6K
|
24.3K
$5.78M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
132+ 7.88% |
$22.3K - $25.4K
|
1.81K
$430K
|
|
|
Feb 05, 2024
Q4 2023
|
Cadence Wealth Management LLC
Westborough, MA |
BUY
|
- |
131+ 0.14% |
$22.1K - $25.2K
|
91.2K
$21.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Benin Management Corp
|
BUY
|
- |
130+ 1.9% |
$21.9K - $25K
|
6.99K
$1.66M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
BUY
|
- |
130New |
$21.9K - $25K
|
130
$30.9K
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
130+ 0.38% |
$21.9K - $25K
|
34.1K
$8.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
129+ 0.83% |
$21.8K - $24.8K
|
15.7K
$3.74M
|