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 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.9K- 6.15% |
$321K - $367K
|
29K
$6.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1.92K- 12.25% |
$323K - $369K
|
13.7K
$3.26M
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-1.93K- 45.06% |
$325K - $371K
|
2.35K
$558K
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-1.93K- 35.51% |
$327K - $372K
|
3.51K
$835K
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-1.95K- 0.94% |
$329K - $375K
|
206K
$49M
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.95K- 25.77% |
$329K - $376K
|
5.62K
$1.34M
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-1.96K- 14.18% |
$330K - $377K
|
11.8K
$2.81M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.97K- 9.74% |
$332K - $378K
|
18.2K
$4.33M
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Management, LLC
|
SELL
|
- |
-1.99K- 4.86% |
$335K - $382K
|
38.9K
$9.24M
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-1.99K- 55.85% |
$335K - $382K
|
1.57K
$373K
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-2.01K- 29.29% |
$339K - $386K
|
4.84K
$1.15M
|
|
|
Jan 23, 2024
Q4 2023
|
Dorchester Wealth Management CO
|
SELL
|
- |
-2.02K- 64.17% |
$340K - $388K
|
1.13K
$267K
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.03K- 19.22% |
$343K - $391K
|
8.54K
$2.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-2.05K- 8.11% |
$346K - $394K
|
23.2K
$5.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-2.11K- 7.16% |
$356K - $406K
|
27.3K
$6.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Atlas Financial Advisors, Inc.
|
SELL
|
- |
-2.12K- 46.9% |
$358K - $409K
|
2.4K
$571K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-2.15K- 37.42% |
$363K - $414K
|
3.6K
$854K
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-2.16K- 45.75% |
$365K - $416K
|
2.56K
$609K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
SELL
|
- |
-2.17K- 41.06% |
$367K - $418K
|
3.12K
$740K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-2.17K- 29.77% |
$367K - $418K
|
5.13K
$1.22M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-2.18K- 2.79% |
$368K - $420K
|
75.8K
$18M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.23K- 4.38% |
$377K - $430K
|
48.7K
$11.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.24K- 17.48% |
$378K - $432K
|
10.6K
$2.51M
|
|
|
Feb 13, 2024
Q4 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-2.27K- 40.63% |
$383K - $437K
|
3.32K
$788K
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-2.27K- 27.31% |
$383K - $437K
|
6.05K
$1.44M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-2.28K- 5.94% |
$385K - $439K
|
36.1K
$8.58M
|
|
|
Feb 01, 2024
Q4 2023
|
Shikiar Asset Management Inc
|
SELL
|
- |
-2.3K- 15.86% |
$388K - $443K
|
12.2K
$2.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.32K- 15.4% |
$392K - $447K
|
12.8K
$3.03M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-2.37K- 4.46% |
$399K - $456K
|
50.7K
$12M
|
|
|
Feb 12, 2024
Q4 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-2.37K- 1.08% |
$400K - $456K
|
216K
$51.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Independent Family Office, LLC
|
SELL
|
- |
-2.37K- 5.82% |
$400K - $457K
|
38.4K
$9.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.38K- 5.85% |
$401K - $458K
|
38.3K
$9.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.38K- 2.72% |
$402K - $459K
|
85K
$20.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-2.4K- 0.98% |
$405K - $462K
|
243K
$57.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Global Endowment Management, LP
Charlotte, NC |
SELL
|
- |
-2.4K- 12.0% |
$405K - $462K
|
17.6K
$4.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.42K- 13.76% |
$409K - $467K
|
15.2K
$3.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-2.44K- 6.67% |
$412K - $470K
|
34.2K
$8.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Richard C. Young & Co., Ltd.
|
SELL
|
- |
-2.49K- 1.78% |
$421K - $480K
|
138K
$32.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-2.52K- 72.11% |
$425K - $485K
|
973
$231K
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-2.52KClosed |
$425K - $485K
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.59K- 2.97% |
$437K - $498K
|
84.5K
$20.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-2.62K- 3.78% |
$442K - $504K
|
66.5K
$15.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-2.62K- 8.55% |
$443K - $505K
|
28.1K
$6.67M
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
SELL
|
- |
-2.65K- 14.38% |
$448K - $511K
|
15.8K
$3.75M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Fusion Wealth Management, LLC
|
SELL
|
- |
-2.68K- 15.32% |
$453K - $517K
|
14.8K
$3.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-2.69K- 2.6% |
$454K - $517K
|
101K
$23.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.7K- 1.51% |
$456K - $520K
|
176K
$41.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-2.7K- 35.45% |
$457K - $521K
|
4.92K
$1.17M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.76K- 8.25% |
$466K - $531K
|
30.7K
$7.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.89K- 36.37% |
$487K - $556K
|
5.05K
$1.2M
|