Forvis Wealth Advisors, LLC Spdr Gold Trust Transaction History

Forvis Wealth Advisors, LLC

$4 Billion
Q1 2025

A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 3,028 shares of GLD stock, worth $943,736. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,028

Previous 2,934 3.2%

Holding current value

$943,736

Previous $710,000 22.82%

% of portfolio

0.02%

Previous 0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$243.19 - $288.14 $22,859 - $27,085	94 Added 3.2%	3,028 $872,000
Q4 2024 Feb 03, 2025	BUY	$236.59 - $257.5 $236 - $257	1 Added 0.03%	2,934 $710,000
Q3 2024 Nov 14, 2024	BUY	$215.56 - $246.98 $99,157 - $113,610	460 Added 18.6%	2,933 $713,000
Q2 2024 Aug 09, 2024	BUY	$207.82 - $224.56 $32,004 - $34,582	154 Added 6.64%	2,473 $531,000
Q1 2024 Apr 19, 2024	BUY	$184.42 - $205.72 $138,315 - $154,290	750 Added 47.8%	2,319 $477,000
Q4 2023 Jan 11, 2024	SELL	$168.83 - $192.59 $73,609 - $83,969	-436 Reduced 21.75%	1,569 $299,000
Q3 2023 Oct 25, 2023	BUY	$171.45 - $183.67 $43,891 - $47,019	256 Added 14.64%	2,005 $343,000
Q2 2023 Aug 08, 2023	BUY	$177.09 - $190.44 $111,566 - $119,977	630 Added 56.3%	1,749 $311,000
Q1 2023 Apr 26, 2023	BUY	$168.35 - $185.74 $188,383 - $207,843	1,119 New	1,119 $205,000
Q3 2022 Oct 13, 2022	SELL	$151.23 - $168.32 $32,363 - $36,020	-214 Reduced 12.91%	1,444 $224,000
Q2 2022 Jul 22, 2022	BUY	$168.46 - $184.65 $279,306 - $306,149	1,658 New	1,658 $279,000

Others Institutions Holding GLD

# of Institutions

2,943

Shares Held

135M

Call Options Held

107M

Put Options Held

78.6M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $108B

More about GLD

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Forvis Wealth Advisors, LLC Spdr Gold Trust Transaction History