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 26, 2024
Q4 2023
|
Financial Counselors Inc
|
SELL
|
- |
-20- 0.11% |
$3.38K - $3.85K
|
19K
$4.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Esg Planning
Santa Clara, CA |
SELL
|
- |
-20- 1.56% |
$3.38K - $3.85K
|
1.26K
$299K
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-20- 1.77% |
$3.38K - $3.85K
|
1.11K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-20- 0.41% |
$3.38K - $3.85K
|
4.85K
$1.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-22- 1.46% |
$3.71K - $4.24K
|
1.49K
$353K
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-23- 0.5% |
$3.88K - $4.43K
|
4.56K
$1.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-23- 1.34% |
$3.88K - $4.43K
|
1.7K
$402K
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-24- 0.38% |
$4.05K - $4.62K
|
6.36K
$1.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-24- 18.18% |
$4.05K - $4.62K
|
108
$25.6K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-24- 18.18% |
$4.05K - $4.62K
|
108
$25.6K
|
|
|
Aug 13, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-24- 0.03% |
$4.05K - $4.62K
|
68.7K
$16.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-25- 1.1% |
$4.22K - $4.81K
|
2.25K
$533K
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-25- 0.37% |
$4.22K - $4.81K
|
6.68K
$1.58M
|
|
|
Jan 22, 2024
Q4 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-25- 0.29% |
$4.22K - $4.81K
|
8.61K
$2.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-25- 0.24% |
$4.22K - $4.81K
|
10.4K
$2.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-25- 0.31% |
$4.22K - $4.81K
|
8.16K
$1.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-25- 0.42% |
$4.22K - $4.81K
|
5.9K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-25- 0.2% |
$4.22K - $4.81K
|
12.5K
$2.96M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
SELL
|
- |
-25- 0.82% |
$4.22K - $4.81K
|
3.04K
$720K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-26- 0.42% |
$4.39K - $5.01K
|
6.18K
$1.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-26- 0.84% |
$4.39K - $5.01K
|
3.06K
$725K
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-27- 1.4% |
$4.56K - $5.2K
|
1.91K
$452K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-28- 1.5% |
$4.73K - $5.39K
|
1.84K
$437K
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-28- 21.88% |
$4.73K - $5.39K
|
100
$23.7K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-28- 1.44% |
$4.73K - $5.39K
|
1.92K
$454K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-28- 0.81% |
$4.73K - $5.39K
|
3.45K
$818K
|
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-29- 1.83% |
$4.9K - $5.59K
|
1.55K
$368K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
SELL
|
- |
-29- 0.71% |
$4.9K - $5.59K
|
4.03K
$955K
|
|
|
Jan 11, 2024
Q4 2023
|
Aquire Wealth Advisors, LLC
|
SELL
|
- |
-29- 1.89% |
$4.9K - $5.59K
|
1.5K
$356K
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
SELL
|
- |
-29- 0.5% |
$4.9K - $5.59K
|
5.77K
$1.37M
|
|
|
Jan 17, 2024
Q4 2023
|
Harrington Investments, Inc
|
SELL
|
- |
-30- 0.92% |
$5.06K - $5.78K
|
3.24K
$768K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-30- 2.1% |
$5.06K - $5.78K
|
1.4K
$331K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-30- 1.68% |
$5.06K - $5.78K
|
1.76K
$417K
|
|
|
Feb 12, 2024
Q4 2023
|
Charter Research & Investment Group, Inc.
Southport, CT |
SELL
|
- |
-30- 0.26% |
$5.06K - $5.78K
|
11.7K
$2.77M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-32- 0.14% |
$5.4K - $6.16K
|
23.1K
$5.47M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-32- 2.19% |
$5.4K - $6.16K
|
1.43K
$338K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-32- 0.25% |
$5.4K - $6.16K
|
12.9K
$3.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-33- 2.23% |
$5.57K - $6.36K
|
1.45K
$343K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-34- 1.66% |
$5.74K - $6.55K
|
2.01K
$476K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-34- 2.05% |
$5.74K - $6.55K
|
1.62K
$385K
|
|
|
Jan 03, 2024
Q4 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-35- 1.04% |
$5.91K - $6.74K
|
3.34K
$792K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-35- 8.75% |
$5.91K - $6.74K
|
365
$86.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-35- 1.12% |
$5.91K - $6.74K
|
3.1K
$734K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-35- 1.5% |
$5.91K - $6.74K
|
2.29K
$543K
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-35- 0.22% |
$5.91K - $6.74K
|
16.1K
$3.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-35- 2.12% |
$5.91K - $6.74K
|
1.62K
$383K
|
|
|
Feb 26, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-35- 0.1% |
$5.91K - $6.74K
|
34K
$8.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-36- 0.38% |
$6.08K - $6.93K
|
9.47K
$2.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Gen Trust, LLC
|
SELL
|
- |
-37- 0.3% |
$6.25K - $7.13K
|
12.2K
$2.89M
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-38- 0.52% |
$6.42K - $7.32K
|
7.3K
$1.73M
|