Purchases and Sales Made in Q4 2024 in Spdr Gold Trust (GLD)
This table provides information about the institutional ownership of Spdr Gold Trust (GLD) during Q4 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 |
---|---|---|---|---|---|---|---|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
985+ 10.32% |
$233K - $254K
|
10.5K
$2.85M
|
|
Feb 07, 2025
Q4 2024
|
Cushing Capital Partners, LLC
Delafield, WI |
BUY
|
- |
975New |
$231K - $251K
|
975
$264K
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
972New |
$230K - $250K
|
972
$263K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
968+ 0.96% |
$229K - $249K
|
102K
$27.6M
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
BUY
|
- |
967New |
$229K - $249K
|
967
$262K
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
962New |
$228K - $248K
|
962
$260K
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
950New |
$225K - $245K
|
950
$257K
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
950New |
$225K - $245K
|
950
$257K
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
946+ 17.35% |
$224K - $244K
|
6.4K
$1.73M
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
935+ 6.36% |
$221K - $241K
|
15.6K
$4.23M
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
BUY
|
- |
934New |
$221K - $241K
|
934
$253K
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
931+ 28.09% |
$220K - $240K
|
4.25K
$1.15M
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
931New |
$220K - $240K
|
931
$252K
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
924+ 48.33% |
$219K - $238K
|
2.84K
$768K
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
922+ 1.08% |
$218K - $237K
|
86.2K
$23.3M
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
922New |
$218K - $237K
|
922
$250K
|
|
Jan 24, 2025
Q4 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
921New |
$218K - $237K
|
921
$249K
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
918+ 48.57% |
$217K - $236K
|
2.81K
$760K
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
917New |
$217K - $236K
|
917
$248K
|
|
Feb 13, 2025
Q4 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
916New |
$217K - $236K
|
916
$248K
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
915New |
$216K - $236K
|
915
$248K
|
|
Feb 03, 2025
Q4 2024
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
914New |
$216K - $235K
|
914
$247K
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
912New |
$216K - $235K
|
912
$247K
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
902+ 3.38% |
$213K - $232K
|
27.5K
$7.46M
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
901+ 32.63% |
$213K - $232K
|
3.66K
$991K
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
900New |
$213K - $232K
|
900
$244K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
897+ 9.72% |
$212K - $231K
|
10.1K
$2.74M
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
897+ 0.69% |
$212K - $231K
|
131K
$35.5M
|
|
Feb 14, 2025
Q4 2024
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
890+ 49.44% |
$211K - $229K
|
2.69K
$728K
|
|
Jan 13, 2025
Q4 2024
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
885New |
$209K - $228K
|
885
$240K
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
884+ 213.01% |
$209K - $228K
|
1.3K
$352K
|
|
Feb 14, 2025
Q4 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
884New |
$209K - $228K
|
884
$239K
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
880+ 10.06% |
$208K - $227K
|
9.63K
$2.61M
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
877New |
$207K - $226K
|
877
$237K
|
|
Feb 21, 2025
Q4 2024
|
Putney Financial Group LLC
San Rafael, CA |
BUY
|
- |
875New |
$207K - $225K
|
875
$237K
|
|
Feb 05, 2025
Q4 2024
|
A&I Financial Services, LLC
Lone Tree, CO |
BUY
|
- |
873New |
$207K - $225K
|
873
$236K
|
|
Feb 04, 2025
Q4 2024
|
Impact Investors, Inc
San Francisco, CA |
BUY
|
- |
870New |
$206K - $224K
|
870
$236K
|
|
Jan 29, 2025
Q4 2024
|
Figure 8 Investment Strategies LLC
Boise, ID |
BUY
|
- |
861New |
$204K - $222K
|
861
$233K
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
860+ 177.32% |
$203K - $221K
|
1.35K
$364K
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
857New |
$203K - $221K
|
857
$232K
|
|
Feb 12, 2025
Q4 2024
|
Allen Wealth Management, LLC
Boone, NC |
BUY
|
- |
857New |
$203K - $221K
|
857
$232K
|
|
Jan 22, 2025
Q4 2024
|
Refined Wealth Management
|
BUY
|
- |
853+ 3.51% |
$202K - $220K
|
25.1K
$6.8M
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
851+ 18.94% |
$201K - $219K
|
5.34K
$1.45M
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
848+ 4.18% |
$201K - $218K
|
21.2K
$5.73M
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
842+ 4.32% |
$199K - $217K
|
20.3K
$5.51M
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
841+ 0.34% |
$199K - $217K
|
250K
$67.6M
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
840New |
$199K - $216K
|
840
$227K
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
839+ 6.28% |
$198K - $216K
|
14.2K
$3.84M
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
833New |
$197K - $214K
|
833
$226K
|
|
Feb 10, 2025
Q4 2024
|
Entrewealth, LLC
Austin, TX |
BUY
|
- |
828New |
$196K - $213K
|
828
$224K
|