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 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-578- 7.33% |
$97.6K - $111K
|
7.31K
$1.74M
|
|
|
Feb 07, 2024
Q4 2023
|
Consolidated Capital Management, LLC
|
SELL
|
- |
-578- 21.59% |
$97.6K - $111K
|
2.1K
$499K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-582- 22.81% |
$98.3K - $112K
|
1.97K
$468K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-584- 14.32% |
$98.6K - $112K
|
3.5K
$831K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-585- 8.29% |
$98.8K - $113K
|
6.47K
$1.54M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-586- 25.02% |
$98.9K - $113K
|
1.76K
$417K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-591- 2.98% |
$99.8K - $114K
|
19.3K
$4.58M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-591- 13.87% |
$99.8K - $114K
|
3.67K
$872K
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-597- 9.01% |
$101K - $115K
|
6.03K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-600- 3.13% |
$101K - $116K
|
18.6K
$4.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-606- 9.14% |
$102K - $117K
|
6.03K
$1.43M
|
|
|
Feb 21, 2024
Q4 2023
|
Austin Wealth Management, LLC
Austin, TX |
SELL
|
- |
-610- 7.74% |
$103K - $117K
|
7.27K
$1.73M
|
|
|
Jan 16, 2024
Q4 2023
|
Exeter Financial, LLC
|
SELL
|
- |
-613- 21.86% |
$103K - $118K
|
2.19K
$521K
|
|
|
Jan 17, 2024
Q4 2023
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-615- 7.56% |
$104K - $118K
|
7.52K
$1.79M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-615- 0.84% |
$104K - $118K
|
72.2K
$17.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Parker Investment Management, LLC
|
SELL
|
- |
-616- 26.96% |
$104K - $119K
|
1.67K
$397K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-617- 57.93% |
$104K - $119K
|
448
$106K
|
|
|
Feb 07, 2024
Q4 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-623- 81.44% |
$105K - $120K
|
142
$33.7K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-626- 5.65% |
$106K - $121K
|
10.5K
$2.49M
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-632- 24.35% |
$107K - $122K
|
1.96K
$466K
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-635- 2.0% |
$107K - $122K
|
31.2K
$7.41M
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-644- 4.56% |
$109K - $124K
|
13.5K
$3.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-645- 3.81% |
$109K - $124K
|
16.3K
$3.87M
|
|
|
Feb 01, 2024
Q4 2023
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-653- 4.54% |
$110K - $126K
|
13.7K
$3.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-655- 3.58% |
$111K - $126K
|
17.7K
$4.2M
|
|
|
Sep 05, 2024
Q4 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-659- 19.05% |
$111K - $127K
|
2.8K
$665K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-660- 49.81% |
$111K - $127K
|
665
$158K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-666- 5.99% |
$112K - $128K
|
10.5K
$2.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-669- 1.48% |
$113K - $129K
|
44.5K
$10.6M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-672- 26.83% |
$113K - $129K
|
1.83K
$436K
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-673- 6.96% |
$114K - $130K
|
8.99K
$2.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-678- 2.72% |
$114K - $131K
|
24.2K
$5.75M
|
|
|
Feb 14, 2024
Q4 2023
|
R.P. Boggs & Co.
|
SELL
|
- |
-678- 1.27% |
$114K - $131K
|
52.8K
$12.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-690- 7.21% |
$116K - $133K
|
8.88K
$2.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-700- 37.74% |
$118K - $135K
|
1.16K
$274K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-709- 12.69% |
$120K - $137K
|
4.88K
$1.16M
|
|
|
Feb 01, 2024
Q4 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-710- 22.75% |
$120K - $137K
|
2.41K
$573K
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-710- 2.39% |
$120K - $137K
|
29K
$6.89M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
SELL
|
- |
-717- 6.23% |
$121K - $138K
|
10.8K
$2.57M
|
|
|
Jan 30, 2024
Q4 2023
|
Cortland Associates Inc
|
SELL
|
- |
-727- 1.07% |
$123K - $140K
|
67.1K
$15.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-730- 3.35% |
$123K - $141K
|
21K
$5M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-730- 11.3% |
$123K - $141K
|
5.73K
$1.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-731- 7.91% |
$123K - $141K
|
8.51K
$2.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-734- 3.51% |
$124K - $141K
|
20.2K
$4.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-738- 4.11% |
$125K - $142K
|
17.2K
$4.09M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-743- 22.3% |
$125K - $143K
|
2.59K
$615K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-743- 17.29% |
$125K - $143K
|
3.55K
$845K
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-749- 14.85% |
$126K - $144K
|
4.3K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-753- 24.98% |
$127K - $145K
|
2.26K
$538K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-770- 11.86% |
$130K - $148K
|
5.72K
$1.36M
|