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 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-118- 0.59% |
$19.9K - $22.7K
|
19.9K
$4.73M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-119- 1.12% |
$20.1K - $22.9K
|
10.5K
$2.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-120- 1.15% |
$20.3K - $23.1K
|
10.3K
$2.46M
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-120- 8.49% |
$20.3K - $23.1K
|
1.29K
$307K
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-122- 9.64% |
$20.6K - $23.5K
|
1.14K
$272K
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-123- 0.28% |
$20.8K - $23.7K
|
43.2K
$10.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-123- 5.39% |
$20.8K - $23.7K
|
2.16K
$513K
|
|
|
Jan 09, 2024
Q4 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-125- 7.01% |
$21.1K - $24.1K
|
1.66K
$394K
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
SELL
|
- |
-125- 0.52% |
$21.1K - $24.1K
|
24K
$5.7M
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
SELL
|
- |
-130- 22.18% |
$21.9K - $25K
|
456
$108K
|
|
|
Feb 09, 2024
Q4 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-130- 4.85% |
$21.9K - $25K
|
2.55K
$605K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-131- 4.36% |
$22.1K - $25.2K
|
2.87K
$682K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-132- 1.43% |
$22.3K - $25.4K
|
9.07K
$2.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-133- 1.37% |
$22.5K - $25.6K
|
9.55K
$2.27M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-135- 1.19% |
$22.8K - $26K
|
11.2K
$2.66M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-137- 5.6% |
$23.1K - $26.4K
|
2.31K
$549K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-139- 16.03% |
$23.5K - $26.8K
|
728
$173K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-142- 6.73% |
$24K - $27.3K
|
1.97K
$468K
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-144- 54.34% |
$24.3K - $27.7K
|
121
$28.8K
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-147- 1.61% |
$24.8K - $28.3K
|
9.01K
$2.14M
|
|
|
Feb 01, 2024
Q4 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-149- 0.81% |
$25.2K - $28.7K
|
18.4K
$4.36M
|
|
|
Feb 14, 2024
Q4 2023
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-150- 1.86% |
$25.3K - $28.9K
|
7.9K
$1.88M
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-150- 62.5% |
$25.3K - $28.9K
|
90
$21.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-150- 2.28% |
$25.3K - $28.9K
|
6.44K
$1.53M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
SELL
|
- |
-152- 8.22% |
$25.7K - $29.3K
|
1.7K
$403K
|
|
|
Jan 18, 2024
Q4 2023
|
Johnson Bixby & Associates, LLC
|
SELL
|
- |
-153- 2.51% |
$25.8K - $29.5K
|
5.95K
$1.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-153- 5.76% |
$25.8K - $29.5K
|
2.5K
$594K
|
|
|
Feb 05, 2024
Q4 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-154- 6.98% |
$26K - $29.7K
|
2.05K
$488K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-158- 3.38% |
$26.7K - $30.4K
|
4.52K
$1.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-160- 5.63% |
$27K - $30.8K
|
2.68K
$638K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-161- 5.14% |
$27.2K - $31K
|
2.97K
$707K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-161- 9.24% |
$27.2K - $31K
|
1.58K
$376K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-162- 3.55% |
$27.4K - $31.2K
|
4.4K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-162- 5.0% |
$27.4K - $31.2K
|
3.08K
$731K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-164- 1.22% |
$27.7K - $31.6K
|
13.3K
$3.15M
|
|
|
Feb 01, 2024
Q4 2023
|
Brendel Financial Advisors LLC
|
SELL
|
- |
-164- 1.63% |
$27.7K - $31.6K
|
9.89K
$2.35M
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-164- 0.48% |
$27.7K - $31.6K
|
34.1K
$8.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Provident Investment Management, Inc.
Novi, MI |
SELL
|
- |
-165- 11.58% |
$27.9K - $31.8K
|
1.26K
$299K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-166- 5.59% |
$28K - $32K
|
2.81K
$667K
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-167- 7.08% |
$28.2K - $32.2K
|
2.19K
$521K
|
|
|
Jan 10, 2024
Q4 2023
|
Taylor & Morgan Wealth Management, LLC
|
SELL
|
- |
-170- 5.59% |
$28.7K - $32.7K
|
2.87K
$682K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-170- 1.46% |
$28.7K - $32.7K
|
11.5K
$2.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-170- 1.58% |
$28.7K - $32.7K
|
10.6K
$2.51M
|
|
|
Jan 23, 2024
Q4 2023
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-171- 3.76% |
$28.9K - $32.9K
|
4.37K
$1.04M
|
|
|
Jan 25, 2024
Q4 2023
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-176- 2.09% |
$29.7K - $33.9K
|
8.23K
$1.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-177- 3.25% |
$29.9K - $34.1K
|
5.27K
$1.25M
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-180- 3.22% |
$30.4K - $34.7K
|
5.41K
$1.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-180- 0.41% |
$30.4K - $34.7K
|
44.1K
$10.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-180- 2.44% |
$30.4K - $34.7K
|
7.19K
$1.71M
|
|
|
Jan 17, 2024
Q4 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-181- 3.37% |
$30.6K - $34.9K
|
5.18K
$1.23M
|