Ivc Wealth Advisors LLC Spdr Gold Trust Transaction History

Ivc Wealth Advisors LLC

$177 Million
Q4 2024

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 1,631 shares of GLD stock, worth $437,744. This represents 0.22% of its overall portfolio holdings.

Number of Shares

1,631

Previous 1,692 3.61%

Holding current value

$437,744

Previous $411,000 4.14%

% of portfolio

0.22%

Previous 0.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,706

Shares Held

131M

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 $92.6B

More about GLD

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Ivc Wealth Advisors LLC Spdr Gold Trust Transaction History