Encompass Wealth Advisors, LLC Spdr Gold Trust Transaction History

Encompass Wealth Advisors, LLC

$265 Million
Q2 2024

A detailed history of Encompass Wealth Advisors, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Encompass Wealth Advisors, LLC holds 7,300 shares of GLD stock, worth $1.77 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares

7,300

Previous 7,300 -0.0%

Holding current value

$1.77 Million

Previous $1.5 Million 4.53%

% of portfolio

0.59%

Previous 0.55%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 04, 2023	SELL	$168.35 - $185.74 $841 - $928	-5 Reduced 0.07%	7,300 $1.34 Million
Q1 2022 Apr 28, 2022	SELL	$166.99 - $191.51 $834,950 - $957,550	-5,000 Reduced 40.63%	7,305 $1.32 Million
Q4 2021 Jan 20, 2022	SELL	$163.92 - $174.5 $1,475 - $1,570	-9 Reduced 0.07%	12,305 $2.1 Million
Q2 2021 Aug 03, 2021	BUY	$161.92 - $178.77 $1.99 Million - $2.2 Million	12,314 New	12,314 $2.04 Million
Q1 2021 May 25, 2021	SELL	$157.49 - $182.87 $2.35 Million - $2.72 Million	-14,897 Closed	0 $0
Q4 2020 Mar 09, 2021	BUY	$166.67 - $183.19 $2.48 Million - $2.73 Million	14,897 New	14,897 $2.66 Million

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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Encompass Wealth Advisors, LLC Spdr Gold Trust Transaction History