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 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
80+ 1.03% |
$13.5K - $15.4K
|
7.84K
$1.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
80+ 1.33% |
$13.5K - $15.4K
|
6.07K
$1.5M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
80New |
$13.5K - $15.4K
|
80
$19.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
77+ 4.89% |
$13K - $14.8K
|
1.65K
$407K
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
75+ 0.53% |
$12.7K - $14.4K
|
14.1K
$3.49M
|
|
|
Aug 20, 2024
Q4 2023
|
Element Pointe Advisors, LLC
Miami, FL |
BUY
|
- |
75+ 0.96% |
$12.7K - $14.4K
|
7.87K
$1.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
74+ 2.46% |
$12.5K - $14.3K
|
3.08K
$760K
|
|
|
Feb 07, 2024
Q4 2023
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
73+ 5.1% |
$12.3K - $14.1K
|
1.5K
$371K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
70+ 16.75% |
$11.8K - $13.5K
|
488
$120K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
70New |
$11.8K - $13.5K
|
70
$17.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
70+ 0.6% |
$11.8K - $13.5K
|
11.8K
$2.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
70+ 1.02% |
$11.8K - $13.5K
|
6.96K
$1.72M
|
|
|
Jan 30, 2024
Q4 2023
|
Grant
|
BUY
|
- |
67+ 0.13% |
$11.3K - $12.9K
|
49.8K
$12.3M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
67+ 0.68% |
$11.3K - $12.9K
|
9.91K
$2.44M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
65+ 4.41% |
$11K - $12.5K
|
1.54K
$380K
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
64+ 3.55% |
$10.8K - $12.3K
|
1.87K
$461K
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
64+ 3.78% |
$10.8K - $12.3K
|
1.76K
$434K
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
60+ 12.85% |
$10.1K - $11.6K
|
527
$130K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
60+ 2000.0% |
$10.1K - $11.6K
|
63
$15.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
58+ 4.87% |
$9.79K - $11.2K
|
1.25K
$308K
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
58+ 1.12% |
$9.79K - $11.2K
|
5.24K
$1.29M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
56+ 4.0% |
$9.45K - $10.8K
|
1.46K
$359K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
56+ 0.24% |
$9.45K - $10.8K
|
23.3K
$5.74M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
56New |
$9.45K - $10.8K
|
56
$13.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
55+ 4.61% |
$9.29K - $10.6K
|
1.25K
$308K
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
55+ 2.37% |
$9.29K - $10.6K
|
2.38K
$587K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
55+ 2.8% |
$9.29K - $10.6K
|
2.02K
$498K
|
|
|
Feb 15, 2024
Q4 2023
|
Clarity Asset Management, Inc.
Ames, IA |
BUY
|
- |
55New |
$9.29K - $10.6K
|
55
$13.6K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
54+ 0.65% |
$9.12K - $10.4K
|
8.31K
$2.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
54+ 46.55% |
$9.12K - $10.4K
|
170
$41.9K
|
|
|
Jan 22, 2024
Q4 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
53+ 0.09% |
$8.95K - $10.2K
|
57.8K
$14.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
53+ 1.02% |
$8.95K - $10.2K
|
5.26K
$1.3M
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
50+ 9.04% |
$8.44K - $9.63K
|
603
$149K
|
|
|
Feb 01, 2024
Q4 2023
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
50+ 1.5% |
$8.44K - $9.63K
|
3.37K
$832K
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
BUY
|
- |
50+ 3.33% |
$8.44K - $9.63K
|
1.55K
$382K
|
|
|
Jan 08, 2024
Q4 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
49+ 0.13% |
$8.27K - $9.44K
|
36.9K
$9.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
48+ 2.39% |
$8.1K - $9.24K
|
2.06K
$507K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
47+ 2.98% |
$7.94K - $9.05K
|
1.63K
$401K
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
45+ 0.27% |
$7.6K - $8.67K
|
16.5K
$4.08M
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
41+ 0.49% |
$6.92K - $7.9K
|
8.46K
$2.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
40+ 3.95% |
$6.75K - $7.7K
|
1.05K
$259K
|
|
|
Jan 30, 2024
Q4 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
40+ 0.11% |
$6.75K - $7.7K
|
34.8K
$8.59M
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
40+ 1.86% |
$6.75K - $7.7K
|
2.19K
$540K
|
|
|
Feb 02, 2024
Q4 2023
|
Evolution Advisers, Inc.
|
BUY
|
- |
40New |
$6.75K - $7.7K
|
40
$9.87K
|
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
39+ 1.44% |
$6.58K - $7.51K
|
2.74K
$676K
|
|
|
Feb 07, 2024
Q4 2023
|
ETF Store, Inc.
|
BUY
|
- |
38+ 2.79% |
$6.42K - $7.32K
|
1.4K
$345K
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
37+ 2.52% |
$6.25K - $7.13K
|
1.51K
$371K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
35New |
$5.91K - $6.74K
|
35
$8.63K
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
35+ 1.53% |
$5.91K - $6.74K
|
2.32K
$572K
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
34+ 0.71% |
$5.74K - $6.55K
|
4.83K
$1.19M
|