Atlas Financial Advisors, Inc. Spdr Gold Trust Transaction History

Atlas Financial Advisors, Inc.

$57.6 Million
Q4 2024

A detailed history of Atlas Financial Advisors, Inc. transactions in Spdr Gold Trust stock. As of the latest transaction made, Atlas Financial Advisors, Inc. holds 2,816 shares of GLD stock, worth $1.06 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

2,816

Previous 2,966 5.06%

Holding current value

$1.06 Million

Previous $721,000 5.55%

% of portfolio

1.18%

Previous 1.19%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Apr 16, 2025	SELL	$236.59 - $257.5 $35,488 - $38,625	-150 Reduced 5.06%	2,816 $681,000
Q3 2024 Oct 28, 2024	BUY	$215.56 - $246.98 $73,290 - $83,973	340 Added 12.95%	2,966 $721,000
Q2 2024 Aug 05, 2024	BUY	$207.82 - $224.56 $23,275 - $25,150	112 Added 4.46%	2,626 $564,000
Q1 2024 May 13, 2024	BUY	$184.42 - $205.72 $20,286 - $22,629	110 Added 4.58%	2,514 $517,000
Q4 2023 Feb 12, 2024	SELL	$168.83 - $192.59 $358,426 - $408,868	-2,123 Reduced 46.9%	2,404 $459,000
Q3 2023 Oct 11, 2023	BUY	$171.45 - $183.67 $375,475 - $402,237	2,190 Added 93.71%	4,527 $776,000
Q2 2023 Jul 17, 2023	BUY	$177.09 - $190.44 $28,865 - $31,041	163 Added 7.5%	2,337 $416,000
Q1 2023 Apr 25, 2023	BUY	$168.35 - $185.74 $6,734 - $7,429	40 Added 1.87%	2,174 $398,000
Q4 2022 Jan 24, 2023	BUY	$151.45 - $169.67 $48,918 - $54,803	323 Added 17.84%	2,134 $0
Q3 2022 Oct 19, 2022	BUY	$151.23 - $168.32 $6,956 - $7,742	46 Added 2.61%	1,811 $280,000
Q2 2022 Jul 25, 2022	BUY	$168.46 - $184.65 $17,856 - $19,572	106 Added 6.39%	1,765 $297,000
Q1 2022 Apr 27, 2022	BUY	$166.99 - $191.51 $70,970 - $81,391	425 Added 34.44%	1,659 $300,000
Q4 2021 Apr 20, 2022	BUY	$163.92 - $174.5 $202,277 - $215,333	1,234 New	1,234 $211,000

Others Institutions Holding GLD

# of Institutions

3,234

Shares Held

140M

Call Options Held

167M

Put Options Held

89.9M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $130B

More about GLD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Atlas Financial Advisors, Inc. with notifications on news.

Account

Atlas Financial Advisors, Inc. Spdr Gold Trust Transaction History