Purchases and Sales Made in Q3 2024 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
700+ 43.34% |
$151K - $173K
|
2.32K
$592K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
696+ 25.33% |
$150K - $172K
|
3.44K
$880K
|
|
|
Nov 14, 2024
Q3 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
696+ 3.04% |
$150K - $172K
|
23.6K
$6.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
694+ 17.83% |
$150K - $171K
|
4.59K
$1.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Ndwm LLC
La Jolla, CA |
BUY
|
- |
689+ 24.12% |
$149K - $170K
|
3.55K
$907K
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
688+ 40.54% |
$148K - $170K
|
2.39K
$610K
|
|
|
Nov 04, 2024
Q3 2024
|
Platform Technology Partners
|
BUY
|
- |
688+ 12.14% |
$148K - $170K
|
6.35K
$1.62M
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
681+ 54.09% |
$147K - $168K
|
1.94K
$496K
|
|
|
Nov 14, 2024
Q3 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
679+ 56.26% |
$146K - $168K
|
1.89K
$482K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
667+ 1.9% |
$144K - $165K
|
35.8K
$9.16M
|
|
|
Oct 07, 2024
Q3 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
660+ 3.39% |
$142K - $163K
|
20.2K
$5.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
652+ 6.58% |
$141K - $161K
|
10.6K
$2.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
650+ 3.47% |
$140K - $161K
|
19.4K
$4.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
642+ 0.7% |
$138K - $159K
|
92.9K
$23.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
641+ 8.37% |
$138K - $158K
|
8.3K
$2.12M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
638+ 7.23% |
$138K - $158K
|
9.46K
$2.42M
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
624+ 6.0% |
$135K - $154K
|
11K
$2.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
620+ 2.05% |
$134K - $153K
|
30.8K
$7.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
619+ 1.6% |
$133K - $153K
|
39.4K
$10.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
611+ 11.24% |
$132K - $151K
|
6.05K
$1.55M
|
|
|
Nov 05, 2024
Q3 2024
|
Waverton Investment Management LTD
|
BUY
|
- |
610+ 0.96% |
$131K - $151K
|
64.1K
$16.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
BUY
|
- |
609+ 35.7% |
$131K - $150K
|
2.32K
$592K
|
|
|
Oct 21, 2024
Q3 2024
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
595+ 32.62% |
$128K - $147K
|
2.42K
$618K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
591+ 3.34% |
$127K - $146K
|
18.3K
$4.68M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
590+ 15.91% |
$127K - $146K
|
4.3K
$1.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
588+ 20.9% |
$127K - $145K
|
3.4K
$869K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
581+ 2.01% |
$125K - $143K
|
29.5K
$7.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
576New |
$124K - $142K
|
576
$147K
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
575+ 26.22% |
$124K - $142K
|
2.77K
$708K
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
568+ 3.51% |
$122K - $140K
|
16.7K
$4.28M
|
|
|
Jan 03, 2025
Q3 2024
|
Allie Family Office LLC
|
BUY
|
- |
568+ 3.51% |
$122K - $140K
|
16.7K
$4.28M
|
|
|
Oct 03, 2024
Q3 2024
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
566+ 5.97% |
$122K - $140K
|
10K
$2.57M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
564+ 3.92% |
$122K - $139K
|
15K
$3.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
560New |
$121K - $138K
|
560
$143K
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
557+ 19.51% |
$120K - $138K
|
3.41K
$872K
|
|
|
Nov 05, 2024
Q3 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
556+ 4.07% |
$120K - $137K
|
14.2K
$3.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
553+ 3.56% |
$119K - $137K
|
16.1K
$4.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
550+ 11.84% |
$119K - $136K
|
5.2K
$1.33M
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
545+ 15.52% |
$117K - $135K
|
4.06K
$1.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
544+ 10.03% |
$117K - $134K
|
5.97K
$1.53M
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
542+ 0.83% |
$117K - $134K
|
65.7K
$16.8M
|
|
|
Oct 08, 2024
Q3 2024
|
Act Wealth Management, LLC
|
BUY
|
- |
538+ 0.59% |
$116K - $133K
|
91.9K
$23.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
534+ 15.55% |
$115K - $132K
|
3.97K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
531+ 3.84% |
$114K - $131K
|
14.4K
$3.67M
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
527+ 5.16% |
$114K - $130K
|
10.7K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
526+ 0.71% |
$113K - $130K
|
74.6K
$19.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
525+ 25.77% |
$113K - $130K
|
2.56K
$655K
|
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
522+ 32.14% |
$113K - $129K
|
2.15K
$549K
|
|
|
Oct 07, 2024
Q3 2024
|
Goal Fusion Wealth Management, LLC
|
BUY
|
- |
519+ 3.58% |
$112K - $128K
|
15K
$3.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
519+ 12.13% |
$112K - $128K
|
4.8K
$1.23M
|