Latest Institutional Transactions on Spdr Gold Trust (GLD)
This table provides information on the latest institutional transactions involving Spdr Gold Trust (GLD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-88- 3.79% |
$20.8K - $22.7K
|
2.24K
$569K
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.09KNew |
$257K - $279K
|
1.09K
$276K
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
922+ 1.08% |
$218K - $237K
|
86.2K
$21.9M
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-289- 1.02% |
$68.4K - $74.4K
|
28.2K
$7.16M
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
35.3KNew |
$8.36M - $9.1M
|
35.3K
$8.99M
|
|
Jan 22, 2025
Q4 2024
|
Savior LLC
|
BUY
|
- |
14+ 0.3% |
$3.31K - $3.61K
|
4.74K
$1.21M
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.92K+ 25.9% |
$1.4M - $1.52M
|
28.8K
$7.32M
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
455+ 23.96% |
$108K - $117K
|
2.35K
$599K
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.23K+ 37.65% |
$1.24M - $1.35M
|
19.1K
$4.87M
|
|
Jan 22, 2025
Q4 2024
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
BUY
|
- |
1.42KNew |
$336K - $366K
|
1.42K
$362K
|
|
Jan 22, 2025
Q4 2024
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-35- 2.82% |
$8.28K - $9.01K
|
1.21K
$307K
|
|
Jan 22, 2025
Q4 2024
|
James Hambro & Partners
|
SELL
|
- |
-22.4K- 27.82% |
$5.29M - $5.76M
|
58K
$14.8M
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-855- 2.3% |
$202K - $220K
|
36.3K
$9.23M
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.85K- 99.93% |
$675K - $735K
|
2
$509
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
1.05KNew |
$248K - $270K
|
1.05K
$267K
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
842+ 4.32% |
$199K - $217K
|
20.3K
$5.18M
|
|
Jan 22, 2025
Q4 2024
|
Refined Wealth Management
|
BUY
|
- |
853+ 3.51% |
$202K - $220K
|
25.1K
$6.39M
|
|
Jan 22, 2025
Q4 2024
|
Curran Financial Partners, LLC
|
BUY
|
- |
1.81K+ 24.51% |
$428K - $466K
|
9.19K
$2.34M
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
35New |
$8.28K - $9.01K
|
35
$8.91K
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.38K+ 40.39% |
$326K - $355K
|
4.79K
$1.22M
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
14.7K+ 5.69% |
$3.48M - $3.78M
|
273K
$69.4M
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-955- 1.47% |
$226K - $246K
|
63.8K
$16.2M
|
|
Jan 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
105+ 2.94% |
$24.8K - $27K
|
3.68K
$936K
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
120+ 10.55% |
$28.4K - $30.9K
|
1.26K
$320K
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
1.06K+ 2.07% |
$250K - $272K
|
52K
$13.2M
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-3K- 75.64% |
$710K - $773K
|
966
$246K
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.16KNew |
$275K - $299K
|
1.16K
$296K
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-34- 10.83% |
$8.04K - $8.76K
|
280
$71.2K
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-82- 5.77% |
$19.4K - $21.1K
|
1.34K
$341K
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.71K+ 12.6% |
$404K - $440K
|
15.3K
$3.88M
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-59- 3.6% |
$14K - $15.2K
|
1.58K
$403K
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-330- 4.69% |
$78.1K - $85K
|
6.71K
$1.71M
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-792- 15.15% |
$187K - $204K
|
4.44K
$1.13M
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-7- 0.09% |
$1.66K - $1.8K
|
7.48K
$1.9M
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
575+ 18.97% |
$136K - $148K
|
3.61K
$917K
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
902+ 3.38% |
$213K - $232K
|
27.5K
$7.01M
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-303- 4.11% |
$71.7K - $78K
|
7.07K
$1.8M
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
503+ 45.73% |
$119K - $130K
|
1.6K
$408K
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
195+ 9.69% |
$46.1K - $50.2K
|
2.21K
$562K
|
|
Jan 22, 2025
Q4 2024
|
Tamar Securities, LLC
|
SELL
|
- |
-129- 0.71% |
$30.5K - $33.2K
|
18K
$4.59M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.52K+ 9.09% |
$1.31M - $1.42M
|
66.2K
$16.8M
|
|
Jan 22, 2025
Q4 2024
|
Deane Retirement Strategies, Inc.
|
BUY
|
- |
404+ 2.15% |
$95.6K - $104K
|
19.2K
$4.89M
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-1.34K- 3.34% |
$316K - $344K
|
38.7K
$9.84M
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
711+ 48.87% |
$168K - $183K
|
2.17K
$551K
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-150- 0.85% |
$35.5K - $38.6K
|
17.5K
$4.45M
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-346- 23.78% |
$81.9K - $89.1K
|
1.11K
$282K
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-25- 2.19% |
$5.91K - $6.44K
|
1.12K
$284K
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-1.11K- 20.66% |
$263K - $286K
|
4.27K
$1.09M
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
SELL
|
- |
-2.61K- 60.5% |
$617K - $672K
|
1.7K
$434K
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-640- 2.3% |
$151K - $165K
|
27.1K
$6.91M
|