Ever Source Wealth Advisors, LLC Spdr Gold Trust Transaction History

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 9,782 shares of GLD stock, worth $2.72 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

9,782

Previous 8,721 12.17%

Holding current value

$2.72 Million

Previous $2.12 Million 11.7%

% of portfolio

0.14%

Previous 0.14%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$236.59 - $257.5 $251,021 - $273,207	1,061 Added 12.17%	9,782 $2.37 Million
Q3 2024 Nov 08, 2024	SELL	$215.56 - $246.98 $3,017 - $3,457	-14 Reduced 0.16%	8,721 $2.12 Million
Q2 2024 Aug 13, 2024	BUY	$207.82 - $224.56 $257,696 - $278,454	1,240 Added 16.54%	8,735 $1.88 Million
Q1 2024 Jun 11, 2024	SELL	$184.42 - $205.72 $101,431 - $113,146	-550 Reduced 6.84%	7,495 $1.54 Million
Q4 2023 Feb 09, 2024	SELL	$168.83 - $192.59 $6.54 Million - $7.46 Million	-38,756 Reduced 82.81%	8,045 $1.54 Million
Q3 2023 Nov 03, 2023	BUY	$171.45 - $183.67 $325,755 - $348,973	1,900 Added 4.23%	46,801 $8.02 Million
Q2 2023 Aug 04, 2023	BUY	$177.09 - $190.44 $704,286 - $757,379	3,977 Added 9.72%	44,901 $8 Million
Q1 2023 May 11, 2023	BUY	$168.35 - $185.74 $6.45 Million - $7.12 Million	38,336 Added 1481.3%	40,924 $7.5 Million
Q4 2022 Feb 09, 2023	BUY	$151.45 - $169.67 $270,338 - $302,860	1,785 Added 222.29%	2,588 $439,000
Q3 2022 Nov 07, 2022	SELL	$151.23 - $168.32 $282,800 - $314,758	-1,870 Reduced 69.96%	803 $124,000
Q1 2022 May 25, 2022	SELL	$166.99 - $191.51 $5,176 - $5,936	-31 Reduced 1.15%	2,673 $483,000
Q4 2021 Feb 07, 2022	BUY	$163.92 - $174.5 $443,239 - $471,848	2,704 New	2,704 $462,000

Others Institutions Holding GLD

# of Institutions

2,710

Shares Held

129M

Call Options Held

111M

Put Options Held

70.8M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $96B

More about GLD

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Ever Source Wealth Advisors, LLC Spdr Gold Trust Transaction History