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 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
2.4K+ 7.64% |
$406K - $463K
|
33.9K
$9.09M
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
162+ 6.59% |
$27.4K - $31.2K
|
2.62K
$703K
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
64+ 3.78% |
$10.8K - $12.3K
|
1.76K
$472K
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-166- 5.59% |
$28K - $32K
|
2.81K
$753K
|
|
Jan 29, 2024
Q4 2023
|
Htg Investment Advisors, Inc.
New Canaan, CT |
BUY
|
- |
1.31KNew |
$221K - $252K
|
1.31K
$351K
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-28- 21.88% |
$4.73K - $5.39K
|
100
$26.8K
|
|
Jan 29, 2024
Q4 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-300- 7.06% |
$50.6K - $57.8K
|
3.95K
$1.06M
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
BUY
|
- |
130New |
$21.9K - $25K
|
130
$34.9K
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
BUY
|
- |
85+ 4.82% |
$14.4K - $16.4K
|
1.85K
$496K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
286+ 0.25% |
$48.3K - $55.1K
|
115K
$30.8M
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1.16KNew |
$196K - $223K
|
1.16K
$311K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
163+ 38.35% |
$27.5K - $31.4K
|
588
$158K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
232New |
$39.2K - $44.7K
|
232
$62.3K
|
|
Jan 26, 2024
Q4 2023
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
SELL
|
- |
-3- 0.65% |
$506 - $578
|
456
$122K
|
|
Jan 26, 2024
Q4 2023
|
Lester Murray Antman Dba Simply Rich
|
BUY
|
- |
1.09KNew |
$184K - $210K
|
1.09K
$292K
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
230+ 1.91% |
$38.8K - $44.3K
|
12.3K
$3.29M
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-5- 0.4% |
$844 - $963
|
1.24K
$332K
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
123+ 1.87% |
$20.8K - $23.7K
|
6.69K
$1.8M
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
SELL
|
- |
-3- 0.19% |
$506 - $578
|
1.61K
$431K
|
|
Jan 23, 2024
Q4 2023
|
Factory Mutual Insurance CO
Waltham, MA |
SELL
|
- |
-21.8K- 7.96% |
$3.68M - $4.2M
|
252K
$67.7M
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
20+ 1.4% |
$3.38K - $3.85K
|
1.45K
$389K
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-230- 53.49% |
$38.8K - $44.3K
|
200
$53.7K
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
230New |
$38.8K - $44.3K
|
230
$61.7K
|
|
Jan 19, 2024
Q4 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
2.4K+ 35.8% |
$405K - $462K
|
9.1K
$2.44M
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.4KNew |
$237K - $270K
|
1.4K
$377K
|
|
Jan 18, 2024
Q4 2023
|
La Fleur & Godfrey LLC
|
BUY
|
- |
1.05KNew |
$177K - $202K
|
1.05K
$282K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
100New |
$16.9K - $19.3K
|
100
$26.8K
|
|
Jan 17, 2024
Q4 2023
|
Cmc Financial Group
Atlanta, GA |
SELL
|
- |
-30K- 60.9% |
$5.06M - $5.78M
|
19.3K
$5.17M
|
|
Jan 17, 2024
Q4 2023
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
SELL
|
- |
-7- 0.11% |
$1.18K - $1.35K
|
6.39K
$1.71M
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
100+ 1.56% |
$16.9K - $19.3K
|
6.5K
$1.75M
|
|
Jan 12, 2024
Q4 2023
|
Cox Capital Mgt LLC
|
BUY
|
- |
5.15KNew |
$870K - $992K
|
5.15K
$1.38M
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-700- 37.74% |
$118K - $135K
|
1.16K
$310K
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
500New |
$84.4K - $96.3K
|
500
$134K
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
SELL
|
CALL |
-660- 95.65% |
$111K - $127K
|
30
$8.05K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-730- 3.35% |
$123K - $141K
|
21K
$5.65M
|
|
Jan 10, 2024
Q4 2023
|
Olio Financial Planning
|
SELL
|
- |
-29- 1.83% |
$4.9K - $5.59K
|
1.55K
$417K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-2.76K- 8.25% |
$466K - $531K
|
30.7K
$8.23M
|
|
Jan 08, 2024
Q4 2023
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
1.06KNew |
$179K - $204K
|
1.06K
$284K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-5- 0.13% |
$844 - $963
|
3.87K
$1.04M
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
193+ 37.26% |
$32.6K - $37.2K
|
711
$191K
|
|
Q3 2023 | |||||||
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-276- 6.98% |
$47.3K - $50.7K
|
3.68K
$988K
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
35+ 2.17% |
$6K - $6.43K
|
1.65K
$443K
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.89KNew |
$324K - $347K
|
1.89K
$506K
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
CALL |
6KNew |
$1.03M - $1.1M
|
6K
$1.61M
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
226New |
$38.7K - $41.5K
|
226
$60.7K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1KNew |
$171K - $184K
|
1K
$268K
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
296K+ 103.09% |
$50.7M - $54.3M
|
583K
$156M
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.6K- 43.88% |
$274K - $294K
|
2.05K
$550K
|
|
Nov 14, 2023
Q3 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-83- 5.26% |
$14.2K - $15.2K
|
1.5K
$401K
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-1.74K- 7.52% |
$298K - $320K
|
21.4K
$5.75M
|