Purchases and Sales Made in Q4 2021 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.55K+ 7.65% |
$582K - $619K
|
49.9K
$12.7M
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.52K+ 16.99% |
$576K - $613K
|
24.2K
$6.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.51K+ 3.41% |
$576K - $613K
|
106K
$27.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
3.5K+ 23.59% |
$574K - $611K
|
18.3K
$4.67M
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
3.5K+ 2.72% |
$573K - $610K
|
132K
$33.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.44K+ 12.67% |
$565K - $601K
|
30.6K
$7.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.44K+ 82.22% |
$564K - $600K
|
7.63K
$1.94M
|
|
|
Feb 10, 2022
Q4 2021
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
3.42K+ 1.39% |
$561K - $597K
|
249K
$63.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.41K+ 205.24% |
$558K - $595K
|
5.07K
$1.29M
|
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
3.4K+ 48.79% |
$557K - $593K
|
10.4K
$2.64M
|
|
|
Feb 07, 2022
Q4 2021
|
David R. Rahn & Associates Inc.
|
BUY
|
- |
3.36K+ 4.35% |
$551K - $586K
|
80.5K
$20.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.31K+ 34.49% |
$543K - $578K
|
12.9K
$3.28M
|
|
|
Feb 16, 2022
Q4 2021
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
3.27KNew |
$536K - $570K
|
3.27K
$831K
|
|
|
Feb 03, 2022
Q4 2021
|
Nbw Capital LLC
|
BUY
|
- |
3.26K+ 14.71% |
$534K - $568K
|
25.4K
$6.46M
|
|
|
Feb 16, 2022
Q4 2021
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
3.19KNew |
$523K - $557K
|
3.19K
$812K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.18K+ 16.0% |
$521K - $554K
|
23K
$5.86M
|
|
|
Feb 11, 2022
Q4 2021
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
3.14K+ 15.83% |
$514K - $547K
|
22.9K
$5.84M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
3.02K+ 8.85% |
$495K - $527K
|
37.1K
$9.45M
|
|
|
Feb 18, 2022
Q4 2021
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
3.02KNew |
$495K - $527K
|
3.02K
$768K
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
3.01KNew |
$494K - $526K
|
3.01K
$766K
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
3KNew |
$492K - $524K
|
3K
$764K
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
3KNew |
$492K - $524K
|
3K
$764K
|
|
|
Feb 11, 2022
Q4 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
3K+ 285.71% |
$492K - $524K
|
4.05K
$1.03M
|
|
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3K+ 8.66% |
$491K - $523K
|
37.6K
$9.56M
|
|
|
Feb 16, 2022
Q4 2021
|
Milestone Wealth, LLC
Buffalo, NY |
BUY
|
- |
2.97KNew |
$487K - $519K
|
2.97K
$756K
|
|
|
Jan 18, 2022
Q4 2021
|
Cutler Group LP
|
BUY
|
- |
2.96K+ 63.83% |
$485K - $517K
|
7.6K
$1.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.88K+ 0.84% |
$472K - $502K
|
344K
$87.5M
|
|
|
Mar 15, 2022
Q4 2021
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
2.87KNew |
$471K - $501K
|
2.87K
$731K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.87K+ 10.17% |
$470K - $500K
|
31K
$7.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.74K+ 14.94% |
$449K - $478K
|
21.1K
$5.36M
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.72KNew |
$445K - $474K
|
2.72K
$691K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.7KNew |
$443K - $472K
|
2.7K
$688K
|
|
|
Feb 01, 2022
Q4 2021
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.67K+ 8.03% |
$438K - $466K
|
35.9K
$9.14M
|
|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
2.66KNew |
$437K - $465K
|
2.66K
$678K
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
2.66KNew |
$435K - $463K
|
2.66K
$676K
|
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
2.63K+ 7.07% |
$432K - $460K
|
39.9K
$10.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Wilsey Asset Management Inc
|
BUY
|
- |
2.63K+ 2.53% |
$430K - $458K
|
106K
$27.1M
|
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
2.62K+ 58.76% |
$429K - $457K
|
7.08K
$1.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.54K+ 8.68% |
$417K - $444K
|
31.8K
$8.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
2.54KNew |
$416K - $443K
|
2.54K
$646K
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.54KNew |
$416K - $443K
|
2.54K
$646K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
BUY
|
- |
2.53K+ 5.83% |
$414K - $441K
|
45.9K
$11.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Dcf Advisers, LLC
Greenwich, CT |
BUY
|
- |
2.5K+ 11.11% |
$410K - $436K
|
25K
$6.36M
|
|
|
Jan 21, 2022
Q4 2021
|
Taylor & Morgan Wealth Management, LLC
|
BUY
|
- |
2.5KNew |
$410K - $436K
|
2.5K
$636K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
2.47K+ 49.32% |
$404K - $430K
|
7.47K
$1.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
2.45K+ 1225.0% |
$402K - $428K
|
2.65K
$674K
|
|
|
Jan 28, 2022
Q4 2021
|
Beck Mack & Oliver LLC
New York, NY |
BUY
|
- |
2.45K+ 22.31% |
$402K - $428K
|
13.4K
$3.42M
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
2.45KNew |
$401K - $427K
|
2.45K
$623K
|
|
|
Jan 10, 2022
Q4 2021
|
Dixon Hubard Feinour & Brown Inc
|
BUY
|
- |
2.43K+ 59.79% |
$398K - $424K
|
6.49K
$1.65M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.42K+ 4.22% |
$397K - $423K
|
59.9K
$15.2M
|