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 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-300- 39.11% |
$51.4K - $55.1K
|
467
$119K
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-300- 1.64% |
$51.4K - $55.1K
|
18K
$4.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-300- 10.17% |
$51.4K - $55.1K
|
2.65K
$674K
|
|
|
Nov 09, 2023
Q3 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-300- 4.43% |
$51.4K - $55.1K
|
6.47K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-300- 6.83% |
$51.4K - $55.1K
|
4.09K
$1.04M
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-301- 4.24% |
$51.6K - $55.3K
|
6.79K
$1.73M
|
|
|
Mar 27, 2024
Q3 2023
|
Belfer Management LLC
|
SELL
|
- |
-302- 20.31% |
$51.8K - $55.5K
|
1.19K
$301K
|
|
|
Oct 25, 2023
Q3 2023
|
Upper Left Wealth Management, LLC
|
SELL
|
- |
-303- 5.01% |
$51.9K - $55.7K
|
5.74K
$1.46M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
SELL
|
- |
-305- 9.21% |
$52.3K - $56K
|
3.01K
$764K
|
|
|
Nov 08, 2023
Q3 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
SELL
|
- |
-306- 16.56% |
$52.5K - $56.2K
|
1.54K
$392K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-307- 4.47% |
$52.6K - $56.4K
|
6.56K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-309- 13.99% |
$53K - $56.8K
|
1.9K
$483K
|
|
|
Nov 15, 2023
Q3 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-309- 14.14% |
$53K - $56.8K
|
1.88K
$477K
|
|
|
Oct 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-311- 2.99% |
$53.3K - $57.1K
|
10.1K
$2.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-313- 1.05% |
$53.7K - $57.5K
|
29.4K
$7.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-315- 4.39% |
$54K - $57.9K
|
6.86K
$1.74M
|
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-317- 2.64% |
$54.3K - $58.2K
|
11.7K
$2.97M
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
SELL
|
- |
-319- 5.75% |
$54.7K - $58.6K
|
5.23K
$1.33M
|
|
|
Oct 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-320- 18.45% |
$54.9K - $58.8K
|
1.41K
$359K
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
SELL
|
- |
-322- 2.91% |
$55.2K - $59.1K
|
10.8K
$2.73M
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-323- 15.29% |
$55.4K - $59.3K
|
1.79K
$455K
|
|
|
Oct 16, 2023
Q3 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-328- 13.14% |
$56.2K - $60.2K
|
2.17K
$551K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-329- 19.13% |
$56.4K - $60.4K
|
1.39K
$353K
|
|
|
Nov 14, 2023
Q3 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-332- 3.24% |
$56.9K - $61K
|
9.91K
$2.52M
|
|
|
Nov 14, 2023
Q3 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-334- 1.42% |
$57.3K - $61.3K
|
23.2K
$5.9M
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-336- 2.18% |
$57.6K - $61.7K
|
15.1K
$3.83M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-340- 7.65% |
$58.3K - $62.4K
|
4.1K
$1.04M
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-341- 19.29% |
$58.5K - $62.6K
|
1.43K
$363K
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-343- 1.89% |
$58.8K - $63K
|
17.8K
$4.52M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-345- 46.31% |
$59.2K - $63.4K
|
400
$102K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-345- 4.09% |
$59.2K - $63.4K
|
8.09K
$2.06M
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-350- 13.55% |
$60K - $64.3K
|
2.23K
$567K
|
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-350- 19.07% |
$60K - $64.3K
|
1.49K
$377K
|
|
|
Oct 23, 2023
Q3 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-352- 14.7% |
$60.4K - $64.7K
|
2.04K
$519K
|
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-359- 1.31% |
$61.6K - $65.9K
|
27K
$6.86M
|
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-363- 0.67% |
$62.2K - $66.7K
|
54K
$13.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-368- 2.26% |
$63.1K - $67.6K
|
15.9K
$4.05M
|
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-374- 6.99% |
$64.1K - $68.7K
|
4.98K
$1.26M
|
|
|
Oct 23, 2023
Q3 2023
|
Atlas Private Wealth Management
|
SELL
|
- |
-375- 5.3% |
$64.3K - $68.9K
|
6.7K
$1.7M
|
|
|
Dec 06, 2023
Q3 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-380- 0.62% |
$65.2K - $69.8K
|
60.7K
$15.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-391- 1.32% |
$67K - $71.8K
|
29.2K
$7.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Gen Trust, LLC
|
SELL
|
- |
-393- 3.11% |
$67.4K - $72.2K
|
12.2K
$3.11M
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-395- 13.5% |
$67.7K - $72.5K
|
2.53K
$643K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-395- 7.07% |
$67.7K - $72.5K
|
5.19K
$1.32M
|
|
|
Oct 23, 2023
Q3 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-396- 6.84% |
$67.9K - $72.7K
|
5.39K
$1.37M
|
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
SELL
|
- |
-400- 12.4% |
$68.6K - $73.5K
|
2.83K
$718K
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-400- 9.56% |
$68.6K - $73.5K
|
3.79K
$962K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-406- 1.38% |
$69.6K - $74.6K
|
29.1K
$7.39M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-407- 25.42% |
$69.8K - $74.8K
|
1.19K
$303K
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-407- 3.67% |
$69.8K - $74.8K
|
10.7K
$2.71M
|