Schneider Downs Wealth Management Advisors, LP Spdr Gold Trust Transaction History

Schneider Downs Wealth Management Advisors, LP

$478 Million
Q3 2024

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Spdr Gold Trust stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 7,248 shares of GLD stock, worth $1.77 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

7,248

Previous 7,268 0.28%

Holding current value

$1.77 Million

Previous $1.56 Million 12.74%

% of portfolio

0.37%

Previous 0.36%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$215.56 - $246.98 $4,311 - $4,939	-20 Reduced 0.28%	7,248 $1.76 Million
Q1 2024 May 08, 2024	SELL	$184.42 - $205.72 $41,310 - $46,081	-224 Reduced 2.99%	7,268 $1.5 Million
Q3 2023 Nov 06, 2023	BUY	$171.45 - $183.67 $190,995 - $204,608	1,114 Added 17.47%	7,492 $1.28 Million
Q2 2023 Jul 31, 2023	SELL	$177.09 - $190.44 $26,917 - $28,946	-152 Reduced 2.33%	6,378 $1.14 Million
Q1 2023 May 04, 2023	SELL	$168.35 - $185.74 $10,942 - $12,073	-65 Reduced 0.99%	6,530 $1.2 Million
Q4 2022 Feb 01, 2023	BUY	$151.45 - $169.67 $26,958 - $30,201	178 Added 2.77%	6,595 $1.12 Million
Q3 2022 Oct 26, 2022	BUY	$151.23 - $168.32 $20,718 - $23,059	137 Added 2.18%	6,417 $993,000
Q2 2022 Jul 13, 2022	BUY	$168.46 - $184.65 $3,369 - $3,693	20 Added 0.32%	6,280 $1.06 Million
Q1 2022 May 02, 2022	BUY	$166.99 - $191.51 $9,685 - $11,107	58 Added 0.94%	6,260 $1.13 Million
Q2 2021 Jul 20, 2021	BUY	$161.92 - $178.77 $2,428 - $2,681	15 Added 0.24%	6,202 $1.03 Million
Q1 2021 Apr 26, 2021	BUY	$157.49 - $182.87 $235,920 - $273,939	1,498 Added 31.95%	6,187 $990,000
Q3 2020 Oct 14, 2020	BUY	$166.62 - $193.89 $24,993 - $29,083	150 Added 3.3%	4,689 $831,000
Q2 2020 Jul 15, 2020	BUY	$149.45 - $167.37 $46,329 - $51,884	310 Added 7.33%	4,539 $760,000
Q1 2020 Apr 21, 2020	BUY	$138.04 - $157.81 $4,831 - $5,523	35 Added 0.83%	4,229 $626,000
Q4 2019 Jan 23, 2020	BUY	$137.01 - $142.9 $120,431 - $125,609	879 Added 26.52%	4,194 $599,000
Q3 2017 Oct 11, 2017	BUY	$119.51 - $128.13 $396,175 - $424,750	3,315	3,315 $403,000

Others Institutions Holding GLD

# of Institutions

2,493

Shares Held

127M

Call Options Held

89.2M

Put Options Held

64.9M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $84.2B

More about GLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Schneider Downs Wealth Management Advisors, LP, based on Form 13F filings with the SEC.

News

Stay updated on Schneider Downs Wealth Management Advisors, LP with notifications on news.

Account

Schneider Downs Wealth Management Advisors, LP Spdr Gold Trust Transaction History