Heartwood Wealth Advisors LLC Spdr Gold Trust Transaction History

Heartwood Wealth Advisors LLC

  • $894 Million
  • Q3 2024

A detailed history of Heartwood Wealth Advisors LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Heartwood Wealth Advisors LLC holds 2,849 shares of GLD stock, worth $711,252. This represents 0.08% of its overall portfolio holdings.

Number of Shares
2,849
Previous 2,849 -0.0%
Holding current value
$711,252
Previous $612,000 13.07%
% of portfolio
0.08%
Previous 0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 09, 2024
SELL
$207.82 - $224.56 $207 - $224
-1 Reduced 0.04%
2,849 $612,000
Q4 2023

Jan 17, 2024
SELL
$168.83 - $192.59 $9,116 - $10,399
-54 Reduced 1.86%
2,850 $544,000
Q3 2023

Oct 17, 2023
BUY
$171.45 - $183.67 $82,124 - $87,977
479 Added 19.75%
2,904 $497,000
Q2 2023

Jul 19, 2023
BUY
$177.09 - $190.44 $184,350 - $198,248
1,041 Added 75.22%
2,425 $432,000
Q4 2022

Jan 12, 2023
BUY
$151.45 - $169.67 $209,606 - $234,823
1,384 New
1,384 $0
Q2 2021

Jul 21, 2021
SELL
$161.92 - $178.77 $11.8 Million - $13.1 Million
-73,045 Closed
0 $0
Q1 2021

Apr 19, 2021
SELL
$157.49 - $182.87 $2.73 Million - $3.17 Million
-17,320 Reduced 19.17%
73,045 $11.7 Million
Q4 2020

Jan 26, 2021
BUY
$166.67 - $183.19 $318,506 - $350,076
1,911 Added 2.16%
90,365 $16.1 Million
Q3 2020

Oct 28, 2020
SELL
$166.62 - $193.89 $8.74 Million - $10.2 Million
-52,458 Reduced 37.23%
88,454 $15.7 Million
Q2 2020

Aug 05, 2020
BUY
$149.45 - $167.37 $8.05 Million - $9.01 Million
53,849 Added 61.85%
140,912 $14.9 Million
Q1 2020

May 04, 2020
BUY
$138.04 - $157.81 $4.27 Million - $4.88 Million
30,932 Added 55.11%
87,063 $12.9 Million
Q4 2019

Jan 31, 2020
BUY
$137.01 - $142.9 $7.69 Million - $8.02 Million
56,131 New
56,131 $8.02 Million

Others Institutions Holding GLD

# of Institutions
2,425
Shares Held
125M
Call Options Held
63.5M
Put Options Held
48.4M
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 $86.2B
More about GLD
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