Purchases and Sales Made in Q2 2023 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q2 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 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
1.58K+ 7.74% |
$280K - $301K
|
22K
$5.62M
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.55KNew |
$275K - $296K
|
1.55K
$397K
|
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
1.55K+ 40.52% |
$274K - $295K
|
5.38K
$1.37M
|
|
|
Aug 02, 2023
Q2 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
1.55K+ 2.9% |
$274K - $294K
|
54.8K
$14M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.53K+ 11.17% |
$271K - $292K
|
15.2K
$3.9M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
1.53K+ 25.08% |
$270K - $291K
|
7.61K
$1.95M
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
1.52K+ 6.7% |
$269K - $289K
|
24.2K
$6.19M
|
|
|
Jul 17, 2023
Q2 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
1.52KNew |
$268K - $289K
|
1.52K
$388K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
1.5K+ 14.26% |
$265K - $285K
|
12K
$3.07M
|
|
|
Aug 11, 2023
Q2 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.49K+ 49800.0% |
$265K - $285K
|
1.5K
$383K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
1.48K+ 2.4% |
$262K - $282K
|
63.2K
$16.2M
|
|
|
Jul 27, 2023
Q2 2023
|
Capital City Trust CO
|
BUY
|
- |
1.47K+ 67.11% |
$260K - $280K
|
3.66K
$936K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
1.46K+ 15.19% |
$259K - $278K
|
11.1K
$2.83M
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.45K+ 12.66% |
$257K - $276K
|
12.9K
$3.3M
|
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
BUY
|
- |
1.45K+ 15.03% |
$256K - $276K
|
11.1K
$2.83M
|
|
|
Jul 19, 2023
Q2 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
1.44K+ 27.08% |
$256K - $275K
|
6.77K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.43KNew |
$253K - $272K
|
1.43K
$366K
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
1.41K+ 1.26% |
$250K - $269K
|
114K
$29.1M
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
1.41KNew |
$249K - $268K
|
1.41K
$360K
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.4K+ 93.33% |
$248K - $267K
|
2.9K
$741K
|
|
|
Aug 07, 2023
Q2 2023
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
1.38KNew |
$245K - $264K
|
1.38K
$354K
|
|
|
Jul 13, 2023
Q2 2023
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1.38KNew |
$245K - $263K
|
1.38K
$353K
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
1.36K+ 52.65% |
$241K - $259K
|
3.95K
$1.01M
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
1.35K+ 12.91% |
$240K - $258K
|
11.8K
$3.02M
|
|
|
Sep 07, 2023
Q2 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
1.34K+ 5.51% |
$236K - $254K
|
25.6K
$6.54M
|
|
|
Jul 20, 2023
Q2 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
1.33KNew |
$235K - $253K
|
1.33K
$340K
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
1.32KNew |
$234K - $252K
|
1.32K
$338K
|
|
|
Aug 01, 2023
Q2 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
1.32KNew |
$234K - $251K
|
1.32K
$337K
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
BUY
|
- |
1.32KNew |
$233K - $250K
|
1.32K
$336K
|
|
|
Jul 19, 2023
Q2 2023
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
1.31KNew |
$232K - $249K
|
1.31K
$335K
|
|
|
Aug 01, 2023
Q2 2023
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
1.3KNew |
$230K - $248K
|
1.3K
$333K
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.3KNew |
$230K - $247K
|
1.3K
$332K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
1.29K+ 6.0% |
$229K - $246K
|
22.9K
$5.85M
|
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.29KNew |
$229K - $246K
|
1.29K
$330K
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1.29KNew |
$228K - $245K
|
1.29K
$330K
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
1.29K+ 5.08% |
$228K - $245K
|
26.6K
$6.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
1.28K+ 4.29% |
$227K - $244K
|
31.1K
$7.95M
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.27K+ 13.75% |
$225K - $242K
|
10.5K
$2.69M
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
1.24KNew |
$220K - $236K
|
1.24K
$317K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
1.24KNew |
$220K - $236K
|
1.24K
$317K
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.24K+ 0.95% |
$219K - $235K
|
131K
$33.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.23K+ 19.38% |
$218K - $235K
|
7.59K
$1.94M
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
1.23KNew |
$218K - $234K
|
1.23K
$315K
|
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.23K+ 1.84% |
$217K - $233K
|
67.8K
$17.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
1.21KNew |
$214K - $230K
|
1.21K
$309K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.19K+ 60.95% |
$211K - $227K
|
3.15K
$804K
|
|
|
Aug 04, 2023
Q2 2023
|
Custos Family Office, LLC
Greenwood Village, CO |
BUY
|
- |
1.19KNew |
$210K - $226K
|
1.19K
$304K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
1.19KNew |
$210K - $226K
|
1.19K
$303K
|
|
|
Jul 21, 2023
Q2 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
1.19KNew |
$210K - $226K
|
1.19K
$303K
|
|
|
Aug 02, 2023
Q2 2023
|
One Day In July LLC
|
BUY
|
- |
1.18KNew |
$209K - $225K
|
1.18K
$302K
|