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 |
|---|---|---|---|---|---|---|---|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.73K+ 7.64% |
$292K - $333K
|
24.4K
$5.79M
|
|
|
Apr 18, 2024
Q4 2023
|
Jbr CO Financial Management Inc
Ardmore, OK |
BUY
|
- |
1.71KNew |
$288K - $328K
|
1.71K
$405K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.69K+ 2.17% |
$286K - $326K
|
79.7K
$19M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.68K+ 13.28% |
$284K - $324K
|
14.3K
$3.41M
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.68K+ 13.28% |
$284K - $324K
|
14.3K
$3.41M
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
1.66K+ 4.67% |
$281K - $320K
|
37.3K
$8.86M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
1.65KNew |
$279K - $318K
|
1.65K
$392K
|
|
|
Feb 12, 2024
Q4 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
1.65K+ 0.91% |
$279K - $318K
|
184K
$43.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Bts Asset Management, Inc.
|
BUY
|
- |
1.64KNew |
$277K - $316K
|
1.64K
$390K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.63K+ 0.63% |
$275K - $313K
|
262K
$62.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
1.63KNew |
$274K - $313K
|
1.63K
$386K
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
1.62KNew |
$274K - $313K
|
1.62K
$386K
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.61K+ 108.5% |
$272K - $310K
|
3.09K
$735K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.61K+ 4.38% |
$271K - $309K
|
38.3K
$9.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.59K+ 2.08% |
$268K - $306K
|
77.8K
$18.5M
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
1.58KNew |
$267K - $304K
|
1.58K
$375K
|
|
|
Jan 17, 2024
Q4 2023
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
1.56KNew |
$263K - $300K
|
1.56K
$371K
|
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.54K+ 2.43% |
$259K - $296K
|
64.7K
$15.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
1.5KNew |
$253K - $289K
|
1.5K
$356K
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
1.5KNew |
$253K - $289K
|
1.5K
$356K
|
|
|
Feb 13, 2024
Q4 2023
|
Game Creek Capital, LP
Boston, MA |
BUY
|
- |
1.5K+ 10.91% |
$253K - $289K
|
15.3K
$3.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
- |
1.5K+ 6.98% |
$253K - $289K
|
23K
$5.47M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1.5K+ 10685.71% |
$253K - $288K
|
1.51K
$359K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
1.45KNew |
$244K - $278K
|
1.45K
$343K
|
|
|
Feb 05, 2024
Q4 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
1.43K+ 2.57% |
$242K - $276K
|
57.1K
$13.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.43K+ 3.75% |
$241K - $275K
|
39.5K
$9.38M
|
|
|
Mar 14, 2024
Q4 2023
|
Walden Wealth Partners LLC
Beachwood, OH |
BUY
|
- |
1.42KNew |
$240K - $274K
|
1.42K
$338K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
1.42KNew |
$239K - $273K
|
1.42K
$337K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.41KNew |
$239K - $272K
|
1.41K
$336K
|
|
|
Jan 22, 2024
Q4 2023
|
Durante & Waters, LLC
Brewster, NY |
BUY
|
- |
1.41KNew |
$238K - $271K
|
1.41K
$334K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
1.41KNew |
$237K - $271K
|
1.41K
$334K
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.4KNew |
$237K - $270K
|
1.4K
$333K
|
|
|
Feb 12, 2024
Q4 2023
|
Wells Financial Advisors Inc
|
BUY
|
- |
1.4K+ 4.63% |
$236K - $270K
|
31.6K
$7.52M
|
|
|
Jan 18, 2024
Q4 2023
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
1.4K+ 29.24% |
$236K - $269K
|
6.18K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
1.4KNew |
$236K - $269K
|
1.4K
$332K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.39KNew |
$235K - $268K
|
1.39K
$330K
|
|
|
Feb 14, 2024
Q4 2023
|
Bienville Capital Management, LLC
New York, NY |
BUY
|
- |
1.38KNew |
$232K - $265K
|
1.38K
$327K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.38K+ 1.22% |
$232K - $265K
|
114K
$27.1M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.38K+ 9.67% |
$232K - $265K
|
15.6K
$3.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.37K+ 68.96% |
$231K - $264K
|
3.36K
$798K
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
1.35KNew |
$228K - $261K
|
1.35K
$322K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
1.34KNew |
$226K - $257K
|
1.34K
$317K
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
1.34KNew |
$225K - $257K
|
1.34K
$317K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
1.32KNew |
$223K - $255K
|
1.32K
$314K
|
|
|
Feb 08, 2024
Q4 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
1.32K+ 29.23% |
$223K - $255K
|
5.84K
$1.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.32K+ 66.57% |
$223K - $254K
|
3.3K
$785K
|
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.31KNew |
$221K - $252K
|
1.31K
$311K
|
|
|
Jan 30, 2024
Q4 2023
|
Rye Brook Capital LLC
|
BUY
|
- |
1.3K+ 4.56% |
$219K - $250K
|
29.8K
$7.09M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.3K+ 3.23% |
$219K - $250K
|
41.4K
$9.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
1.3KNew |
$219K - $249K
|
1.3K
$308K
|