Evercore Wealth Management, LLC Spdr Gold Trust Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 79,618 shares of GLD stock, worth $18.9 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

79,618

Previous 80,776 1.43%

Holding current value

$18.9 Million

Previous $17.4 Million 11.45%

% of portfolio

0.29%

Previous 0.27%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$215.56 - $246.98 $249,618 - $286,002	-1,158 Reduced 1.43%	79,618 $19.4 Million
Q2 2024 Aug 14, 2024	SELL	$207.82 - $224.56 $261,645 - $282,721	-1,259 Reduced 1.53%	80,776 $17.4 Million
Q1 2024 May 15, 2024	SELL	$184.42 - $205.72 $93,316 - $104,094	-506 Reduced 0.61%	82,035 $16.9 Million
Q4 2023 Feb 14, 2024	SELL	$168.83 - $192.59 $14,181 - $16,177	-84 Reduced 0.1%	82,541 $15.8 Million
Q3 2023 Nov 14, 2023	BUY	$171.45 - $183.67 $271,748 - $291,116	1,585 Added 1.96%	82,625 $14.2 Million
Q2 2023 Aug 04, 2023	SELL	$177.09 - $190.44 $60,210 - $64,749	-340 Reduced 0.42%	81,040 $14.4 Million
Q1 2023 May 15, 2023	SELL	$168.35 - $185.74 $841 - $928	-5 Reduced 0.01%	81,380 $14.9 Million
Q4 2022 Feb 14, 2023	SELL	$151.45 - $169.67 $17,265 - $19,342	-114 Reduced 0.14%	81,385 $13.8 Million
Q3 2022 Nov 14, 2022	SELL	$151.23 - $168.32 $2.19 Million - $2.43 Million	-14,460 Reduced 15.07%	81,499 $12.6 Million
Q1 2022 May 16, 2022	SELL	$166.99 - $191.51 $15.7 Million - $18 Million	-94,100 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$163.92 - $174.5 $1.86 Million - $1.97 Million	-11,318 Reduced 10.74%	94,100 $16.1 Million
Q3 2021 Nov 15, 2021	SELL	$161.32 - $171.17 $110,826 - $117,593	-687 Reduced 0.65%	105,418 $17.3 Million
Q2 2021 Aug 16, 2021	SELL	$161.92 - $178.77 $24,773 - $27,351	-153 Reduced 0.14%	106,105 $17.6 Million
Q1 2021 May 17, 2021	BUY	$157.49 - $182.87 $324,429 - $376,712	2,060 Added 1.98%	106,258 $17 Million
Q4 2020 Feb 16, 2021	SELL	$166.67 - $183.19 $71,834 - $78,954	-431 Reduced 0.41%	104,198 $18.6 Million
Q3 2020 Nov 16, 2020	BUY	$166.62 - $193.89 $1.29 Million - $1.5 Million	7,750 Added 8.0%	104,629 $18.5 Million
Q2 2020 Aug 13, 2020	BUY	$149.45 - $167.37 $10,162 - $11,381	68 Added 0.07%	96,879 $16.2 Million
Q1 2020 May 14, 2020	BUY	$138.04 - $157.81 $1.06 Million - $1.21 Million	7,643 Added 8.57%	96,811 $14.3 Million
Q4 2019 Feb 13, 2020	BUY	$137.01 - $142.9 $297,311 - $310,093	2,170 Added 2.49%	89,168 $12.7 Million
Q3 2019 Nov 14, 2019	BUY	$130.62 - $146.66 $1.38 Million - $1.55 Million	10,565 Added 13.82%	86,998 $12.1 Million
Q2 2019 Aug 13, 2019	BUY	$119.94 - $134.2 $164,917 - $184,524	1,375 Added 1.83%	76,433 $10.2 Million
Q1 2019 May 14, 2019	BUY	$121.02 - $126.7 $704,215 - $737,267	5,819 Added 8.4%	75,058 $9.16 Million
Q4 2018 Feb 13, 2019	BUY	$112.54 - $121.25 $1.53 Million - $1.65 Million	13,620 Added 24.49%	69,239 $8.4 Million
Q3 2018 Nov 13, 2018	BUY	$111.1 - $119.15 $57,105 - $61,243	514 Added 0.93%	55,619 $6.27 Million
Q2 2018 Aug 14, 2018	BUY	$118.22 - $128.11 $124,131 - $134,515	1,050 Added 1.94%	55,105 $6.54 Million
Q1 2018 May 15, 2018	BUY	$124.31 - $128.83 $2.54 Million - $2.63 Million	20,426 Added 60.74%	54,055 $6.8 Million
Q4 2017 Feb 13, 2018	BUY	$118.01 - $123.82 $576,006 - $604,365	4,881 Added 16.98%	33,629 $4.16 Million
Q3 2017 Nov 13, 2017	BUY	$119.51 - $128.13 $3.44 Million - $3.68 Million	28,748	28,748 $3.5 Million

Others Institutions Holding GLD

# of Institutions

2,480

Shares Held

126M

Call Options Held

76.5M

Put Options Held

55.7M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $81.8B

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Evercore Wealth Management, LLC Spdr Gold Trust Transaction History