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April 10, 2023
Your Advocates Ltd. LLP lowered its stake in SPDR Gold Shares (NYSEARCA:GLD – Get Rating) by 1.8% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 72,051 shares of the exchange traded fund’s stock after selling 1,321 shares during the quarter. SPDR Gold […]
April 9, 2023
Hapanowicz & Associates Financial Services Inc bought a new stake in SPDR Gold Shares (NYSEARCA:GLD – Get Rating) in the 4th quarter, according to its most recent filing with the SEC. The fund bought 1,279 shares of the exchange traded fund’s stock, valued at approximately $217,000. SPDR Gold Shares accounts for 0.2% of Hapanowicz & […]
April 6, 2023
Vigilant Capital Management LLC boosted its stake in Schwab Fundamental U.S. Large Company Index ETF (NYSEARCA:FNDX – Get Rating) by 29.1% during the fourth quarter, Holdings Channel.com reports. The firm owned 4,436 shares of the company’s stock after buying an additional 1,000 shares during the period. Vigilant Capital Management LLC’s holdings in Schwab Fundamental U.S. […]
March 31, 2023
Appleton Partners Inc. MA lessened its holdings in Alphabet Inc. (NASDAQ:GOOGL – Get Rating) by 1.4% during the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund owned 70,017 shares of the information services provider’s stock after selling 1,015 shares during the period. Appleton Partners Inc. MA’s holdings in […]
March 31, 2023
Aspiriant LLC lowered its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Get Rating) by 8.8% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 3,243 shares of the exchange traded fund’s stock after selling 311 shares during the quarter. Aspiriant LLC’s holdings in […]
March 31, 2023
Clear Creek Financial Management LLC decreased its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Get Rating) by 4.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 15,231 shares of the exchange traded fund’s stock after selling 633 shares […]
March 31, 2023
Red Door Wealth Management LLC lessened its position in SPDR Gold Shares (NYSEARCA:GLD – Get Rating) by 45.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 10,379 shares of the exchange traded fund’s stock after selling 8,702 shares during the quarter. Red Door Wealth […]
March 30, 2023
Appleton Partners Inc. MA cut its holdings in Exxon Mobil Co. (NYSE:XOM – Get Rating) by 5.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 47,744 shares of the oil and gas company’s stock after selling 2,562 shares during the quarter. […]
March 29, 2023
Advisor Resource Council lessened its stake in shares of SPDR Gold Shares (NYSEARCA:GLD – Get Rating) by 1.3% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 24,326 shares of the exchange traded fund’s stock after selling 308 shares during the quarter. SPDR Gold […]
March 29, 2023
Maripau Wealth Management LLC reduced its stake in SPDR Gold Shares (NYSEARCA:GLD – Get Rating) by 35.6% in the 4th quarter, Holdings Channel reports. The institutional investor owned 2,347 shares of the exchange traded fund’s stock after selling 1,298 shares during the period. Maripau Wealth Management LLC’s holdings in SPDR Gold Shares were worth $422,000 […]