Beam Wealth Advisors, Inc. Spdr Gold Trust Transaction History

Beam Wealth Advisors, Inc.

$166 Million
Q1 2024

A detailed history of Beam Wealth Advisors, Inc. transactions in Spdr Gold Trust stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 5,846 shares of GLD stock, worth $1.26 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

5,846

Previous 4,973 17.55%

Holding current value

$1.26 Million

Previous $950,000 26.53%

% of portfolio

0.72%

Previous 0.6%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,305

Shares Held

122M

Call Options Held

62.9M

Put Options Held

42.1M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $74.4B

More about GLD

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Beam Wealth Advisors, Inc. Spdr Gold Trust Transaction History