Purchases and Sales Made in Q4 2024 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q4 2024. 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 04, 2025
Q4 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
199+ 9.78% |
$47.1K - $51.2K
|
2.23K
$605K
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
199+ 6.21% |
$47.1K - $51.2K
|
3.41K
$922K
|
|
Feb 13, 2025
Q4 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
197+ 2.25% |
$46.6K - $50.7K
|
8.95K
$2.42M
|
|
Jan 23, 2025
Q4 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
196+ 16.5% |
$46.4K - $50.5K
|
1.38K
$375K
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
195+ 9.69% |
$46.1K - $50.2K
|
2.21K
$598K
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
193+ 15.98% |
$45.7K - $49.7K
|
1.4K
$379K
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
191+ 9.75% |
$45.2K - $49.2K
|
2.15K
$582K
|
|
Jan 13, 2025
Q4 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
189+ 5.79% |
$44.7K - $48.7K
|
3.45K
$935K
|
|
Feb 12, 2025
Q4 2024
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
189+ 0.6% |
$44.7K - $48.7K
|
31.9K
$8.64M
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
188+ 6.78% |
$44.5K - $48.4K
|
2.96K
$802K
|
|
Jan 16, 2025
Q4 2024
|
Bayshore Asset Management, LLC
|
BUY
|
- |
186+ 1.85% |
$44K - $47.9K
|
10.2K
$2.77M
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
186+ 7.21% |
$44K - $47.9K
|
2.77K
$749K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
186+ 17.38% |
$44K - $47.9K
|
1.26K
$340K
|
|
Jan 31, 2025
Q4 2024
|
Hapanowicz & Associates Financial Services, Inc
|
BUY
|
- |
182+ 13.85% |
$43.1K - $46.9K
|
1.5K
$405K
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
182+ 11.13% |
$43.1K - $46.9K
|
1.82K
$492K
|
|
Feb 10, 2025
Q4 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
182+ 0.75% |
$43.1K - $46.9K
|
24.4K
$6.6M
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
180+ 5.66% |
$42.6K - $46.4K
|
3.36K
$910K
|
|
Jan 30, 2025
Q4 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
180+ 5.28% |
$42.6K - $46.4K
|
3.59K
$972K
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
180+ 0.76% |
$42.6K - $46.4K
|
23.7K
$6.42M
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
175+ 6.06% |
$41.4K - $45.1K
|
3.06K
$829K
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
175+ 1.85% |
$41.4K - $45.1K
|
9.64K
$2.61M
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
BUY
|
- |
171+ 2.64% |
$40.5K - $44K
|
6.65K
$1.8M
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
170+ 4.58% |
$40.2K - $43.8K
|
3.88K
$1.05M
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
170+ 8.68% |
$40.2K - $43.8K
|
2.13K
$576K
|
|
Jan 31, 2025
Q4 2024
|
Rye Brook Capital LLC
|
BUY
|
- |
170+ 1.3% |
$40.2K - $43.8K
|
13.2K
$3.57M
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
170+ 4.19% |
$40.2K - $43.8K
|
4.23K
$1.15M
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
170+ 2.78% |
$40.2K - $43.8K
|
6.28K
$1.7M
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
169+ 10.01% |
$40K - $43.5K
|
1.86K
$503K
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
165+ 5.1% |
$39K - $42.5K
|
3.4K
$920K
|
|
Jan 27, 2025
Q4 2024
|
Tanager Wealth Management LLP
|
BUY
|
- |
163+ 19.78% |
$38.6K - $42K
|
987
$267K
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
163New |
$38.6K - $42K
|
163
$44.1K
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
BUY
|
- |
161+ 14.44% |
$38.1K - $41.5K
|
1.28K
$345K
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
160New |
$37.9K - $41.2K
|
160
$43.3K
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
155+ 4.02% |
$36.7K - $39.9K
|
4.01K
$1.09M
|
|
Jan 17, 2025
Q4 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
155+ 5.4% |
$36.7K - $39.9K
|
3.03K
$819K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
151+ 48.09% |
$35.7K - $38.9K
|
465
$126K
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
150+ 15.82% |
$35.5K - $38.6K
|
1.1K
$297K
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
149+ 9.0% |
$35.3K - $38.4K
|
1.8K
$488K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
148+ 1.86% |
$35K - $38.1K
|
8.11K
$2.2M
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
147+ 11.69% |
$34.8K - $37.9K
|
1.4K
$380K
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
BUY
|
- |
146+ 7.0% |
$34.5K - $37.6K
|
2.23K
$605K
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
BUY
|
- |
146+ 2.75% |
$34.5K - $37.6K
|
5.45K
$1.48M
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
145+ 9.7% |
$34.3K - $37.3K
|
1.64K
$444K
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
143+ 10.74% |
$33.8K - $36.8K
|
1.48K
$399K
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
142+ 10.73% |
$33.6K - $36.6K
|
1.47K
$397K
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
141+ 0.38% |
$33.4K - $36.3K
|
37.7K
$10.2M
|
|
Jan 24, 2025
Q4 2024
|
Chicago Capital, LLC
|
BUY
|
- |
140+ 9.57% |
$33.1K - $36.1K
|
1.6K
$434K
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
140+ 0.45% |
$33.1K - $36.1K
|
31K
$8.39M
|
|
Jan 10, 2025
Q4 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
139+ 16.65% |
$32.9K - $35.8K
|
974
$264K
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
139+ 13.61% |
$32.9K - $35.8K
|
1.16K
$314K
|