Purchases and Sales Made in Q2 2023 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-8- 5.76% |
$1.42K - $1.52K
|
131
$33.9K
|
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-9- 8.65% |
$1.59K - $1.71K
|
95
$24.6K
|
|
|
Nov 16, 2023
Q2 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-9- 0.02% |
$1.59K - $1.71K
|
42.4K
$11M
|
|
|
Jul 19, 2023
Q2 2023
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-10- 0.02% |
$1.77K - $1.9K
|
52.2K
$13.5M
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-10- 0.16% |
$1.77K - $1.9K
|
6.31K
$1.63M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-10- 0.04% |
$1.77K - $1.9K
|
22.6K
$5.83M
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-10- 0.74% |
$1.77K - $1.9K
|
1.34K
$347K
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-10- 3.32% |
$1.77K - $1.9K
|
291
$75.2K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-10- 0.89% |
$1.77K - $1.9K
|
1.11K
$287K
|
|
|
Jul 25, 2023
Q2 2023
|
Sam Advisors, LLC
|
SELL
|
- |
-11- 0.41% |
$1.95K - $2.09K
|
2.64K
$683K
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-11- 9.09% |
$1.95K - $2.09K
|
110
$28.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-11- 0.09% |
$1.95K - $2.09K
|
11.6K
$3.01M
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-13- 0.44% |
$2.3K - $2.48K
|
2.96K
$765K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-13- 2.78% |
$2.3K - $2.48K
|
455
$118K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-13- 0.96% |
$2.3K - $2.48K
|
1.34K
$347K
|
|
|
Jul 06, 2023
Q2 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-14- 31.82% |
$2.48K - $2.67K
|
30
$7.76K
|
|
|
Jul 18, 2023
Q2 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-14- 0.66% |
$2.48K - $2.67K
|
2.11K
$546K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-14- 0.81% |
$2.48K - $2.67K
|
1.72K
$445K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-15- 0.76% |
$2.66K - $2.86K
|
1.97K
$510K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-17- 1.23% |
$3.01K - $3.24K
|
1.37K
$354K
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-17- 1.03% |
$3.01K - $3.24K
|
1.63K
$421K
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-18- 0.61% |
$3.19K - $3.43K
|
2.95K
$762K
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-18- 8.18% |
$3.19K - $3.43K
|
202
$52.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-19- 0.1% |
$3.36K - $3.62K
|
19.8K
$5.11M
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-20- 1.52% |
$3.54K - $3.81K
|
1.29K
$334K
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-20- 0.76% |
$3.54K - $3.81K
|
2.61K
$675K
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-20- 0.11% |
$3.54K - $3.81K
|
17.6K
$4.56M
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-22- 0.83% |
$3.9K - $4.19K
|
2.64K
$683K
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-22- 0.43% |
$3.9K - $4.19K
|
5.05K
$1.31M
|
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-23- 1.92% |
$4.07K - $4.38K
|
1.18K
$305K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-23- 0.35% |
$4.07K - $4.38K
|
6.64K
$1.72M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-23- 0.34% |
$4.07K - $4.38K
|
6.7K
$1.73M
|
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-25- 1.41% |
$4.43K - $4.76K
|
1.75K
$451K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-25- 0.08% |
$4.43K - $4.76K
|
29.8K
$7.71M
|
|
|
Jul 18, 2023
Q2 2023
|
Sentinel Pension Advisors Inc
Wakefield, MA |
SELL
|
- |
-25- 0.94% |
$4.43K - $4.76K
|
2.63K
$679K
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-25- 1.03% |
$4.43K - $4.76K
|
2.4K
$621K
|
|
|
Aug 01, 2023
Q2 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-25- 0.47% |
$4.43K - $4.76K
|
5.26K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-25- 0.16% |
$4.43K - $4.76K
|
15.6K
$4.04M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-30- 2.11% |
$5.31K - $5.71K
|
1.39K
$360K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-30- 1.58% |
$5.31K - $5.71K
|
1.86K
$482K
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
SELL
|
- |
-30- 0.31% |
$5.31K - $5.71K
|
9.73K
$2.52M
|
|
|
Jul 21, 2023
Q2 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-30- 0.08% |
$5.31K - $5.71K
|
37.9K
$9.79M
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-30- 4.62% |
$5.31K - $5.71K
|
620
$160K
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-31- 1.39% |
$5.49K - $5.9K
|
2.21K
$570K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-31- 0.32% |
$5.49K - $5.9K
|
9.55K
$2.47M
|
|
|
Jul 25, 2023
Q2 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-33- 0.09% |
$5.84K - $6.28K
|
36.6K
$9.47M
|
|
|
Aug 03, 2023
Q2 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-34- 0.56% |
$6.02K - $6.47K
|
6.06K
$1.57M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-35- 5.62% |
$6.2K - $6.67K
|
588
$152K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-35- 0.24% |
$6.2K - $6.67K
|
14.7K
$3.81M
|
|
|
Jul 13, 2023
Q2 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-35- 0.2% |
$6.2K - $6.67K
|
17.2K
$4.44M
|