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 |
---|---|---|---|---|---|---|---|
Feb 12, 2025
Q4 2024
|
Dkm Wealth Management, Inc.
Stockton, CA |
BUY
|
- |
828New |
$196K - $213K
|
828
$224K
|
|
Jan 29, 2025
Q4 2024
|
Cap Partners, LLC
Franklin, TN |
BUY
|
- |
827New |
$196K - $213K
|
827
$224K
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
827New |
$196K - $213K
|
827
$224K
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
825+ 5.07% |
$195K - $212K
|
17.1K
$4.63M
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
823+ 68.07% |
$195K - $212K
|
2.03K
$550K
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
822+ 12.26% |
$194K - $212K
|
7.52K
$2.04M
|
|
Feb 14, 2025
Q4 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
819+ 43.43% |
$194K - $211K
|
2.71K
$732K
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
818New |
$194K - $211K
|
818
$221K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
815+ 12.95% |
$193K - $210K
|
7.11K
$1.92M
|
|
Feb 14, 2025
Q4 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
815+ 68.6% |
$193K - $210K
|
2K
$542K
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
810+ 53.57% |
$192K - $209K
|
2.32K
$629K
|
|
Feb 10, 2025
Q4 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
810+ 4.18% |
$192K - $209K
|
20.2K
$5.47M
|
|
Feb 12, 2025
Q4 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
808+ 21.17% |
$191K - $208K
|
4.62K
$1.25M
|
|
Feb 03, 2025
Q4 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
804New |
$190K - $207K
|
804
$218K
|
|
Feb 11, 2025
Q4 2024
|
Ivy Rock Asset Management (Hk) LTD
Sheung Wan, K3 |
BUY
|
- |
800+ 50.0% |
$189K - $206K
|
2.4K
$650K
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
800+ 1.34% |
$189K - $206K
|
60.3K
$16.3M
|
|
Feb 13, 2025
Q4 2024
|
Tcm Advisors, LLC
Martinsburg, WV |
BUY
|
- |
800+ 2.63% |
$189K - $206K
|
31.2K
$8.45M
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
800New |
$189K - $206K
|
800
$217K
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
794+ 2.3% |
$188K - $204K
|
35.4K
$9.58M
|
|
Jan 31, 2025
Q4 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
783+ 33.79% |
$185K - $202K
|
3.1K
$839K
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
770+ 30.46% |
$182K - $198K
|
3.3K
$893K
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
768+ 5.92% |
$182K - $198K
|
13.7K
$3.72M
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
748+ 18.68% |
$177K - $193K
|
4.75K
$1.29M
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
742+ 17.89% |
$176K - $191K
|
4.89K
$1.32M
|
|
Jan 16, 2025
Q4 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
740+ 13.54% |
$175K - $191K
|
6.21K
$1.68M
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
740New |
$175K - $191K
|
740
$200K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
738+ 39.19% |
$175K - $190K
|
2.62K
$710K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
732+ 12.33% |
$173K - $188K
|
6.67K
$1.81M
|
|
Jan 23, 2025
Q4 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
717+ 6.68% |
$170K - $185K
|
11.5K
$3.1M
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
711+ 48.87% |
$168K - $183K
|
2.17K
$586K
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
708+ 1.29% |
$168K - $182K
|
55.7K
$15.1M
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
704+ 46.65% |
$167K - $181K
|
2.21K
$599K
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
703+ 14.06% |
$166K - $181K
|
5.7K
$1.54M
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
700+ 6.31% |
$166K - $180K
|
11.8K
$3.19M
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
677+ 10.95% |
$160K - $174K
|
6.86K
$1.86M
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
674+ 27.22% |
$159K - $174K
|
3.15K
$853K
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
672New |
$159K - $173K
|
672
$182K
|
|
Feb 12, 2025
Q4 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
BUY
|
- |
665+ 4.67% |
$157K - $171K
|
14.9K
$4.03M
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
660+ 7.88% |
$156K - $170K
|
9.04K
$2.45M
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
655+ 7.34% |
$155K - $169K
|
9.58K
$2.59M
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
652New |
$154K - $168K
|
652
$177K
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
646+ 10.49% |
$153K - $166K
|
6.8K
$1.84M
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
645+ 6.7% |
$153K - $166K
|
10.3K
$2.78M
|
|
Jan 27, 2025
Q4 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
644+ 12.38% |
$152K - $166K
|
5.85K
$1.58M
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
642New |
$152K - $165K
|
642
$174K
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
638New |
$151K - $164K
|
638
$173K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
633+ 3.14% |
$150K - $163K
|
20.8K
$5.63M
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
625+ 12.74% |
$148K - $161K
|
5.53K
$1.5M
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
621+ 10.23% |
$147K - $160K
|
6.69K
$1.81M
|
|
Jan 31, 2025
Q4 2024
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
616+ 11.89% |
$146K - $159K
|
5.8K
$1.57M
|