Epic Trust Investment Advisors, LLC Spdr Gold Trust Transaction History

Epic Trust Investment Advisors, LLC

  • $84.7 Million
  • Q2 2024

A detailed history of Epic Trust Investment Advisors, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Epic Trust Investment Advisors, LLC holds 5,242 shares of GLD stock, worth $1.26 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
5,242
Previous 5,242 -0.0%
Holding current value
$1.26 Million
Previous $1.08 Million 4.55%
% of portfolio
1.33%
Previous 1.4%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
SELL
$184.42 - $205.72 $3,872 - $4,320
-21 Reduced 0.4%
5,242 $1.08 Million
Q4 2023

Feb 05, 2024
BUY
$168.83 - $192.59 $8,947 - $10,207
53 Added 1.02%
5,263 $1.01 Million
Q3 2023

Oct 16, 2023
BUY
$171.45 - $183.67 $113,671 - $121,773
663 Added 14.58%
5,210 $893,000
Q2 2023

Jul 24, 2023
BUY
$177.09 - $190.44 $283,698 - $305,084
1,602 Added 54.4%
4,547 $810,000
Q4 2022

Feb 14, 2023
SELL
$151.45 - $169.67 $23,626 - $26,468
-156 Reduced 5.03%
2,945 $500,000
Q3 2022

Nov 07, 2022
SELL
$151.23 - $168.32 $85,444 - $95,100
-565 Reduced 15.41%
3,101 $480,000
Q2 2022

Aug 05, 2022
SELL
$168.46 - $184.65 $302,385 - $331,446
-1,795 Reduced 32.87%
3,666 $618,000
Q1 2022

Apr 20, 2022
BUY
$166.99 - $191.51 $204,896 - $234,982
1,227 Added 28.98%
5,461 $987,000
Q4 2021

Jan 14, 2022
BUY
$163.92 - $174.5 $694,037 - $738,833
4,234 New
4,234 $724,000

Others Institutions Holding GLD

# of Institutions
2,448
Shares Held
125M
Call Options Held
66.7M
Put Options Held
48.5M
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 $82.8B
More about GLD
Track This Portfolio

Track Epic Trust Investment Advisors, LLC Portfolio

Follow Epic Trust Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Epic Trust Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Epic Trust Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email