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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-205- 4.45% |
$36.3K - $39K
|
4.41K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
Oder Investment Management, LLC
Woodland Hills, CA |
SELL
|
- |
-205- 4.81% |
$36.3K - $39K
|
4.06K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-206- 2.13% |
$36.5K - $39.2K
|
9.45K
$2.44M
|
|
|
Aug 02, 2023
Q2 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-207- 3.6% |
$36.7K - $39.4K
|
5.55K
$1.43M
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-208- 4.18% |
$36.8K - $39.6K
|
4.77K
$1.23M
|
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-212- 12.69% |
$37.5K - $40.4K
|
1.46K
$377K
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-213- 21.73% |
$37.7K - $40.6K
|
767
$198K
|
|
|
Jul 17, 2023
Q2 2023
|
Connective Portfolio Management, LLC
|
SELL
|
- |
-225- 3.82% |
$39.8K - $42.8K
|
5.67K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-225- 1.53% |
$39.8K - $42.8K
|
14.5K
$3.75M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-226- 0.85% |
$40K - $43K
|
26.5K
$6.84M
|
|
|
Aug 07, 2023
Q2 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-229- 1.7% |
$40.6K - $43.6K
|
13.3K
$3.43M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-232- 1.52% |
$41.1K - $44.2K
|
15K
$3.88M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-235- 13.95% |
$41.6K - $44.8K
|
1.45K
$375K
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-237- 1.11% |
$42K - $45.1K
|
21.1K
$5.45M
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-238- 3.25% |
$42.1K - $45.3K
|
7.08K
$1.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Virtus Family Office LLC
El Paso, TX |
SELL
|
- |
-240- 4.87% |
$42.5K - $45.7K
|
4.69K
$1.21M
|
|
|
Oct 10, 2024
Q2 2023
|
Tamar Securities, LLC
|
SELL
|
- |
-244- 1.29% |
$43.2K - $46.5K
|
18.7K
$4.84M
|
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
SELL
|
- |
-250- 10.68% |
$44.3K - $47.6K
|
2.09K
$540K
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-251- 16.98% |
$44.4K - $47.8K
|
1.23K
$317K
|
|
|
Jul 13, 2023
Q2 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-252- 2.6% |
$44.6K - $48K
|
9.42K
$2.44M
|
|
|
Jul 05, 2023
Q2 2023
|
Shearwater Capital LLC
|
SELL
|
- |
-255- 5.35% |
$45.2K - $48.6K
|
4.51K
$1.17M
|
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-255- 14.44% |
$45.2K - $48.6K
|
1.51K
$391K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-261- 4.79% |
$46.2K - $49.7K
|
5.19K
$1.34M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-263- 3.18% |
$46.6K - $50.1K
|
8.01K
$2.07M
|
|
|
Jul 18, 2023
Q2 2023
|
Pinnacle Financial Group, LLC
|
SELL
|
- |
-269- 1.68% |
$47.6K - $51.2K
|
15.8K
$4.08M
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-275- 3.62% |
$48.7K - $52.4K
|
7.33K
$1.9M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-278- 1.97% |
$49.2K - $52.9K
|
13.8K
$3.57M
|
|
|
Jul 25, 2023
Q2 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-283- 4.47% |
$50.1K - $53.9K
|
6.05K
$1.56M
|
|
|
Jul 14, 2023
Q2 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-284- 10.05% |
$50.3K - $54.1K
|
2.54K
$658K
|
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-284- 9.56% |
$50.3K - $54.1K
|
2.69K
$695K
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-286- 2.37% |
$50.6K - $54.5K
|
11.8K
$3.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Perennial Advisors, LLC
New York, NY |
SELL
|
- |
-287- 0.89% |
$50.8K - $54.7K
|
31.9K
$8.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-289- 3.83% |
$51.2K - $55K
|
7.26K
$1.88M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-289- 16.85% |
$51.2K - $55K
|
1.43K
$369K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-290- 1.85% |
$51.4K - $55.2K
|
15.4K
$3.97M
|
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-291- 3.84% |
$51.5K - $55.4K
|
7.28K
$1.88M
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-293- 2.28% |
$51.9K - $55.8K
|
12.6K
$3.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-293- 0.51% |
$51.9K - $55.8K
|
57.5K
$14.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-294- 10.23% |
$52.1K - $56K
|
2.58K
$667K
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-295- 11.66% |
$52.2K - $56.2K
|
2.24K
$578K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-296- 16.56% |
$52.4K - $56.4K
|
1.49K
$386K
|
|
|
Aug 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-299- 11.89% |
$52.9K - $56.9K
|
2.22K
$573K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-300- 0.65% |
$53.1K - $57.1K
|
46.2K
$11.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
SELL
|
- |
-300- 52.63% |
$53.1K - $57.1K
|
270
$69.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Beck Mack & Oliver LLC
New York, NY |
SELL
|
- |
-300- 2.23% |
$53.1K - $57.1K
|
13.1K
$3.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-300- 1.35% |
$53.1K - $57.1K
|
22K
$5.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-300- 1.27% |
$53.1K - $57.1K
|
23.3K
$6.03M
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-300- 6.85% |
$53.1K - $57.1K
|
4.08K
$1.05M
|
|
|
Jul 31, 2023
Q2 2023
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-301- 4.3% |
$53.3K - $57.3K
|
6.7K
$1.73M
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
SELL
|
- |
-305- 7.16% |
$54K - $58.1K
|
3.96K
$1.02M
|