Kingswood Wealth Advisors, LLC Spdr Gold Trust Transaction History

Kingswood Wealth Advisors, LLC

$1.11 Trillion
Q2 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 19,334 shares of GLD stock, worth $4.74 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

19,334

Previous 11,203 72.58%

Holding current value

$4.74 Million

Previous $2.3 Billion 80.37%

% of portfolio

0.37%

Previous 0.27%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 09, 2024	BUY	$207.82 - $224.56 $1.69 Million - $1.83 Million	8,131 Added 72.58%	19,334 $4.16 Billion
Q1 2024 Apr 15, 2024	SELL	$184.42 - $205.72 $3.91 Million - $4.37 Million	-21,221 Reduced 65.45%	11,203 $2.3 Billion
Q4 2023 Jan 16, 2024	BUY	$168.83 - $192.59 $4.56 Million - $5.21 Million	27,030 Added 501.11%	32,424 $6.2 Billion
Q3 2023 Oct 23, 2023	SELL	$171.45 - $183.67 $67,894 - $72,733	-396 Reduced 6.84%	5,394 $2.42 Billion
Q2 2023 Aug 09, 2023	BUY	$177.09 - $190.44 $1.03 Million - $1.1 Million	5,790 New	5,790 $1.03 Billion

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 Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Account

Kingswood Wealth Advisors, LLC Spdr Gold Trust Transaction History