Purchases and Sales Made in Q1 2022 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q1 2022. 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 |
---|---|---|---|---|---|---|---|
May 06, 2022
Q1 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
643+ 7.57% |
$107K - $123K
|
9.14K
$2.45M
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
632+ 3.9% |
$106K - $121K
|
16.9K
$4.51M
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
629New |
$105K - $120K
|
629
$168K
|
|
Apr 12, 2022
Q1 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
626+ 1.92% |
$105K - $120K
|
33.2K
$8.87M
|
|
May 03, 2022
Q1 2022
|
Bray Capital Advisors
|
BUY
|
- |
625+ 7.06% |
$104K - $120K
|
9.48K
$2.54M
|
|
May 11, 2022
Q1 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
625+ 2.06% |
$104K - $120K
|
30.9K
$8.28M
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
623+ 0.3% |
$104K - $119K
|
211K
$56.6M
|
|
May 10, 2022
Q1 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
616+ 5.93% |
$103K - $118K
|
11K
$2.94M
|
|
May 12, 2022
Q1 2022
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
607+ 3.75% |
$101K - $116K
|
16.8K
$4.49M
|
|
May 11, 2022
Q1 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
606+ 36.44% |
$101K - $116K
|
2.27K
$607K
|
|
May 03, 2022
Q1 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
604+ 10.56% |
$101K - $116K
|
6.33K
$1.69M
|
|
Apr 22, 2022
Q1 2022
|
Pcg Wealth Advisors, LLC
|
BUY
|
- |
599+ 9.92% |
$100K - $115K
|
6.64K
$1.78M
|
|
May 12, 2022
Q1 2022
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
595+ 29.47% |
$99.4K - $114K
|
2.61K
$700K
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
594+ 18.02% |
$99.2K - $114K
|
3.89K
$1.04M
|
|
May 05, 2022
Q1 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
591+ 9.99% |
$98.7K - $113K
|
6.51K
$1.74M
|
|
Apr 05, 2022
Q1 2022
|
Centric Wealth Management
|
BUY
|
- |
585+ 32.34% |
$97.7K - $112K
|
2.39K
$641K
|
|
Apr 27, 2022
Q1 2022
|
Augustine Asset Management Inc
|
BUY
|
- |
585+ 1.96% |
$97.7K - $112K
|
30.5K
$8.16M
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
575+ 31.23% |
$96K - $110K
|
2.42K
$647K
|
|
May 10, 2022
Q1 2022
|
Dorchester Wealth Management CO
|
BUY
|
- |
575+ 24.73% |
$96K - $110K
|
2.9K
$776K
|
|
May 13, 2022
Q1 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
572+ 9.02% |
$95.5K - $110K
|
6.91K
$1.85M
|
|
Apr 21, 2022
Q1 2022
|
Ellsworth Advisors, LLC
|
BUY
|
- |
571+ 0.87% |
$95.4K - $109K
|
66.5K
$17.8M
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
566+ 9.42% |
$94.5K - $108K
|
6.57K
$1.76M
|
|
Apr 21, 2022
Q1 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
564+ 43.69% |
$94.2K - $108K
|
1.86K
$497K
|
|
May 02, 2022
Q1 2022
|
Nelson Capital Management, LLC
|
BUY
|
- |
563+ 9.32% |
$94K - $108K
|
6.6K
$1.77M
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
BUY
|
- |
561+ 2.19% |
$93.7K - $107K
|
26.2K
$7M
|
|
Apr 11, 2022
Q1 2022
|
Addison Capital CO
|
BUY
|
- |
559+ 10.06% |
$93.3K - $107K
|
6.12K
$1.64M
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
554+ 2770.0% |
$92.5K - $106K
|
574
$154K
|
|
Apr 28, 2022
Q1 2022
|
Prw Wealth Management LLC
|
BUY
|
- |
553+ 9.86% |
$92.3K - $106K
|
6.16K
$1.65M
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
553+ 9.91% |
$92.3K - $106K
|
6.14K
$1.64M
|
|
Apr 29, 2022
Q1 2022
|
Kercheville Advisors, LLC
|
BUY
|
- |
550+ 11.14% |
$91.8K - $105K
|
5.49K
$1.47M
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
BUY
|
- |
543+ 3.74% |
$90.7K - $104K
|
15.1K
$4.03M
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
543+ 13.14% |
$90.7K - $104K
|
4.68K
$1.25M
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
541+ 11.41% |
$90.3K - $104K
|
5.28K
$1.41M
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
539+ 27.4% |
$90K - $103K
|
2.51K
$671K
|
|
Apr 27, 2022
Q1 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
537+ 27.5% |
$89.7K - $103K
|
2.49K
$666K
|
|
May 06, 2022
Q1 2022
|
Johnson Bixby & Associates, LLC
|
BUY
|
- |
536+ 6.24% |
$89.5K - $103K
|
9.13K
$2.44M
|
|
Apr 27, 2022
Q1 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
535+ 7.69% |
$89.3K - $102K
|
7.49K
$2.01M
|
|
May 06, 2022
Q1 2022
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
533+ 41.58% |
$89K - $102K
|
1.82K
$486K
|
|
May 10, 2022
Q1 2022
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
531+ 13.67% |
$88.7K - $102K
|
4.41K
$1.18M
|
|
Apr 28, 2022
Q1 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
522+ 27.16% |
$87.2K - $100K
|
2.44K
$654K
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
522New |
$87.2K - $100K
|
522
$140K
|
|
Apr 06, 2022
Q1 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
BUY
|
- |
517+ 31.43% |
$86.3K - $99K
|
2.16K
$579K
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
517+ 12.9% |
$86.3K - $99K
|
4.53K
$1.21M
|
|
Nov 14, 2022
Q1 2022
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
506+ 1.22% |
$84.5K - $96.9K
|
42.1K
$11.3M
|
|
May 04, 2022
Q1 2022
|
Nbw Capital LLC
|
BUY
|
- |
502+ 1.98% |
$83.8K - $96.1K
|
25.9K
$6.93M
|
|
May 02, 2022
Q1 2022
|
Gables Capital Management Inc.
|
BUY
|
- |
500+ 9.23% |
$83.5K - $95.8K
|
5.92K
$1.58M
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
489+ 29.46% |
$81.7K - $93.6K
|
2.15K
$575K
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
488+ 6.37% |
$81.5K - $93.5K
|
8.15K
$2.18M
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
487+ 37.26% |
$81.3K - $93.3K
|
1.79K
$480K
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
485+ 37.16% |
$81K - $92.9K
|
1.79K
$479K
|