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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
431+ 5.12% |
$73.9K - $79.2K
|
8.85K
$2.25M
|
|
|
Oct 30, 2023
Q3 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
421+ 14.04% |
$72.2K - $77.3K
|
3.42K
$870K
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
410+ 25.0% |
$70.3K - $75.3K
|
2.05K
$522K
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
408+ 1.8% |
$70K - $74.9K
|
23K
$5.86M
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
400+ 11.22% |
$68.6K - $73.5K
|
3.97K
$1.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
396+ 3.15% |
$67.9K - $72.7K
|
13K
$3.3M
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
394+ 0.83% |
$67.6K - $72.4K
|
48K
$12.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
391+ 1.71% |
$67K - $71.8K
|
23.3K
$5.92M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
386+ 16.61% |
$66.2K - $70.9K
|
2.71K
$690K
|
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
385+ 21.5% |
$66K - $70.7K
|
2.18K
$554K
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
384+ 7.61% |
$65.8K - $70.5K
|
5.43K
$1.38M
|
|
|
Oct 24, 2023
Q3 2023
|
Grant
|
BUY
|
- |
378+ 0.77% |
$64.8K - $69.4K
|
49.7K
$12.6M
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
377+ 19.81% |
$64.6K - $69.2K
|
2.28K
$580K
|
|
|
Oct 13, 2023
Q3 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
369+ 1.8% |
$63.3K - $67.8K
|
20.9K
$5.32M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
350New |
$60K - $64.3K
|
350
$89.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
349+ 2.27% |
$59.8K - $64.1K
|
15.7K
$4M
|
|
|
Nov 14, 2023
Q3 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
345+ 23.81% |
$59.2K - $63.4K
|
1.79K
$456K
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
345+ 1.53% |
$59.2K - $63.4K
|
22.9K
$5.82M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
344+ 15.24% |
$59K - $63.2K
|
2.6K
$662K
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
342+ 7.94% |
$58.6K - $62.8K
|
4.65K
$1.18M
|
|
|
Nov 08, 2023
Q3 2023
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
337+ 1.75% |
$57.8K - $61.9K
|
19.6K
$4.99M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
329+ 22.6% |
$56.4K - $60.4K
|
1.79K
$454K
|
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
326+ 5.22% |
$55.9K - $59.9K
|
6.57K
$1.67M
|
|
|
Nov 15, 2023
Q3 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
319+ 5.56% |
$54.7K - $58.6K
|
6.06K
$1.54M
|
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
315+ 2.13% |
$54K - $57.9K
|
15.1K
$3.85M
|
|
|
Oct 20, 2023
Q3 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
313+ 7.93% |
$53.7K - $57.5K
|
4.26K
$1.08M
|
|
|
Oct 25, 2023
Q3 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
308+ 18.52% |
$52.8K - $56.6K
|
1.97K
$501K
|
|
|
Oct 13, 2023
Q3 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
307+ 1.17% |
$52.6K - $56.4K
|
26.6K
$6.77M
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
307+ 11.99% |
$52.6K - $56.4K
|
2.87K
$730K
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
306+ 3.78% |
$52.5K - $56.2K
|
8.41K
$2.14M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
302+ 0.25% |
$51.8K - $55.5K
|
122K
$31M
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
300+ 4.89% |
$51.4K - $55.1K
|
6.43K
$1.64M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
300New |
$51.4K - $55.1K
|
300
$76.3K
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
300+ 14.73% |
$51.4K - $55.1K
|
2.34K
$595K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
294+ 1.26% |
$50.4K - $54K
|
23.6K
$6M
|
|
|
Oct 17, 2023
Q3 2023
|
Perennial Advisors, LLC
New York, NY |
BUY
|
- |
291+ 0.91% |
$49.9K - $53.4K
|
32.2K
$8.19M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
284+ 11.45% |
$48.7K - $52.2K
|
2.77K
$703K
|
|
|
Oct 31, 2023
Q3 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
283+ 9.89% |
$48.5K - $52K
|
3.15K
$800K
|
|
|
Oct 20, 2023
Q3 2023
|
One Day In July LLC
|
BUY
|
- |
279+ 23.62% |
$47.8K - $51.2K
|
1.46K
$371K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
279+ 0.65% |
$47.8K - $51.2K
|
43.5K
$11.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
275New |
$47.1K - $50.5K
|
275
$70K
|
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
274+ 18.3% |
$47K - $50.3K
|
1.77K
$451K
|
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
272+ 5.05% |
$46.6K - $50K
|
5.66K
$1.44M
|
|
|
Nov 03, 2023
Q3 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
270+ 15.23% |
$46.3K - $49.6K
|
2.04K
$520K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
269+ 172.44% |
$46.1K - $49.4K
|
425
$108K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
265New |
$45.4K - $48.7K
|
265
$67.4K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
265+ 9.24% |
$45.4K - $48.7K
|
3.13K
$797K
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
265+ 10.71% |
$45.4K - $48.7K
|
2.74K
$697K
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
262+ 1.1% |
$44.9K - $48.1K
|
24.1K
$6.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
256+ 14.64% |
$43.9K - $47K
|
2.01K
$510K
|