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 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-1.08K- 1.86% |
$182K - $208K
|
57K
$13.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.08K- 42.97% |
$183K - $208K
|
1.44K
$341K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-1.09K- 1.34% |
$185K - $211K
|
80.6K
$19.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-1.1K- 6.45% |
$186K - $212K
|
15.9K
$3.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1.11K- 1.09% |
$187K - $213K
|
100K
$23.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-1.11K- 17.96% |
$187K - $214K
|
5.07K
$1.21M
|
|
|
Jan 29, 2024
Q4 2023
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
SELL
|
- |
-1.13K- 30.15% |
$190K - $217K
|
2.61K
$619K
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
SELL
|
- |
-1.13K- 24.5% |
$190K - $217K
|
3.47K
$824K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.15K- 21.78% |
$194K - $221K
|
4.13K
$981K
|
|
|
Feb 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-1.17K- 0.92% |
$198K - $226K
|
127K
$30.1M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.17K- 50.15% |
$198K - $226K
|
1.17K
$277K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-1.2K- 49.44% |
$202K - $230K
|
1.22K
$291K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.21K- 18.87% |
$205K - $234K
|
5.22K
$1.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-1.23K- 2.25% |
$207K - $236K
|
53.4K
$12.7M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.24K- 1.1% |
$210K - $239K
|
111K
$26.5M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.26K- 8.01% |
$212K - $242K
|
14.4K
$3.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 10.19% |
$221K - $252K
|
11.6K
$2.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-1.32K- 1.27% |
$223K - $255K
|
103K
$24.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.34K- 12.81% |
$227K - $259K
|
9.15K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-1.34K- 8.01% |
$227K - $259K
|
15.4K
$3.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-1.35K- 3.93% |
$229K - $261K
|
33.1K
$7.87M
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-1.37K- 17.06% |
$231K - $263K
|
6.65K
$1.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.4K- 2.92% |
$237K - $270K
|
46.6K
$11.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-1.41K- 28.85% |
$237K - $271K
|
3.47K
$823K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-1.41K- 38.69% |
$238K - $271K
|
2.23K
$530K
|
|
|
Jan 22, 2024
Q4 2023
|
Compton Financial Group, LLC
|
SELL
|
- |
-1.41K- 3.67% |
$239K - $272K
|
37.1K
$8.81M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.42K- 3.83% |
$240K - $274K
|
35.7K
$8.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-1.43K- 26.21% |
$241K - $274K
|
4.01K
$953K
|
|
|
Apr 25, 2024
Q4 2023
|
Wall Street Access Asset Management, LLC
New York, NY |
SELL
|
- |
-1.43K- 26.21% |
$241K - $274K
|
4.01K
$953K
|
|
|
Feb 14, 2024
Q4 2023
|
Ionic Capital Management LLC
New York, NY |
SELL
|
- |
-1.48K- 50.2% |
$250K - $285K
|
1.47K
$349K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-1.54K- 2.09% |
$260K - $296K
|
72.2K
$17.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-1.55K- 1.32% |
$261K - $298K
|
116K
$27.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.56K- 3.93% |
$263K - $300K
|
38.2K
$9.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.59K- 25.11% |
$268K - $306K
|
4.74K
$1.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-1.63K- 28.41% |
$274K - $313K
|
4.1K
$973K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-1.64K- 17.63% |
$277K - $316K
|
7.67K
$1.82M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.65K- 4.62% |
$278K - $317K
|
34K
$8.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.65K- 92.97% |
$279K - $318K
|
125
$29.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Allie Family Office LLC
|
SELL
|
- |
-1.66K- 6.49% |
$280K - $320K
|
23.9K
$5.68M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.74K- 22.66% |
$293K - $334K
|
5.93K
$1.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Skylands Capital, LLC
|
SELL
|
- |
-1.78K- 4.15% |
$300K - $342K
|
41K
$9.74M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.79K- 12.12% |
$302K - $344K
|
13K
$3.08M
|
|
|
Jan 18, 2024
Q4 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-1.79K- 34.86% |
$302K - $345K
|
3.35K
$795K
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-1.83K- 34.77% |
$309K - $352K
|
3.43K
$815K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.87K- 5.01% |
$316K - $360K
|
35.4K
$8.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.88K- 5.93% |
$318K - $362K
|
29.8K
$7.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.88K- 5.47% |
$318K - $363K
|
32.6K
$7.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-1.9K- 13.48% |
$321K - $366K
|
12.2K
$2.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1.9K- 20.43% |
$321K - $366K
|
7.4K
$1.76M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-1.9K- 5.67% |
$321K - $366K
|
31.7K
$7.53M
|