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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
SELL
|
- |
-2.9K- 14.22% |
$489K - $558K
|
17.5K
$4.15M
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.94K- 33.74% |
$496K - $566K
|
5.77K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-2.96K- 19.65% |
$499K - $569K
|
12.1K
$2.87M
|
|
|
Jan 26, 2024
Q4 2023
|
Gruss & Co., LLC
|
SELL
|
- |
-3K- 37.5% |
$506K - $578K
|
5K
$1.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.01K- 11.32% |
$508K - $579K
|
23.6K
$5.6M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.04K- 8.08% |
$513K - $585K
|
34.6K
$8.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-3.1K- 12.94% |
$523K - $597K
|
20.9K
$4.95M
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.26K- 5.0% |
$550K - $628K
|
61.9K
$14.7M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3.26K- 5.0% |
$550K - $628K
|
61.9K
$14.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-3.27K- 3.43% |
$552K - $630K
|
92.2K
$21.9M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-3.28K- 31.45% |
$554K - $632K
|
7.16K
$1.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Your Advocates Ltd., LLP
Houston, TX |
SELL
|
- |
-3.3K- 4.68% |
$557K - $636K
|
67.2K
$16M
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-3.3K- 31.58% |
$557K - $636K
|
7.15K
$1.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Autumn Glory Partners, LLC
|
SELL
|
- |
-3.33K- 41.32% |
$562K - $641K
|
4.72K
$1.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3.35K- 3.62% |
$566K - $645K
|
89.2K
$21.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.39K- 16.33% |
$572K - $653K
|
17.4K
$4.13M
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
SELL
|
- |
-3.4K- 3.17% |
$575K - $655K
|
104K
$24.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Css LLC
Chicago, IL |
SELL
|
- |
-3.5K- 26.92% |
$591K - $674K
|
9.5K
$2.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-3.52K- 29.32% |
$594K - $677K
|
8.48K
$2.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-3.55K- 3.65% |
$599K - $684K
|
93.6K
$22.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-3.62K- 67.14% |
$610K - $696K
|
1.77K
$421K
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-3.63K- 58.18% |
$613K - $699K
|
2.61K
$620K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.76K- 4.49% |
$635K - $725K
|
80K
$19M
|
|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-3.77K- 11.59% |
$636K - $726K
|
28.7K
$6.83M
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-3.81K- 95.23% |
$643K - $734K
|
191
$45.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.84K- 0.71% |
$647K - $739K
|
536K
$127M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3.88K- 5.64% |
$655K - $747K
|
64.9K
$15.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.93K- 3.55% |
$663K - $756K
|
107K
$25.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-3.95K- 24.29% |
$668K - $762K
|
12.3K
$2.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-4K- 24.04% |
$675K - $770K
|
12.6K
$3M
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-4K- 80.0% |
$675K - $770K
|
1K
$238K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-4.04K- 55.18% |
$682K - $778K
|
3.28K
$780K
|
|
|
Feb 09, 2024
Q4 2023
|
Brogan Financial, Inc.
Knoxville, TN |
SELL
|
- |
-4.14K- 12.55% |
$700K - $798K
|
28.9K
$6.86M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-4.23K- 6.04% |
$715K - $815K
|
65.8K
$15.6M
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-4.34K- 34.45% |
$733K - $836K
|
8.26K
$1.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.37K- 15.06% |
$737K - $841K
|
24.6K
$5.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Finance, LLC
|
SELL
|
- |
-4.46K- 9.85% |
$753K - $859K
|
40.8K
$9.7M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-4.49K- 15.0% |
$758K - $864K
|
25.4K
$6.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-4.5K- 50.0% |
$760K - $867K
|
4.5K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-4.51K- 17.37% |
$761K - $868K
|
21.4K
$5.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-4.54K- 19.17% |
$767K - $875K
|
19.2K
$4.55M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-4.66K- 17.05% |
$787K - $898K
|
22.7K
$5.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-4.78K- 2.92% |
$807K - $921K
|
159K
$37.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-4.82K- 6.29% |
$813K - $928K
|
71.8K
$17.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-4.83K- 3.74% |
$815K - $929K
|
124K
$29.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-4.84K- 64.51% |
$816K - $931K
|
2.66K
$632K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-4.88K- 20.71% |
$824K - $940K
|
18.7K
$4.44M
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-4.94K- 67.23% |
$834K - $951K
|
2.41K
$572K
|
|
|
Feb 07, 2024
Q4 2023
|
Innova Wealth Partners
|
SELL
|
- |
-5.08K- 11.21% |
$858K - $979K
|
40.3K
$9.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.17K- 5.96% |
$874K - $996K
|
81.7K
$19.4M
|