Sax Wealth Advisors, LLC Spdr Gold Trust Transaction History

Sax Wealth Advisors, LLC

$1.04 Billion
Q2 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 1,127 shares of GLD stock, worth $272,970. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,127

Holding current value

$272,970

% of portfolio

0.02%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	BUY	$207.82 - $224.56 $234,213 - $253,079	1,127 New	1,127 $242,000
Q4 2023 Feb 14, 2024	SELL	$168.83 - $192.59 $3,207 - $3,659	-19 Reduced 1.15%	1,639 $313,000
Q1 2023 May 05, 2023	SELL	$168.35 - $185.74 $55,387 - $61,108	-329 Reduced 16.56%	1,658 $303,000
Q4 2022 Feb 06, 2023	BUY	$151.45 - $169.67 $15,144 - $16,967	100 Added 5.3%	1,987 $337,000
Q3 2022 Nov 08, 2022	SELL	$151.23 - $168.32 $47,032 - $52,347	-311 Reduced 14.15%	1,887 $292,000
Q2 2022 Aug 11, 2022	BUY	$168.46 - $184.65 $58,287 - $63,888	346 Added 18.68%	2,198 $370,000
Q1 2022 Apr 20, 2022	BUY	$166.99 - $191.51 $31,728 - $36,386	190 Added 11.43%	1,852 $335,000
Q3 2021 Dec 10, 2021	SELL	$161.32 - $171.17 $345,224 - $366,303	-2,140 Reduced 56.29%	1,662 $273,000
Q2 2021 Aug 12, 2021	BUY	$161.92 - $178.77 $374,035 - $412,958	2,310 Added 154.83%	3,802 $630,000
Q1 2021 May 14, 2021	SELL	$157.49 - $182.87 $17,008 - $19,749	-108 Reduced 6.75%	1,492 $239,000
Q4 2020 Feb 16, 2021	BUY	$166.67 - $183.19 $266,672 - $293,104	1,600 New	1,600 $285,000

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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Sax Wealth Advisors, LLC Spdr Gold Trust Transaction History