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 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.29K+ 5.1% |
$218K - $249K
|
26.6K
$6.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.28K+ 9.98% |
$216K - $247K
|
14.1K
$3.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1.28KNew |
$216K - $246K
|
1.28K
$313K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
1.28KNew |
$215K - $246K
|
1.28K
$312K
|
|
|
Mar 05, 2024
Q4 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.28K+ 99.53% |
$215K - $246K
|
2.56K
$625K
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
1.27KNew |
$215K - $245K
|
1.27K
$311K
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
1.26K+ 36.09% |
$212K - $242K
|
4.73K
$1.16M
|
|
|
Feb 06, 2024
Q4 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.25K+ 36.65% |
$212K - $241K
|
4.67K
$1.14M
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
1.25KNew |
$211K - $241K
|
1.25K
$306K
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
1.24KNew |
$210K - $239K
|
1.24K
$304K
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
BUY
|
- |
1.24KNew |
$209K - $239K
|
1.24K
$303K
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
1.24K+ 3.0% |
$209K - $238K
|
42.6K
$10.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
1.21KNew |
$205K - $234K
|
1.21K
$297K
|
|
|
Feb 09, 2024
Q4 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.2K+ 14.87% |
$203K - $232K
|
9.3K
$2.27M
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.2K+ 80.62% |
$203K - $231K
|
2.69K
$659K
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
1.2K+ 16.72% |
$202K - $231K
|
8.36K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.19K+ 9.27% |
$201K - $230K
|
14K
$3.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.17KNew |
$198K - $226K
|
1.17K
$287K
|
|
|
Feb 06, 2024
Q4 2023
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1.16KNew |
$196K - $224K
|
1.16K
$284K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.16K+ 3.67% |
$196K - $223K
|
32.7K
$8.01M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
1.16KNew |
$196K - $223K
|
1.16K
$283K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.16KNew |
$196K - $223K
|
1.16K
$283K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.16K+ 1.72% |
$195K - $223K
|
68.4K
$16.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.16K+ 19.68% |
$195K - $223K
|
7.03K
$1.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Ardent Capital Management, Inc.
Cincinnati, OH |
BUY
|
- |
1.15KNew |
$194K - $221K
|
1.15K
$281K
|
|
|
Feb 21, 2024
Q4 2023
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
1.15KNew |
$193K - $221K
|
1.15K
$280K
|
|
|
Jan 29, 2024
Q4 2023
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
1.15K+ 2.85% |
$193K - $221K
|
41.3K
$10.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.14KNew |
$193K - $220K
|
1.14K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Diker Management LLC
New York, NY |
BUY
|
- |
1.14KNew |
$192K - $219K
|
1.14K
$278K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.14KNew |
$192K - $219K
|
1.14K
$278K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.13KNew |
$191K - $218K
|
1.13K
$277K
|
|
|
Jan 31, 2024
Q4 2023
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
1.13KNew |
$191K - $218K
|
1.13K
$277K
|
|
|
Jan 25, 2024
Q4 2023
|
Wespac Advisors, LLC
|
BUY
|
- |
1.13K+ 2.14% |
$191K - $218K
|
53.8K
$13.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.13KNew |
$190K - $217K
|
1.13K
$275K
|
|
|
Jan 23, 2024
Q4 2023
|
Satovsky Asset Management LLC
|
BUY
|
- |
1.12KNew |
$190K - $216K
|
1.12K
$275K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.12KNew |
$190K - $216K
|
1.12K
$275K
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.12KNew |
$190K - $216K
|
1.12K
$275K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
1.12KNew |
$190K - $216K
|
1.12K
$275K
|
|
|
Jan 08, 2024
Q4 2023
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
1.12KNew |
$188K - $215K
|
1.12K
$273K
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
1.11KNew |
$188K - $215K
|
1.11K
$273K
|
|
|
Feb 07, 2024
Q4 2023
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1.11KNew |
$188K - $214K
|
1.11K
$272K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
1.11KNew |
$187K - $214K
|
1.11K
$271K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
BUY
|
- |
1.11KNew |
$187K - $213K
|
1.11K
$271K
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.11KNew |
$187K - $213K
|
1.11K
$271K
|
|
|
Jan 22, 2024
Q4 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.1KNew |
$186K - $212K
|
1.1K
$269K
|
|
|
Feb 07, 2024
Q4 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
1.1KNew |
$186K - $212K
|
1.1K
$269K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.1K+ 34.95% |
$186K - $212K
|
4.25K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.1KNew |
$185K - $211K
|
1.1K
$269K
|
|
|
Feb 08, 2024
Q4 2023
|
Aegis Financial Corp
Mc Lean, VA |
BUY
|
- |
1.1KNew |
$185K - $211K
|
1.1K
$268K
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
1.1KNew |
$185K - $211K
|
1.1K
$268K
|