A detailed history of Roi Financial Advisors, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 14,231 shares of GLD stock, worth $3.51 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares
14,231
Previous 13,675 4.07%
Holding current value
$3.51 Million
Previous $2.94 Billion 17.51%
% of portfolio
2.39%
Previous 2.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 05, 2024

BUY
$215.56 - $246.98 $119,851 - $137,320
556 Added 4.07%
14,231 $3.46 Billion
Q2 2024

Aug 09, 2024

SELL
$207.82 - $224.56 $35,952 - $38,848
-173 Reduced 1.25%
13,675 $2.94 Billion
Q1 2024

May 13, 2024

SELL
$184.42 - $205.72 $44,076 - $49,167
-239 Reduced 1.7%
13,848 $2.85 Billion
Q4 2023

Feb 13, 2024

BUY
$168.83 - $192.59 $2.38 Million - $2.71 Million
14,087 New
14,087 $2.69 Billion

Others Institutions Holding GLD

About SPDR GOLD TRUST


  • Ticker GLD
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 345,100,000
  • Market Cap $85.1B
More about GLD
Track This Portfolio

Track Roi Financial Advisors, LLC Portfolio

Follow Roi Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Roi Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roi Financial Advisors, LLC with notifications on news.