Goal Vest Advisory LLC Spdr Gold Trust Transaction History

Goal Vest Advisory LLC

$309 Million
Q2 2024

A detailed history of Goal Vest Advisory LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Goal Vest Advisory LLC holds 711 shares of GLD stock, worth $174,209. This represents 0.05% of its overall portfolio holdings.

Number of Shares

711

Previous 711 -0.0%

Holding current value

$174,209

Previous $146,000 4.11%

% of portfolio

0.05%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 02, 2024	BUY	$168.83 - $192.59 $32,584 - $37,169	193 Added 37.26%	711 $135,000
Q3 2023 Oct 10, 2023	BUY	$171.45 - $183.67 $19,888 - $21,305	116 Added 28.86%	518 $88,000
Q2 2023 Jul 17, 2023	BUY	$177.09 - $190.44 $71,190 - $76,556	402 New	402 $71,000
Q1 2022 May 03, 2022	SELL	$166.99 - $191.51 $39,409 - $45,196	-236 Closed	0 $0
Q2 2021 Sep 01, 2021	SELL	$161.92 - $178.77 $1.78 Million - $1.96 Million	-10,964 Reduced 97.89%	236 $39,000
Q1 2021 May 13, 2021	SELL	$157.49 - $182.87 $531,686 - $617,369	-3,376 Reduced 23.16%	11,200 $1.79 Million
Q4 2020 Jan 28, 2021	BUY	$166.67 - $183.19 $2.43 Million - $2.67 Million	14,576 New	14,576 $2.6 Million

Others Institutions Holding GLD

# of Institutions

2,362

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 $84.6B

More about GLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Goal Vest Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Goal Vest Advisory LLC with notifications on news.

Account

Goal Vest Advisory LLC Spdr Gold Trust Transaction History