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 31, 2024
Q4 2023
|
Curran Financial Partners, LLC
|
SELL
|
- |
-5.23K- 38.12% |
$883K - $1.01M
|
8.49K
$2.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.26K- 29.86% |
$888K - $1.01M
|
12.4K
$2.94M
|
|
|
Jan 23, 2024
Q4 2023
|
Estate Counselors, LLC
|
SELL
|
- |
-5.34K- 81.64% |
$901K - $1.03M
|
1.2K
$285K
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-5.93K- 11.99% |
$1M - $1.14M
|
43.5K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Centerstone Investors, LLC
New York, NY |
SELL
|
- |
-6K- 10.53% |
$1.01M - $1.16M
|
51K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-6.14K- 61.65% |
$1.04M - $1.18M
|
3.82K
$907K
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-6.19K- 2.18% |
$1.05M - $1.19M
|
278K
$65.9M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-6.27K- 12.59% |
$1.06M - $1.21M
|
43.5K
$10.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Client First Capital LLC
|
SELL
|
- |
-6.36K- 10.61% |
$1.07M - $1.22M
|
53.5K
$12.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-6.39K- 40.95% |
$1.08M - $1.23M
|
9.21K
$2.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-6.44K- 56.57% |
$1.09M - $1.24M
|
4.94K
$1.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-6.46K- 36.32% |
$1.09M - $1.24M
|
11.3K
$2.69M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-6.65K- 16.36% |
$1.12M - $1.28M
|
34K
$8.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-6.92K- 8.33% |
$1.17M - $1.33M
|
76.2K
$18.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.97K- 12.92% |
$1.18M - $1.34M
|
47K
$11.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Nvest Financial, LLC
|
SELL
|
- |
-7.26K- 11.93% |
$1.22M - $1.4M
|
53.6K
$12.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-7.4K- 5.01% |
$1.25M - $1.43M
|
140K
$33.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
SELL
|
- |
-7.5K- 46.88% |
$1.27M - $1.44M
|
8.5K
$2.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Ars Investment Partners, LLC
|
SELL
|
- |
-7.84K- 85.68% |
$1.32M - $1.51M
|
1.31K
$311K
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-7.91K- 46.45% |
$1.34M - $1.52M
|
9.12K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Medici Capital LLC
Newport Beach, CA |
SELL
|
- |
-8.1K- 66.94% |
$1.37M - $1.56M
|
4K
$951K
|
|
|
Jan 19, 2024
Q4 2023
|
James Hambro & Partners
|
SELL
|
- |
-8.28K- 7.85% |
$1.4M - $1.59M
|
97.1K
$23.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-8.38K- 4.08% |
$1.41M - $1.61M
|
197K
$46.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.52K- 6.99% |
$1.44M - $1.64M
|
113K
$26.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-8.66K- 11.22% |
$1.46M - $1.67M
|
68.6K
$16.3M
|
|
|
Mar 07, 2024
Q4 2023
|
Brown Shipley& CO LTD
London, X0 |
SELL
|
- |
-8.69K- 29.72% |
$1.47M - $1.67M
|
20.5K
$4.88M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
SELL
|
- |
-8.74K- 2.25% |
$1.48M - $1.68M
|
380K
$90.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-8.8K- 1.8% |
$1.49M - $1.69M
|
479K
$114M
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-8.81K- 15.67% |
$1.49M - $1.7M
|
47.4K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Pier 88 Investment Partners LLC
San Francisco, CA |
SELL
|
- |
-9.23K- 57.96% |
$1.56M - $1.78M
|
6.69K
$1.59M
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-9.4K- 19.39% |
$1.59M - $1.81M
|
39.1K
$9.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-9.51K- 3.92% |
$1.61M - $1.83M
|
233K
$55.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-9.54K- 66.08% |
$1.61M - $1.84M
|
4.9K
$1.16M
|
|
|
Jan 19, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-9.64KClosed |
$1.63M - $1.86M
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-9.68K- 25.11% |
$1.63M - $1.86M
|
28.9K
$6.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-9.88K- 59.18% |
$1.67M - $1.9M
|
6.82K
$1.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.94K- 3.81% |
$1.68M - $1.91M
|
251K
$59.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11K- 29.13% |
$1.86M - $2.12M
|
26.7K
$6.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-11.1K- 46.98% |
$1.88M - $2.14M
|
12.5K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 4.97% |
$1.89M - $2.15M
|
213K
$50.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Fractal Investments LLC
|
SELL
|
- |
-11.7K- 78.0% |
$1.98M - $2.25M
|
3.3K
$784K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.3K- 1.45% |
$2.08M - $2.37M
|
838K
$199M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-12.8K- 53.29% |
$2.17M - $2.47M
|
11.2K
$2.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis
Paris, I0 |
SELL
|
- |
-13K- 18.7% |
$2.19M - $2.5M
|
56.3K
$13.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-13.1K- 75.28% |
$2.21M - $2.52M
|
4.29K
$1.02M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-13.2K- 35.98% |
$2.23M - $2.55M
|
23.5K
$5.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-14.4K- 41.97% |
$2.43M - $2.77M
|
19.9K
$4.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-14.4K- 15.99% |
$2.43M - $2.77M
|
75.7K
$18M
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-14.5K- 9.79% |
$2.44M - $2.79M
|
133K
$31.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-14.8K- 74.77% |
$2.5M - $2.85M
|
5K
$1.19M
|