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 |
|---|---|---|---|---|---|---|---|
|
May 21, 2024
Q4 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
2.44K+ 7.15% |
$412K - $470K
|
36.5K
$8.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
2.43KNew |
$411K - $468K
|
2.43K
$578K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
2.41KNew |
$407K - $465K
|
2.41K
$573K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.41K+ 152.82% |
$407K - $464K
|
3.99K
$947K
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
2.4K+ 7.64% |
$406K - $463K
|
33.9K
$8.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.4KNew |
$406K - $463K
|
2.4K
$571K
|
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
2.4K+ 35.8% |
$405K - $462K
|
9.1K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.4KNew |
$405K - $462K
|
2.4K
$570K
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
2.39KNew |
$404K - $461K
|
2.39K
$569K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
2.34K+ 0.79% |
$394K - $450K
|
298K
$70.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
2.32K+ 1364.71% |
$392K - $447K
|
2.49K
$592K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
2.32KNew |
$391K - $446K
|
2.32K
$550K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
2.3K+ 1.19% |
$388K - $443K
|
196K
$46.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Barlow Wealth Partners, Inc.
Louisville, KY |
BUY
|
- |
2.29KNew |
$386K - $441K
|
2.29K
$544K
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.27K+ 45.72% |
$384K - $438K
|
7.24K
$1.72M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.26KNew |
$382K - $436K
|
2.26K
$538K
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
2.25K+ 71.59% |
$380K - $433K
|
5.39K
$1.28M
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
2.25K+ 28.24% |
$379K - $433K
|
10.2K
$2.42M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.16K+ 18.08% |
$365K - $416K
|
14.1K
$3.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
BUY
|
- |
2.15KNew |
$362K - $413K
|
2.15K
$510K
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
2.14KNew |
$362K - $413K
|
2.14K
$509K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.14KNew |
$361K - $411K
|
2.14K
$508K
|
|
|
Feb 06, 2024
Q4 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
2.13K+ 89.69% |
$360K - $411K
|
4.51K
$1.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.08K+ 0.39% |
$352K - $401K
|
539K
$128M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
2.07KNew |
$349K - $399K
|
2.07K
$492K
|
|
|
Mar 12, 2024
Q4 2023
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
BUY
|
- |
2.07KNew |
$349K - $399K
|
2.07K
$492K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
2.05K+ 5.6% |
$346K - $395K
|
38.7K
$9.2M
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.05K+ 22.29% |
$346K - $395K
|
11.2K
$2.67M
|
|
|
Feb 02, 2024
Q4 2023
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
2.05KNew |
$346K - $394K
|
2.05K
$486K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
2.05KNew |
$345K - $394K
|
2.05K
$486K
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.04K+ 3.85% |
$344K - $393K
|
55K
$13.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
2.04K+ 30.48% |
$344K - $393K
|
8.73K
$2.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
2.02K+ 9.8% |
$340K - $388K
|
22.6K
$5.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
2K+ 98.52% |
$338K - $385K
|
4.03K
$958K
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
2K+ 126.9% |
$338K - $385K
|
3.58K
$850K
|
|
|
Feb 14, 2024
Q4 2023
|
Senator Investment Group LP
New York, NY |
BUY
|
- |
2KNew |
$338K - $385K
|
2K
$475K
|
|
|
Feb 15, 2024
Q4 2023
|
Primoris Wealth Advisors, LLC
|
BUY
|
- |
1.98K+ 16.56% |
$334K - $381K
|
13.9K
$3.31M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
1.96K+ 10.49% |
$331K - $377K
|
20.7K
$4.91M
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.94KNew |
$327K - $373K
|
1.94K
$461K
|
|
|
Feb 12, 2024
Q4 2023
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.9K+ 11.23% |
$321K - $366K
|
18.8K
$4.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
1.9KNew |
$320K - $365K
|
1.9K
$450K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.86K+ 14.72% |
$314K - $359K
|
14.5K
$3.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.85K+ 6.67% |
$312K - $356K
|
29.6K
$7.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.85KNew |
$312K - $356K
|
1.85K
$439K
|
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
1.83K+ 11.25% |
$309K - $353K
|
18.1K
$4.31M
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.81K+ 39.1% |
$306K - $349K
|
6.44K
$1.53M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.79K+ 7.84% |
$302K - $344K
|
24.6K
$5.83M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
1.77K+ 30.96% |
$298K - $340K
|
7.48K
$1.78M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.76KNew |
$296K - $338K
|
1.76K
$417K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.74KNew |
$293K - $334K
|
1.74K
$412K
|