Beam Wealth Advisors, Inc. Spdr Gold Trust Transaction History

Beam Wealth Advisors, Inc.

$326 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 30, 2024	BUY	$184.42 - $205.72 $160,998 - $179,593	873 Added 17.55%	5,846 $1.2 Million
Q4 2023 Jan 30, 2024	SELL	$168.83 - $192.59 $77,324 - $88,206	-458 Reduced 8.43%	4,973 $950,000
Q3 2023 Oct 26, 2023	BUY	$171.45 - $183.67 $65,836 - $70,529	384 Added 7.61%	5,431 $931,000
Q2 2023 Jul 26, 2023	BUY	$177.09 - $190.44 $108,024 - $116,168	610 Added 13.75%	5,047 $899,000
Q1 2023 Apr 26, 2023	SELL	$168.35 - $185.74 $2,861 - $3,157	-17 Reduced 0.38%	4,437 $812,000
Q4 2022 Jan 20, 2023	BUY	$151.45 - $169.67 $57,853 - $64,813	382 Added 9.38%	4,454 $0
Q3 2022 Oct 20, 2022	BUY	$151.23 - $168.32 $28,733 - $31,980	190 Added 4.89%	4,072 $630,000
Q2 2022 Aug 01, 2022	BUY	$168.46 - $184.65 $653,961 - $716,811	3,882 New	3,882 $654,000
Q2 2020 Jul 07, 2020	SELL	$149.45 - $167.37 $220,139 - $246,536	-1,473 Closed	0 $0
Q1 2020 Apr 08, 2020	BUY	$138.04 - $157.81 $203,332 - $232,454	1,473 New	1,473 $218,000

Others Institutions Holding GLD

# of Institutions

2,448

Shares Held

125M

Call Options Held

66.7M

Put Options Held

48.5M

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $82.8B

Track This Portfolio

Portfolio Update

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

News

Stay updated on Beam Wealth Advisors, Inc. with notifications on news.