Purchases and Sales Made in Q3 2023 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Stewardship Advisors, LLC
|
SELL
|
- |
-3- 0.07% |
$514 - $551
|
4.31K
$1.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-4- 0.18% |
$686 - $735
|
2.19K
$557K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-4- -0.0% |
$686 - $735
|
97.2K
$24.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-5- 0.06% |
$857 - $918
|
7.76K
$1.97M
|
|
|
Oct 27, 2023
Q3 2023
|
Narwhal Capital Management
|
SELL
|
- |
-5- 0.05% |
$857 - $918
|
10.5K
$2.67M
|
|
|
Oct 30, 2023
Q3 2023
|
Pflug Koory, LLC
|
SELL
|
- |
-5- 10.0% |
$857 - $918
|
45
$11.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-5- 0.24% |
$857 - $918
|
2.08K
$529K
|
|
|
Nov 14, 2023
Q3 2023
|
Sprott Inc.
Toronto, A6 |
SELL
|
- |
-6- 0.23% |
$1.03K - $1.1K
|
2.65K
$674K
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-7- 70.0% |
$1.2K - $1.29K
|
3
$762
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-7- 5.69% |
$1.2K - $1.29K
|
116
$29.5K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-8- 0.06% |
$1.37K - $1.47K
|
13.7K
$3.49M
|
|
|
Nov 15, 2023
Q3 2023
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-8- 0.07% |
$1.37K - $1.47K
|
11.9K
$3.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-9- 0.11% |
$1.54K - $1.65K
|
7.88K
$2M
|
|
|
Oct 31, 2023
Q3 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-9- 8.41% |
$1.54K - $1.65K
|
98
$24.9K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-9- 0.74% |
$1.54K - $1.65K
|
1.21K
$308K
|
|
|
Oct 10, 2023
Q3 2023
|
Lincoln Capital LLC
|
SELL
|
- |
-10- 0.27% |
$1.71K - $1.84K
|
3.64K
$926K
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-10- 0.3% |
$1.71K - $1.84K
|
3.36K
$852K
|
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-10- 0.38% |
$1.71K - $1.84K
|
2.63K
$668K
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-10- 0.04% |
$1.71K - $1.84K
|
27.3K
$6.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-11- 0.61% |
$1.89K - $2.02K
|
1.78K
$452K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-12- 0.16% |
$2.06K - $2.2K
|
7.44K
$1.89M
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-12- 0.16% |
$2.06K - $2.2K
|
7.5K
$1.9M
|
|
|
Jan 02, 2024
Q3 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-12- 0.44% |
$2.06K - $2.2K
|
2.69K
$683K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-14- 0.47% |
$2.4K - $2.57K
|
2.95K
$748K
|
|
|
Oct 18, 2023
Q3 2023
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-14- 0.69% |
$2.4K - $2.57K
|
2.01K
$510K
|
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
SELL
|
- |
-14- 0.27% |
$2.4K - $2.57K
|
5.17K
$1.31M
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-14- 0.36% |
$2.4K - $2.57K
|
3.92K
$996K
|
|
|
Oct 12, 2023
Q3 2023
|
Field & Main Bank
|
SELL
|
- |
-15- 16.67% |
$2.57K - $2.76K
|
75
$19.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Somerset Trust CO
|
SELL
|
- |
-15- 1.09% |
$2.57K - $2.76K
|
1.37K
$347K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-15- 0.11% |
$2.57K - $2.76K
|
13.1K
$3.33M
|
|
|
Oct 30, 2023
Q3 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-16- 0.72% |
$2.74K - $2.94K
|
2.21K
$561K
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-17- 0.09% |
$2.91K - $3.12K
|
19.9K
$5.04M
|
|
|
Oct 25, 2023
Q3 2023
|
Bnc Wealth Management, LLC
|
SELL
|
- |
-17- 0.94% |
$2.91K - $3.12K
|
1.78K
$453K
|
|
|
Nov 02, 2023
Q3 2023
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-17- 0.17% |
$2.91K - $3.12K
|
10.3K
$2.61M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-17- 0.77% |
$2.91K - $3.12K
|
2.2K
$558K
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-18- 0.33% |
$3.09K - $3.31K
|
5.5K
$1.4M
|
|
|
Oct 13, 2023
Q3 2023
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-19- 0.48% |
$3.26K - $3.49K
|
3.92K
$996K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-19- 0.92% |
$3.26K - $3.49K
|
2.05K
$522K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-20- 1.58% |
$3.43K - $3.67K
|
1.25K
$317K
|
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-20- 0.32% |
$3.43K - $3.67K
|
6.29K
$1.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Lafayette Investments, Inc.
|
SELL
|
- |
-20- 1.03% |
$3.43K - $3.67K
|
1.93K
$490K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-20- 3.64% |
$3.43K - $3.67K
|
530
$135K
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-21- 1.03% |
$3.6K - $3.86K
|
2.01K
$511K
|
|
|
Oct 18, 2023
Q3 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-21- 1.25% |
$3.6K - $3.86K
|
1.66K
$420K
|
|
|
Oct 25, 2023
Q3 2023
|
Penobscot Wealth Management
|
SELL
|
- |
-21- 1.37% |
$3.6K - $3.86K
|
1.51K
$384K
|
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-21- 0.9% |
$3.6K - $3.86K
|
2.32K
$589K
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-22- 0.2% |
$3.77K - $4.04K
|
10.7K
$2.73M
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-23- 1.51% |
$3.94K - $4.22K
|
1.5K
$382K
|
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-24- 1.83% |
$4.11K - $4.41K
|
1.29K
$328K
|
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-24- 0.59% |
$4.11K - $4.41K
|
4.06K
$1.03M
|