Ivc Wealth Advisors LLC Spdr Gold Trust Transaction History

Ivc Wealth Advisors LLC

$221 Million
Q3 2025

A detailed history of Ivc Wealth Advisors LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 1,442 shares of GLD stock, worth $543,980. This represents 0.23% of its overall portfolio holdings.

Number of Shares

1,442

Previous 1,424 1.26%

Holding current value

$543,980

Previous $434,000 17.97%

% of portfolio

0.23%

Previous 0.21%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	BUY	$300.96 - $355.47 $5,417 - $6,398	18 Added 1.26%	1,442 $512,000
Q2 2025 Jul 22, 2025	SELL	$273.71 - $316.29 $24,086 - $27,833	-88 Reduced 5.82%	1,424 $434,000
Q1 2025 Apr 08, 2025	SELL	$243.19 - $288.14 $28,939 - $34,288	-119 Reduced 7.3%	1,512 $435,000
Q4 2024 Jan 17, 2025	SELL	$236.59 - $257.5 $14,431 - $15,707	-61 Reduced 3.61%	1,631 $394,000
Q3 2024 Oct 24, 2024	SELL	$215.56 - $246.98 $32,980 - $37,787	-153 Reduced 8.29%	1,692 $411,000
Q3 2022 Oct 12, 2022	SELL	$151.23 - $168.32 $97,845 - $108,903	-647 Reduced 25.96%	1,845 $285,000
Q2 2022 Jul 11, 2022	SELL	$168.46 - $184.65 $16,846 - $18,465	-100 Reduced 3.86%	2,492 $420,000
Q4 2021 Jan 13, 2022	SELL	$163.92 - $174.5 $5,737 - $6,107	-35 Reduced 1.33%	2,592 $443,000
Q3 2021 Oct 08, 2021	BUY	$161.32 - $171.17 $8,711 - $9,243	54 Added 2.1%	2,627 $431,000
Q2 2021 Jul 13, 2021	SELL	$161.92 - $178.77 $102,333 - $112,982	-632 Reduced 19.72%	2,573 $426,000
Q1 2021 Apr 20, 2021	SELL	$157.49 - $182.87 $632,164 - $734,040	-4,014 Reduced 55.6%	3,205 $513,000
Q4 2020 Feb 01, 2021	BUY	$166.67 - $183.19 $1.2 Million - $1.32 Million	7,219 New	7,219 $1.29 Million

Others Institutions Holding GLD

# of Institutions

3,114

Shares Held

141M

Call Options Held

118M

Put Options Held

74.9M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $130B

More about GLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ivc Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ivc Wealth Advisors LLC with notifications on news.

Account

Ivc Wealth Advisors LLC Spdr Gold Trust Transaction History