Avantax Planning Partners, Inc. Spdr Gold Trust Transaction History

Avantax Planning Partners, Inc.

$3.1 Billion
Q2 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Spdr Gold Trust stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 7,626 shares of GLD stock, worth $1.85 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

7,626

Previous 8,158 6.52%

Holding current value

$1.85 Million

Previous $1.68 Million 2.32%

% of portfolio

0.05%

Previous 0.05%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$207.82 - $224.56 $110,560 - $119,465	-532 Reduced 6.52%	7,626 $1.64 Million
Q1 2024 May 02, 2024	BUY	$184.42 - $205.72 $665,202 - $742,032	3,607 Added 79.26%	8,158 $1.68 Million
Q4 2023 Feb 09, 2024	BUY	$168.83 - $192.59 $19,415 - $22,147	115 Added 2.59%	4,551 $870,000
Q3 2023 Nov 03, 2023	SELL	$171.45 - $183.67 $21,088 - $22,591	-123 Reduced 2.7%	4,436 $760,000
Q2 2023 Jul 17, 2023	SELL	$177.09 - $190.44 $154,953 - $166,635	-875 Reduced 16.1%	4,559 $812,000
Q1 2023 Apr 20, 2023	SELL	$168.35 - $185.74 $37,710 - $41,605	-224 Reduced 3.96%	5,434 $995,000
Q4 2022 Feb 09, 2023	BUY	$151.45 - $169.67 $502,662 - $563,134	3,319 Added 141.9%	5,658 $959,000
Q3 2022 Oct 14, 2022	BUY	$151.23 - $168.32 $93,460 - $104,021	618 Added 35.91%	2,339 $362,000
Q2 2022 Jul 18, 2022	BUY	$168.46 - $184.65 $6,064 - $6,647	36 Added 2.14%	1,721 $290,000
Q1 2022 May 09, 2022	SELL	$166.99 - $191.51 $205,397 - $235,557	-1,230 Reduced 42.2%	1,685 $304,000
Q3 2021 Oct 27, 2021	BUY	$161.32 - $171.17 $4,355 - $4,621	27 Added 0.93%	2,915 $479,000
Q2 2021 Aug 10, 2021	BUY	$161.92 - $178.77 $16,191 - $17,877	100 Added 3.59%	2,888 $478,000
Q1 2021 May 06, 2021	BUY	$157.49 - $182.87 $32,757 - $38,036	208 Added 8.06%	2,788 $446,000
Q4 2020 Feb 04, 2021	BUY	$166.67 - $183.19 $109,335 - $120,172	656 Added 34.1%	2,580 $460,000
Q3 2020 Oct 28, 2020	BUY	$166.62 - $193.89 $23,326 - $27,144	140 Added 7.85%	1,924 $341,000
Q2 2020 Jul 15, 2020	BUY	$149.45 - $167.37 $597 - $669	4 Added 0.22%	1,784 $299,000
Q1 2020 Apr 27, 2020	SELL	$138.04 - $157.81 $2,760 - $3,156	-20 Reduced 1.11%	1,780 $264,000
Q4 2019 Jan 15, 2020	SELL	$137.01 - $142.9 $263,333 - $274,653	-1,922 Reduced 51.64%	1,800 $257,000
Q3 2019 Nov 08, 2019	BUY	$130.62 - $146.66 $486,167 - $545,868	3,722 New	3,722 $517,000
Q4 2018 Feb 14, 2019	SELL	$112.54 - $121.25 $129,758 - $139,801	-1,153 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	$111.1 - $119.15 $128,098 - $137,379	1,153 New	1,153 $130,000
Q2 2018 Aug 13, 2018	SELL	$118.22 - $128.11 $267,295 - $289,656	-2,261 Closed	0 $0
Q1 2018 May 15, 2018	BUY	$124.31 - $128.83 $23,370 - $24,220	188 Added 9.07%	2,261 $284,000
Q4 2017 Feb 09, 2018	SELL	$118.01 - $123.82 $138,779 - $145,612	-1,176 Reduced 36.2%	2,073 $256,000
Q3 2017 Oct 19, 2017	BUY	$119.51 - $128.13 $388,287 - $416,294	3,249	3,249 $395,000

Others Institutions Holding GLD

# of Institutions

2,361

Shares Held

121M

Call Options Held

63.2M

Put Options Held

45.1M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $83.6B

More about GLD

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Avantax Planning Partners, Inc. Spdr Gold Trust Transaction History