Purchases and Sales Made in Q3 2024 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q3 2024. 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 24, 2024
Q3 2024
|
Old Port Advisors
|
BUY
|
- |
17+ 0.53% |
$3.66K - $4.2K
|
3.21K
$815K
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
17+ 1.67% |
$3.66K - $4.2K
|
1.04K
$263K
|
|
Oct 16, 2024
Q3 2024
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
16+ 0.71% |
$3.45K - $3.95K
|
2.28K
$579K
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
15+ 0.56% |
$3.23K - $3.7K
|
2.67K
$679K
|
|
Oct 28, 2024
Q3 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
15+ 0.38% |
$3.23K - $3.7K
|
3.94K
$1M
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
15+ 0.31% |
$3.23K - $3.7K
|
4.85K
$1.23M
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
15+ 1.11% |
$3.23K - $3.7K
|
1.37K
$347K
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
12New |
$2.59K - $2.96K
|
12
$3.05K
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
12+ 0.42% |
$2.59K - $2.96K
|
2.89K
$733K
|
|
Nov 01, 2024
Q3 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
12+ 0.08% |
$2.59K - $2.96K
|
14.7K
$3.73M
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
11+ 0.5% |
$2.37K - $2.72K
|
2.2K
$559K
|
|
Oct 15, 2024
Q3 2024
|
Thompson Investment Management, Inc.
|
BUY
|
- |
11+ 25.0% |
$2.37K - $2.72K
|
55
$14K
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
10+ 3.29% |
$2.16K - $2.47K
|
314
$79.8K
|
|
Oct 25, 2024
Q3 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
10New |
$2.16K - $2.47K
|
10
$2.54K
|
|
Nov 04, 2024
Q3 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
10+ 0.37% |
$2.16K - $2.47K
|
2.72K
$690K
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
10+ 0.42% |
$2.16K - $2.47K
|
2.42K
$614K
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
9+ 0.66% |
$1.94K - $2.22K
|
1.37K
$349K
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
9+ 0.07% |
$1.94K - $2.22K
|
13.5K
$3.43M
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
9+ 0.18% |
$1.94K - $2.22K
|
5.13K
$1.3M
|
|
Oct 04, 2024
Q3 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
8+ 0.2% |
$1.72K - $1.98K
|
4.02K
$1.02M
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
6+ 0.61% |
$1.29K - $1.48K
|
990
$252K
|
|
Nov 01, 2024
Q3 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
6+ 0.06% |
$1.29K - $1.48K
|
10.5K
$2.67M
|
|
Nov 18, 2024
Q3 2024
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
6+ 0.28% |
$1.29K - $1.48K
|
2.15K
$547K
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
5+ 0.02% |
$1.08K - $1.23K
|
24.4K
$6.21M
|
|
Oct 22, 2024
Q3 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
5+ 0.52% |
$1.08K - $1.23K
|
958
$243K
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
5+ 0.39% |
$1.08K - $1.23K
|
1.28K
$324K
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 0.38% |
$1.08K - $1.23K
|
1.31K
$332K
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
5+ 0.29% |
$1.08K - $1.23K
|
1.75K
$444K
|
|
Oct 15, 2024
Q3 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
4+ 0.13% |
$862 - $988
|
3.14K
$797K
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
4+ 0.46% |
$862 - $988
|
876
$223K
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4+ 0.07% |
$862 - $988
|
5.7K
$1.45M
|
|
Nov 06, 2024
Q3 2024
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
4+ 0.77% |
$862 - $988
|
525
$133K
|
|
Oct 16, 2024
Q3 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
3+ 0.09% |
$647 - $741
|
3.43K
$872K
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3+ 0.04% |
$647 - $741
|
6.81K
$1.73M
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
3+ 0.11% |
$647 - $741
|
2.81K
$714K
|
|
Nov 06, 2024
Q3 2024
|
Destiny Capital Corp/Co
Golden, CO |
BUY
|
- |
3+ 0.09% |
$647 - $741
|
3.32K
$842K
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.08% |
$431 - $494
|
2.55K
$649K
|
|
Oct 31, 2024
Q3 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2+ 0.08% |
$431 - $494
|
2.48K
$630K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
2+ 0.02% |
$431 - $494
|
8.86K
$2.25M
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2+ 200.0% |
$431 - $494
|
3
$762
|
|
Nov 14, 2024
Q3 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
2New |
$431 - $494
|
2
$508
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
1+ 0.01% |
$216 - $247
|
9.15K
$2.32M
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$216 - $247
|
2.37K
$603K
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1+ 0.0% |
$216 - $247
|
33.9K
$8.62M
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
1+ 0.05% |
$216 - $247
|
1.86K
$471K
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.03% |
$216 - $247
|
3.36K
$853K
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1+ 0.81% |
$216 - $247
|
124
$31.5K
|
|
Oct 07, 2024
Q3 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-1- 0.17% |
$216 - $247
|
589
$150K
|
|
Oct 16, 2024
Q3 2024
|
Private Harbour Investment Management & Counsel, LLC
|
SELL
|
- |
-1- 0.01% |
$216 - $247
|
8.05K
$2.05M
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-1- 0.08% |
$216 - $247
|
1.26K
$320K
|