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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-50- 3.14% |
$8.57K - $9.18K
|
1.54K
$392K
|
|
|
Nov 14, 2023
Q3 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-50- 1.54% |
$8.57K - $9.18K
|
3.2K
$813K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-50- 1.91% |
$8.57K - $9.18K
|
2.56K
$651K
|
|
|
Oct 05, 2023
Q3 2023
|
Capital Cs Group, LLC
|
SELL
|
- |
-51- 3.09% |
$8.74K - $9.37K
|
1.6K
$406K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-51- 3.61% |
$8.74K - $9.37K
|
1.36K
$346K
|
|
|
Nov 13, 2023
Q3 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-53- 1.62% |
$9.09K - $9.73K
|
3.22K
$818K
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-53- 1.99% |
$9.09K - $9.73K
|
2.61K
$663K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-55- 9.68% |
$9.43K - $10.1K
|
513
$130K
|
|
|
Nov 13, 2023
Q3 2023
|
New Millennium Group LLC
Sandy, UT |
SELL
|
- |
-55- 12.09% |
$9.43K - $10.1K
|
400
$102K
|
|
|
Oct 25, 2023
Q3 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-57- 1.29% |
$9.77K - $10.5K
|
4.37K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-57- 2.59% |
$9.77K - $10.5K
|
2.15K
$545K
|
|
|
Nov 13, 2023
Q3 2023
|
Wescap Management Group, Inc.
Glendale, CA |
SELL
|
- |
-58- 0.87% |
$9.94K - $10.7K
|
6.58K
$1.67M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-58- 0.21% |
$9.94K - $10.7K
|
27.7K
$7.04M
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-59- 0.88% |
$10.1K - $10.8K
|
6.67K
$1.69M
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-60- 4.02% |
$10.3K - $11K
|
1.43K
$364K
|
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-60- 2.14% |
$10.3K - $11K
|
2.74K
$696K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-61- 1.55% |
$10.5K - $11.2K
|
3.88K
$985K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-61- 1.55% |
$10.5K - $11.2K
|
3.88K
$985K
|
|
|
Oct 06, 2023
Q3 2023
|
Members Trust CO
|
SELL
|
- |
-62- 1.26% |
$10.6K - $11.4K
|
4.87K
$1.24M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-65- 3.49% |
$11.1K - $11.9K
|
1.8K
$457K
|
|
|
Nov 03, 2023
Q3 2023
|
Pictet North America Advisors Sa
|
SELL
|
- |
-65- 0.04% |
$11.1K - $11.9K
|
164K
$41.6M
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-66- 0.63% |
$11.3K - $12.1K
|
10.5K
$2.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-67- 0.1% |
$11.5K - $12.3K
|
68.8K
$17.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-69- 2.62% |
$11.8K - $12.7K
|
2.56K
$650K
|
|
|
Oct 10, 2023
Q3 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-70- 2.78% |
$12K - $12.9K
|
2.45K
$622K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-70- 0.5% |
$12K - $12.9K
|
14K
$3.55M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-70- 0.28% |
$12K - $12.9K
|
24.9K
$6.32M
|
|
|
Nov 02, 2023
Q3 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-70- 0.85% |
$12K - $12.9K
|
8.18K
$2.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Wolverine Asset Management LLC
|
SELL
|
- |
-70- 1.96% |
$12K - $12.9K
|
3.5K
$889K
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-70- 1.97% |
$12K - $12.9K
|
3.48K
$884K
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-71- 11.29% |
$12.2K - $13K
|
558
$142K
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-71- 59.17% |
$12.2K - $13K
|
49
$12.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-72- 0.48% |
$12.3K - $13.2K
|
15K
$3.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-73- 2.72% |
$12.5K - $13.4K
|
2.62K
$664K
|
|
|
Oct 10, 2023
Q3 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-75- 1.33% |
$12.9K - $13.8K
|
5.58K
$1.42M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-75- 3.19% |
$12.9K - $13.8K
|
2.27K
$578K
|
|
|
Nov 02, 2023
Q3 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-75- 1.43% |
$12.9K - $13.8K
|
5.19K
$1.32M
|
|
|
Nov 07, 2023
Q3 2023
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-75- 0.14% |
$12.9K - $13.8K
|
52.1K
$13.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
SELL
|
- |
-75- 1.75% |
$12.9K - $13.8K
|
4.21K
$1.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-75- 4.16% |
$12.9K - $13.8K
|
1.73K
$439K
|
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-75- 4.41% |
$12.9K - $13.8K
|
1.62K
$413K
|
|
|
Oct 12, 2023
Q3 2023
|
Menlo Advisors LLC
|
SELL
|
- |
-80- 0.15% |
$13.7K - $14.7K
|
54K
$13.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-80- 5.39% |
$13.7K - $14.7K
|
1.4K
$357K
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-80- 16.16% |
$13.7K - $14.7K
|
415
$105K
|
|
|
Oct 24, 2023
Q3 2023
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-80- 5.52% |
$13.7K - $14.7K
|
1.37K
$348K
|
|
|
Nov 02, 2023
Q3 2023
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-80- 0.18% |
$13.7K - $14.7K
|
44.2K
$11.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-80- 0.87% |
$13.7K - $14.7K
|
9.13K
$2.32M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-81- 0.38% |
$13.9K - $14.9K
|
21K
$5.33M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-82- 64.57% |
$14.1K - $15.1K
|
45
$11.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-82- 0.1% |
$14.1K - $15.1K
|
84.1K
$21.4M
|