Summit Financial Wealth Advisors, LLC Spdr Gold Trust Transaction History

Summit Financial Wealth Advisors, LLC

  • $440 Million
  • Q2 2024

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 3,946 shares of GLD stock, worth $955,760. This represents 0.19% of its overall portfolio holdings.

Number of Shares
3,946
Previous 3,279 20.34%
Holding current value
$955,760
Previous $674,000 25.82%
% of portfolio
0.19%
Previous 0.15%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$207.82 - $224.56 $138,615 - $149,781
667 Added 20.34%
3,946 $848,000
Q1 2024

May 02, 2024
BUY
$184.42 - $205.72 $16,597 - $18,514
90 Added 2.82%
3,279 $674,000
Q4 2023

Jan 19, 2024
BUY
$168.83 - $192.59 $844 - $962
5 Added 0.16%
3,189 $609,000
Q3 2023

Nov 13, 2023
BUY
$171.45 - $183.67 $1,714 - $1,836
10 Added 0.32%
3,184 $545,000
Q2 2023

Jul 12, 2023
SELL
$177.09 - $190.44 $85,180 - $91,601
-481 Reduced 13.16%
3,174 $565,000
Q3 2022

Oct 28, 2022
SELL
$151.23 - $168.32 $19,659 - $21,881
-130 Reduced 3.43%
3,655 $566,000
Q2 2022

Jul 26, 2022
BUY
$168.46 - $184.65 $18,530 - $20,311
110 Added 2.99%
3,785 $606,000
Q1 2022

May 06, 2022
SELL
$166.99 - $191.51 $31,895 - $36,578
-191 Reduced 4.94%
3,675 $664,000
Q4 2021

Jan 12, 2022
SELL
$163.92 - $174.5 $133,430 - $142,043
-814 Reduced 17.39%
3,866 $656,000
Q3 2021

Nov 05, 2021
BUY
$161.32 - $171.17 $28,231 - $29,954
175 Added 3.88%
4,680 $769,000
Q2 2021

Aug 09, 2021
BUY
$161.92 - $178.77 $158,357 - $174,837
978 Added 27.73%
4,505 $746,000
Q1 2021

Apr 23, 2021
BUY
$157.49 - $182.87 $138,591 - $160,925
880 Added 33.25%
3,527 $629,000
Q4 2020

Jan 11, 2021
SELL
$166.67 - $183.19 $146,669 - $161,207
-880 Reduced 24.95%
2,647 $469,000
Q3 2020

Nov 09, 2020
BUY
$166.62 - $193.89 $250,763 - $291,804
1,505 Added 74.43%
3,527 $627,000
Q2 2020

Jul 16, 2020
SELL
$149.45 - $167.37 $205,792 - $230,468
-1,377 Reduced 40.51%
2,022 $344,000
Q1 2020

Apr 29, 2020
SELL
$138.04 - $157.81 $160,126 - $183,059
-1,160 Reduced 25.44%
3,399 $533,000
Q3 2019

Nov 05, 2019
BUY
$130.62 - $146.66 $236,422 - $265,454
1,810 Added 65.84%
4,559 $638,000
Q2 2019

Jul 16, 2019
BUY
$119.94 - $134.2 $88,155 - $98,636
735 Added 36.49%
2,749 $366,000
Q4 2018

Feb 01, 2019
SELL
$112.54 - $121.25 $4,051 - $4,365
-36 Reduced 1.76%
2,014 $244,000
Q3 2018

Oct 22, 2018
SELL
$111.1 - $119.15 $21,775 - $23,353
-196 Reduced 8.73%
2,050 $237,000
Q1 2018

Apr 09, 2018
BUY
$124.31 - $128.83 $279,200 - $289,352
2,246 New
2,246 $283,000
Q1 2018

Apr 06, 2018
SELL
$124.31 - $128.83 $269,877 - $279,689
-2,171 Closed
0 $0
Q4 2017

Feb 05, 2018
SELL
$118.01 - $123.82 $8,850 - $9,286
-75 Reduced 3.34%
2,171 $268,000
Q3 2017

Nov 06, 2017
SELL
$119.51 - $128.13 $53,301 - $57,145
-446 Reduced 16.57%
2,246 $273,000
Q2 2017

Aug 14, 2017
BUY
N/A
2,692
2,692 $318,000

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

GLD Quotes by TradingView
  • Ticker GLD
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 345,100,000
  • Market Cap $83.6B
More about GLD
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