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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1.17KNew |
$208K - $223K
|
1.17K
$300K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.17K+ 4.62% |
$207K - $223K
|
26.5K
$6.78M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
1.16K+ 27.72% |
$206K - $221K
|
5.35K
$1.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
1.16K+ 24.4% |
$206K - $221K
|
5.92K
$1.51M
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.15K+ 48.0% |
$204K - $219K
|
3.55K
$907K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
1.15K+ 201.93% |
$204K - $219K
|
1.72K
$440K
|
|
|
Jul 25, 2023
Q2 2023
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
1.14KNew |
$203K - $218K
|
1.14K
$292K
|
|
|
Aug 10, 2023
Q2 2023
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
1.14K+ 8.78% |
$202K - $217K
|
14.1K
$3.61M
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
1.13K+ 28.01% |
$201K - $216K
|
5.18K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
1.13KNew |
$201K - $216K
|
1.13K
$290K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.13K+ 3.97% |
$201K - $216K
|
29.7K
$7.59M
|
|
|
Dec 19, 2024
Q2 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.13KNew |
$200K - $216K
|
1.13K
$289K
|
|
|
Jul 31, 2023
Q2 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
1.13KNew |
$199K - $214K
|
1.13K
$288K
|
|
|
Jul 21, 2023
Q2 2023
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
1.12KNew |
$199K - $214K
|
1.12K
$287K
|
|
|
Aug 14, 2023
Q2 2023
|
Marketfield Asset Management LLC
|
BUY
|
- |
1.12K+ 52.27% |
$198K - $213K
|
3.26K
$833K
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
1.12K+ 68.91% |
$198K - $213K
|
2.74K
$700K
|
|
|
Aug 11, 2023
Q2 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
1.11K+ 5.08% |
$197K - $212K
|
23K
$5.88M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.11K+ 7.27% |
$196K - $211K
|
16.3K
$4.17M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.1K+ 33.42% |
$195K - $209K
|
4.39K
$1.12M
|
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.1K+ 56.36% |
$195K - $209K
|
3.05K
$779K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
1.09K+ 22.8% |
$193K - $208K
|
5.88K
$1.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
1.08K+ 67.88% |
$192K - $206K
|
2.68K
$684K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
1.07K+ 45.58% |
$190K - $204K
|
3.43K
$876K
|
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
1.07K+ 2.92% |
$190K - $204K
|
37.8K
$9.67M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.07K+ 5.64% |
$189K - $203K
|
19.9K
$5.1M
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.07K+ 5.64% |
$189K - $203K
|
19.9K
$5.1M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
BUY
|
- |
1.06K+ 49.79% |
$188K - $202K
|
3.2K
$817K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.06K+ 3.05% |
$187K - $201K
|
35.7K
$9.12M
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1.05K+ 22.78% |
$186K - $200K
|
5.66K
$1.45M
|
|
|
Jul 26, 2023
Q2 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
1.05K+ 4.43% |
$186K - $200K
|
24.7K
$6.31M
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
1.05KNew |
$185K - $199K
|
1.05K
$268K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
1.04K+ 36.1% |
$185K - $199K
|
3.94K
$1.01M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.04K+ 36.1% |
$185K - $199K
|
3.94K
$1.01M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.04K+ 75.22% |
$184K - $198K
|
2.43K
$620K
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
1.04K+ 30.42% |
$184K - $197K
|
4.45K
$1.14M
|
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
1.04K+ 19.48% |
$184K - $197K
|
6.36K
$1.63M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
1.03K+ 21.3% |
$183K - $196K
|
5.87K
$1.5M
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.02K+ 2.86% |
$181K - $195K
|
36.8K
$9.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
1.02K+ 7.24% |
$181K - $194K
|
15.1K
$3.86M
|
|
|
Jul 26, 2023
Q2 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
1.01K+ 48.02% |
$178K - $191K
|
3.1K
$792K
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1K+ 23.36% |
$177K - $190K
|
5.28K
$1.35M
|
|
|
Aug 07, 2023
Q2 2023
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
934+ 48.0% |
$165K - $178K
|
2.88K
$736K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
924+ 2.26% |
$164K - $176K
|
41.9K
$10.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
915+ 79.7% |
$162K - $174K
|
2.06K
$527K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
913+ 5.42% |
$162K - $174K
|
17.8K
$4.54M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
912+ 19.55% |
$162K - $174K
|
5.58K
$1.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
900+ 28.45% |
$159K - $171K
|
4.06K
$1.04M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
886+ 1.82% |
$157K - $169K
|
49.7K
$12.7M
|
|
|
Jul 19, 2023
Q2 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
885+ 2.42% |
$157K - $169K
|
37.5K
$9.59M
|
|
|
Aug 28, 2024
Q2 2023
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
885+ 5.63% |
$157K - $169K
|
16.6K
$4.25M
|