Purchases and Sales Made in Q2 2024 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
27+ 1.32% |
$5.61K - $6.06K
|
2.07K
$544K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
27+ 1.48% |
$5.61K - $6.06K
|
1.85K
$487K
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
27+ 14.36% |
$5.61K - $6.06K
|
215
$56.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
26+ 10.4% |
$5.4K - $5.84K
|
276
$72.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
24+ 0.21% |
$4.99K - $5.39K
|
11.4K
$3M
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
23+ 0.66% |
$4.78K - $5.16K
|
3.5K
$920K
|
|
|
Jul 16, 2024
Q2 2024
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
23+ 1.12% |
$4.78K - $5.16K
|
2.08K
$547K
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
23+ 0.9% |
$4.78K - $5.16K
|
2.59K
$680K
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
22+ 1.66% |
$4.57K - $4.94K
|
1.35K
$353K
|
|
|
Jul 22, 2024
Q2 2024
|
Lam Group, Inc.
Lake Oswego, OR |
BUY
|
- |
20+ 0.73% |
$4.16K - $4.49K
|
2.76K
$725K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
20+ 1.02% |
$4.16K - $4.49K
|
1.99K
$522K
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
18+ 0.73% |
$3.74K - $4.04K
|
2.48K
$651K
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
17+ 0.1% |
$3.53K - $3.82K
|
16.3K
$4.28M
|
|
|
Jul 15, 2024
Q2 2024
|
American Asset Management Inc.
|
BUY
|
- |
16+ 0.61% |
$3.33K - $3.59K
|
2.63K
$690K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
15+ 0.18% |
$3.12K - $3.37K
|
8.17K
$2.15M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
15New |
$3.12K - $3.37K
|
15
$3.94K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
14+ 0.44% |
$2.91K - $3.14K
|
3.19K
$837K
|
|
|
Aug 08, 2024
Q2 2024
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
14+ 0.09% |
$2.91K - $3.14K
|
15.5K
$4.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
14+ 0.15% |
$2.91K - $3.14K
|
9.08K
$2.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
12+ 0.2% |
$2.49K - $2.69K
|
5.95K
$1.56M
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.88% |
$2.08K - $2.25K
|
1.14K
$300K
|
|
|
Aug 02, 2024
Q2 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
10+ 0.32% |
$2.08K - $2.25K
|
3.13K
$823K
|
|
|
Aug 13, 2024
Q2 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
10+ 0.4% |
$2.08K - $2.25K
|
2.53K
$664K
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
9+ 0.28% |
$1.87K - $2.02K
|
3.2K
$839K
|
|
|
Aug 08, 2024
Q2 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
9+ 0.02% |
$1.87K - $2.02K
|
55.2K
$14.5M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
8+ 0.08% |
$1.66K - $1.8K
|
9.68K
$2.54M
|
|
|
Jul 12, 2024
Q2 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
7+ 0.41% |
$1.45K - $1.57K
|
1.73K
$453K
|
|
|
Jul 30, 2024
Q2 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
7+ 0.13% |
$1.45K - $1.57K
|
5.34K
$1.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
6+ 0.02% |
$1.25K - $1.35K
|
25.9K
$6.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
6+ 0.26% |
$1.25K - $1.35K
|
2.36K
$619K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
5+ 1.05% |
$1.04K - $1.12K
|
480
$126K
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
5+ 5.49% |
$1.04K - $1.12K
|
96
$25.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
5+ 0.08% |
$1.04K - $1.12K
|
6.33K
$1.66M
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
5+ 1.0% |
$1.04K - $1.12K
|
505
$133K
|
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
5+ 0.03% |
$1.04K - $1.12K
|
16.9K
$4.44M
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
5+ 1.03% |
$1.04K - $1.12K
|
489
$128K
|
|
|
Jul 11, 2024
Q2 2024
|
Buffington Mohr Mc Neal
|
BUY
|
- |
4+ 0.29% |
$831 - $898
|
1.36K
$358K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
3+ 0.23% |
$623 - $674
|
1.31K
$343K
|
|
|
Jul 12, 2024
Q2 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
3+ 0.09% |
$623 - $674
|
3.25K
$853K
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3+ 0.25% |
$623 - $674
|
1.18K
$311K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2+ 0.46% |
$416 - $449
|
438
$115K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
BUY
|
- |
2+ 0.06% |
$416 - $449
|
3.45K
$905K
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.02% |
$208 - $225
|
4.41K
$1.16M
|
|
|
Aug 07, 2024
Q2 2024
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1+ 0.6% |
$208 - $225
|
167
$43.8K
|
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-1- 0.04% |
$208 - $225
|
2.85K
$748K
|
|
|
Jul 10, 2024
Q2 2024
|
Shearwater Capital LLC
|
SELL
|
- |
-1- 0.02% |
$208 - $225
|
4.64K
$1.22M
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-1- 0.17% |
$208 - $225
|
590
$155K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1- 0.01% |
$208 - $225
|
12.8K
$3.36M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-1- 0.02% |
$208 - $225
|
4.58K
$1.2M
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-1- 1.09% |
$208 - $225
|
91
$23.9K
|