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 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
33+ 0.45% |
$5.57K - $6.36K
|
7.3K
$1.73M
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
32+ 2.28% |
$5.4K - $6.16K
|
1.44K
$342K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
32+ 3.48% |
$5.4K - $6.16K
|
951
$226K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
32+ 1.56% |
$5.4K - $6.16K
|
2.08K
$495K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
29+ 0.19% |
$4.9K - $5.59K
|
15.4K
$3.67M
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
29+ 0.11% |
$4.9K - $5.59K
|
27K
$6.42M
|
|
|
Feb 23, 2024
Q4 2023
|
Regal Wealth Group, Inc.
|
BUY
|
- |
29+ 2.43% |
$4.9K - $5.59K
|
1.22K
$290K
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
28+ 0.55% |
$4.73K - $5.39K
|
5.1K
$1.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
28+ 1.45% |
$4.73K - $5.39K
|
1.96K
$467K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
27+ 11.74% |
$4.56K - $5.2K
|
257
$61.1K
|
|
|
Feb 06, 2024
Q4 2023
|
Smart Money Group LLC
|
BUY
|
- |
27+ 0.2% |
$4.56K - $5.2K
|
13.7K
$3.26M
|
|
|
Feb 08, 2024
Q4 2023
|
Strategic Financial Services, Inc,
Utica, NY |
BUY
|
- |
26+ 0.05% |
$4.39K - $5.01K
|
57.2K
$13.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
25+ 0.26% |
$4.22K - $4.81K
|
9.69K
$2.3M
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
BUY
|
- |
25+ 1.03% |
$4.22K - $4.81K
|
2.44K
$580K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
BUY
|
- |
22+ 0.15% |
$3.71K - $4.24K
|
14.4K
$3.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Seaview Investment Managers LLC
|
BUY
|
- |
22+ 0.33% |
$3.71K - $4.24K
|
6.65K
$1.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
21+ 0.55% |
$3.55K - $4.04K
|
3.83K
$909K
|
|
|
Feb 08, 2024
Q4 2023
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
21New |
$3.55K - $4.04K
|
21
$4.99K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
20+ 1.4% |
$3.38K - $3.85K
|
1.45K
$345K
|
|
|
Feb 27, 2024
Q4 2023
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
17+ 0.6% |
$2.87K - $3.27K
|
2.86K
$680K
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
15+ 0.68% |
$2.53K - $2.89K
|
2.22K
$528K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
15+ 0.48% |
$2.53K - $2.89K
|
3.14K
$746K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
15New |
$2.53K - $2.89K
|
15
$3.56K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
15+ 0.06% |
$2.53K - $2.89K
|
23.3K
$5.54M
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
14+ 0.12% |
$2.36K - $2.7K
|
11.6K
$2.75M
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
14New |
$2.36K - $2.7K
|
14
$3.33K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
13+ 1.53% |
$2.19K - $2.5K
|
861
$205K
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
12+ 0.53% |
$2.03K - $2.31K
|
2.3K
$546K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
12+ 4.21% |
$2.03K - $2.31K
|
297
$70.6K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
BUY
|
- |
11+ 0.36% |
$1.86K - $2.12K
|
3.04K
$723K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
11+ 0.22% |
$1.86K - $2.12K
|
4.9K
$1.17M
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
11+ 0.64% |
$1.86K - $2.12K
|
1.73K
$410K
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
11+ 0.11% |
$1.86K - $2.12K
|
10.1K
$2.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
11+ 0.11% |
$1.86K - $2.12K
|
9.95K
$2.36M
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
10+ 0.08% |
$1.69K - $1.93K
|
12.1K
$2.88M
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
9+ 0.17% |
$1.52K - $1.73K
|
5.17K
$1.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
9+ 0.43% |
$1.52K - $1.73K
|
2.09K
$497K
|
|
|
Jan 16, 2024
Q4 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
8+ 5.93% |
$1.35K - $1.54K
|
143
$34K
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
8+ 0.61% |
$1.35K - $1.54K
|
1.33K
$316K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
8+ 6.78% |
$1.35K - $1.54K
|
126
$29.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
BUY
|
- |
7+ 0.32% |
$1.18K - $1.35K
|
2.16K
$514K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
6+ 0.14% |
$1.01K - $1.16K
|
4.26K
$1.01M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
6+ 0.01% |
$1.01K - $1.16K
|
66.5K
$15.8M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
6+ 1.24% |
$1.01K - $1.16K
|
490
$116K
|
|
|
Jan 19, 2024
Q4 2023
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.16% |
$844 - $963
|
3.19K
$758K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
5+ 1.06% |
$844 - $963
|
475
$113K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
5+ 250.0% |
$844 - $963
|
7
$1.66K
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
BUY
|
- |
5+ 0.02% |
$844 - $963
|
20.4K
$4.84M
|
|
|
Feb 13, 2024
Q4 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
4+ 0.01% |
$675 - $770
|
55.6K
$13.2M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
BUY
|
- |
2+ 0.15% |
$338 - $385
|
1.3K
$310K
|