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 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
1.01KNew |
$174K - $186K
|
1.01K
$257K
|
|
Oct 12, 2023
Q3 2023
|
Brendel Financial Advisors LLC
|
BUY
|
- |
1.01K+ 11.15% |
$173K - $185K
|
10.1K
$2.56M
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1KNew |
$171K - $184K
|
1K
$254K
|
|
Jan 05, 2024
Q3 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
996New |
$171K - $183K
|
996
$253K
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
977+ 17.91% |
$168K - $179K
|
6.43K
$1.64M
|
|
Oct 24, 2023
Q3 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
964+ 2.57% |
$165K - $177K
|
38.5K
$9.79M
|
|
Oct 10, 2023
Q3 2023
|
Client First Capital LLC
|
BUY
|
- |
940+ 1.59% |
$161K - $173K
|
59.9K
$15.2M
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
935New |
$160K - $172K
|
935
$238K
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
934+ 9.8% |
$160K - $172K
|
10.5K
$2.66M
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
931+ 4.61% |
$160K - $171K
|
21.1K
$5.37M
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
902+ 0.71% |
$155K - $166K
|
128K
$32.5M
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
879+ 5.41% |
$151K - $161K
|
17.1K
$4.36M
|
|
Oct 24, 2023
Q3 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
877+ 2.06% |
$150K - $161K
|
43.3K
$11M
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
871+ 3.19% |
$149K - $160K
|
28.2K
$7.17M
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
865New |
$148K - $159K
|
865
$220K
|
|
Nov 13, 2023
Q3 2023
|
Ranch Capital Advisors Inc.
Sarasota, FL |
BUY
|
- |
858+ 32.32% |
$147K - $158K
|
3.51K
$894K
|
|
Oct 30, 2023
Q3 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
844+ 6.36% |
$145K - $155K
|
14.1K
$3.59M
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
844+ 31.29% |
$145K - $155K
|
3.54K
$901K
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
835+ 1.12% |
$143K - $153K
|
75.7K
$19.3M
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
834+ 2.27% |
$143K - $153K
|
37.6K
$9.57M
|
|
Oct 27, 2023
Q3 2023
|
Skylands Capital, LLC
|
BUY
|
- |
825+ 1.97% |
$141K - $152K
|
42.8K
$10.9M
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
824+ 3.11% |
$141K - $151K
|
27.3K
$6.94M
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
815New |
$140K - $150K
|
815
$207K
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
806New |
$138K - $148K
|
806
$205K
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
805+ 34.43% |
$138K - $148K
|
3.14K
$800K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
803+ 0.23% |
$138K - $147K
|
352K
$89.7M
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
802+ 8.56% |
$138K - $147K
|
10.2K
$2.59M
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
801+ 152.86% |
$137K - $147K
|
1.33K
$337K
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
766+ 773.74% |
$131K - $141K
|
865
$220K
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
761+ 7.69% |
$130K - $140K
|
10.7K
$2.71M
|
|
Oct 11, 2023
Q3 2023
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
752+ 2.08% |
$129K - $138K
|
36.9K
$9.38M
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
741+ 1.19% |
$127K - $136K
|
63.2K
$16.1M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
741+ 0.74% |
$127K - $136K
|
101K
$25.7M
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
729+ 4.06% |
$125K - $134K
|
18.7K
$4.75M
|
|
Nov 08, 2023
Q3 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
715+ 10.43% |
$123K - $131K
|
7.57K
$1.93M
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
710+ 55.64% |
$122K - $130K
|
1.99K
$505K
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
692+ 14.58% |
$119K - $127K
|
5.44K
$1.38M
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
690+ 45.73% |
$118K - $127K
|
2.2K
$559K
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
682+ 13.65% |
$117K - $125K
|
5.68K
$1.45M
|
|
Nov 13, 2023
Q3 2023
|
Quantum Capital Management, LLC
Northfield, NJ |
BUY
|
- |
672+ 2.06% |
$115K - $123K
|
33.2K
$8.46M
|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
663+ 14.58% |
$114K - $122K
|
5.21K
$1.33M
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
662+ 3.92% |
$113K - $122K
|
17.6K
$4.47M
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
658+ 1.32% |
$113K - $121K
|
50.3K
$12.8M
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
656+ 12.72% |
$112K - $120K
|
5.81K
$1.48M
|
|
Oct 27, 2023
Q3 2023
|
Arbor Capital Management Inc
Anchorage, AK |
BUY
|
- |
653+ 3.92% |
$112K - $120K
|
17.3K
$4.41M
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
653+ 2.97% |
$112K - $120K
|
22.6K
$5.76M
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
652+ 6.25% |
$112K - $120K
|
11.1K
$2.82M
|
|
Nov 08, 2023
Q3 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
650+ 0.79% |
$111K - $119K
|
83.1K
$21.1M
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
649+ 22.95% |
$111K - $119K
|
3.48K
$885K
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
639+ 3.06% |
$110K - $117K
|
21.5K
$5.48M
|