Mount Yale Investment Advisors, LLC Spdr Gold Trust Transaction History

Mount Yale Investment Advisors, LLC

$1.25 Billion
Q2 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 20,715 shares of GLD stock, worth $5.02 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

20,715

Previous 20,405 1.52%

Holding current value

$5.02 Million

Previous $4.2 Million 6.1%

% of portfolio

0.36%

Previous 0.33%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$207.82 - $224.56 $64,424 - $69,613	310 Added 1.52%	20,715 $4.45 Million
Q1 2024 May 15, 2024	BUY	$184.42 - $205.72 $89,996 - $100,391	488 Added 2.45%	20,405 $4.2 Million
Q4 2023 Feb 12, 2024	SELL	$168.83 - $192.59 $19,921 - $22,725	-118 Reduced 0.59%	19,917 $3.81 Million
Q3 2023 Oct 11, 2023	SELL	$171.45 - $183.67 $18,002 - $19,285	-105 Reduced 0.52%	20,035 $3.44 Million
Q2 2023 Aug 14, 2023	SELL	$177.09 - $190.44 $21,427 - $23,043	-121 Reduced 0.6%	20,140 $3.59 Million
Q1 2023 May 11, 2023	SELL	$168.35 - $185.74 $3,198 - $3,529	-19 Reduced 0.09%	20,261 $3.71 Million
Q3 2022 Nov 07, 2022	BUY	$151.23 - $168.32 $20,869 - $23,228	138 Added 0.69%	20,280 $3.14 Million
Q2 2022 Aug 02, 2022	BUY	$168.46 - $184.65 $168,965 - $185,203	1,003 Added 5.24%	20,142 $3.39 Million
Q1 2022 May 03, 2022	SELL	$166.99 - $191.51 $7,180 - $8,234	-43 Reduced 0.22%	19,139 $3.46 Million
Q4 2021 Feb 02, 2022	BUY	$163.92 - $174.5 $54,749 - $58,283	334 Added 1.77%	19,182 $3.28 Million
Q3 2021 Nov 02, 2021	BUY	$161.32 - $171.17 $161,803 - $171,683	1,003 Added 5.62%	18,848 $3.1 Million
Q2 2021 Aug 04, 2021	SELL	$161.92 - $178.77 $339,546 - $374,880	-2,097 Reduced 10.52%	17,845 $2.96 Million
Q1 2021 May 04, 2021	BUY	$157.49 - $182.87 $268,520 - $311,793	1,705 Added 9.35%	19,942 $3.19 Million
Q4 2020 Feb 12, 2021	SELL	$166.67 - $183.19 $47,334 - $52,025	-284 Reduced 1.53%	18,237 $3.25 Million
Q3 2020 Nov 16, 2020	SELL	$166.62 - $193.89 $201,110 - $234,025	-1,207 Reduced 6.12%	18,521 $3.28 Million
Q2 2020 Jul 09, 2020	BUY	$149.45 - $167.37 $2.95 Million - $3.3 Million	19,728 New	19,728 $3.3 Million

Others Institutions Holding GLD

# of Institutions

2,361

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 $83.6B

More about GLD

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Mount Yale Investment Advisors, LLC Spdr Gold Trust Transaction History