Capital Advisors Wealth Management, LLC Spdr Gold Trust Transaction History

Capital Advisors Wealth Management, LLC

  • $556 Million
  • Q4 2024

A detailed history of Capital Advisors Wealth Management, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Capital Advisors Wealth Management, LLC holds 1,939 shares of GLD stock, worth $492,641. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,939
Previous 1,924 0.78%
Holding current value
$492,641
Previous $467,000 0.43%
% of portfolio
0.08%
Previous 0.09%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$236.59 - $257.5 $3,548 - $3,862
15 Added 0.78%
1,939 $469,000
Q3 2024

Oct 15, 2024
SELL
$215.56 - $246.98 $34,489 - $39,516
-160 Reduced 7.68%
1,924 $467,000
Q2 2024

Jul 16, 2024
BUY
$207.82 - $224.56 $4,779 - $5,164
23 Added 1.12%
2,084 $448,000
Q1 2024

Apr 12, 2024
SELL
$184.42 - $205.72 $46,105 - $51,430
-250 Reduced 10.82%
2,061 $423,000
Q4 2023

Jan 08, 2024
SELL
$168.83 - $192.59 $23,129 - $26,384
-137 Reduced 5.6%
2,311 $441,000
Q3 2023

Oct 10, 2023
SELL
$171.45 - $183.67 $12,001 - $12,856
-70 Reduced 2.78%
2,448 $419,000
Q2 2023

Jul 11, 2023
BUY
$177.09 - $190.44 $14,167 - $15,235
80 Added 3.28%
2,518 $448,000
Q1 2023

Apr 14, 2023
SELL
$168.35 - $185.74 $6,228 - $6,872
-37 Reduced 1.49%
2,438 $446,000
Q4 2022

Feb 09, 2023
SELL
$151.45 - $169.67 $71,030 - $79,575
-469 Reduced 15.93%
2,475 $419,000
Q3 2022

Nov 14, 2022
SELL
$151.23 - $168.32 $512,669 - $570,604
-3,390 Reduced 53.52%
2,944 $455,000
Q2 2022

Aug 04, 2022
SELL
$168.46 - $184.65 $190,191 - $208,469
-1,129 Reduced 15.13%
6,334 $1.07 Million
Q1 2022

May 09, 2022
BUY
$166.99 - $191.51 $311,770 - $357,549
1,867 Added 33.36%
7,463 $1.35 Million
Q4 2021

Feb 04, 2022
SELL
$163.92 - $174.5 $115,563 - $123,022
-705 Reduced 11.19%
5,596 $957,000
Q3 2021

Nov 12, 2021
SELL
$161.32 - $171.17 $2.62 Million - $2.78 Million
-16,213 Reduced 72.01%
6,301 $1.04 Million
Q2 2021

Aug 13, 2021
SELL
$161.92 - $178.77 $2.58 Million - $2.85 Million
-15,915 Reduced 41.41%
22,514 $3.73 Million
Q1 2021

Apr 20, 2021
BUY
$157.49 - $182.87 $6.05 Million - $7.03 Million
38,429 New
38,429 $6.15 Million

Others Institutions Holding GLD

# of Institutions
2,527
Shares Held
125M
Call Options Held
89.3M
Put Options Held
64.9M
View Full List

About SPDR GOLD TRUST

GLD Quotes by TradingView
  • Ticker GLD
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 345,100,000
  • Market Cap $87.7B
More about GLD
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