Benchmark Financial Wealth Advisors, LLC Spdr Gold Trust Transaction History

Benchmark Financial Wealth Advisors, LLC

$299 Million
Q3 2024

A detailed history of Benchmark Financial Wealth Advisors, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Benchmark Financial Wealth Advisors, LLC holds 1,254 shares of GLD stock, worth $297,988. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,254

Previous 1,369 8.4%

Holding current value

$297,988

Previous $294,000 3.4%

% of portfolio

0.1%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$215.56 - $246.98 $24,789 - $28,402	-115 Reduced 8.4%	1,254 $304,000
Q2 2024 Jul 23, 2024	BUY	$207.82 - $224.56 $11,014 - $11,901	53 Added 4.03%	1,369 $294,000
Q1 2024 Apr 22, 2024	BUY	$184.42 - $205.72 $368 - $411	2 Added 0.15%	1,316 $270,000
Q4 2022 Jan 23, 2023	BUY	$151.45 - $169.67 $199,005 - $222,946	1,314 New	1,314 $0
Q2 2022 Jul 22, 2022	SELL	$168.46 - $184.65 $196,087 - $214,932	-1,164 Closed	0 $0
Q1 2022 Apr 22, 2022	BUY	$166.99 - $191.51 $194,376 - $222,917	1,164 New	1,164 $210,000
Q1 2021 Apr 26, 2021	SELL	$157.49 - $182.87 $183,318 - $212,860	-1,164 Closed	0 $0
Q3 2020 Oct 15, 2020	BUY	$166.62 - $193.89 $193,945 - $225,687	1,164 New	1,164 $206,000

Others Institutions Holding GLD

# of Institutions

2,456

Shares Held

124M

Call Options Held

66.6M

Put Options Held

48.6M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $82B

More about GLD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Benchmark Financial Wealth Advisors, LLC with notifications on news.

Account

Benchmark Financial Wealth Advisors, LLC Spdr Gold Trust Transaction History