Wells Financial Advisors Inc Spdr Gold Trust Transaction History

Wells Financial Advisors Inc

  • $72.3 Million
  • Q3 2025

A detailed history of Wells Financial Advisors Inc transactions in Spdr Gold Trust stock. As of the latest transaction made, Wells Financial Advisors Inc holds 12,792 shares of GLD stock, worth $4.83 Million. This represents 6.29% of its overall portfolio holdings.

Number of Shares
12,792
Previous 13,021 1.76%
Holding current value
$4.83 Million
Previous $3.97 Million 14.56%
% of portfolio
6.29%
Previous 5.56%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$300.96 - $355.47 $68,919 - $81,402
-229 Reduced 1.76%
12,792 $4.55 Million
Q2 2025

Jul 25, 2025
SELL
$273.71 - $316.29 $388,394 - $448,815
-1,419 Reduced 9.83%
13,021 $3.97 Million
Q1 2025

May 09, 2025
BUY
$243.19 - $288.14 $269,697 - $319,547
1,109 Added 8.32%
14,440 $4.16 Million
Q4 2024

Feb 11, 2025
SELL
$236.59 - $257.5 $101,970 - $110,982
-431 Reduced 3.13%
13,331 $3.23 Million
Q3 2024

Nov 13, 2024
SELL
$215.56 - $246.98 $3.22 Million - $3.69 Million
-14,943 Reduced 52.06%
13,762 $3.35 Million
Q2 2024

Aug 09, 2024
SELL
$207.82 - $224.56 $705,756 - $762,605
-3,396 Reduced 10.58%
28,705 $6.17 Million
Q1 2024

May 13, 2024
BUY
$184.42 - $205.72 $84,095 - $93,808
456 Added 1.44%
32,101 $6.6 Million
Q4 2023

Feb 12, 2024
BUY
$168.83 - $192.59 $236,362 - $269,626
1,400 Added 4.63%
31,645 $6.05 Million
Q3 2023

Oct 10, 2023
SELL
$171.45 - $183.67 $8,229 - $8,816
-48 Reduced 0.16%
30,245 $5.19 Million
Q2 2023

Aug 07, 2023
BUY
$177.09 - $190.44 $1.72 Million - $1.85 Million
9,706 Added 47.15%
30,293 $5.4 Million
Q1 2023

May 03, 2023
BUY
$168.35 - $185.74 $1,178 - $1,300
7 Added 0.03%
20,587 $3.77 Million
Q4 2022

Feb 03, 2023
SELL
$151.45 - $169.67 $3.7 Million - $4.14 Million
-24,401 Reduced 54.25%
20,580 $3.49 Million
Q3 2022

Nov 09, 2022
SELL
$151.23 - $168.32 $181,173 - $201,647
-1,198 Reduced 2.59%
44,981 $6.96 Million
Q2 2022

Aug 10, 2022
BUY
$168.46 - $184.65 $558,781 - $612,484
3,317 Added 7.74%
46,179 $7.78 Million
Q1 2022

Apr 25, 2022
BUY
$166.99 - $191.51 $134,927 - $154,740
808 Added 1.92%
42,862 $7.74 Million
Q4 2021

Feb 11, 2022
SELL
$163.92 - $174.5 $94,417 - $100,512
-576 Reduced 1.35%
42,054 $7.19 Million
Q3 2021

Nov 10, 2021
BUY
$161.32 - $171.17 $47,105 - $49,981
292 Added 0.69%
42,630 $7 Million
Q2 2021

Aug 02, 2021
SELL
$161.92 - $178.77 $24,449 - $26,994
-151 Reduced 0.36%
42,338 $7.01 Million
Q1 2021

May 12, 2021
BUY
$157.49 - $182.87 $62,523 - $72,599
397 Added 0.94%
42,489 $6.8 Million
Q4 2020

Feb 11, 2021
BUY
$166.67 - $183.19 $7.02 Million - $7.71 Million
42,092 New
42,092 $7.51 Million

Others Institutions Holding GLD

# of Institutions
3,125
Shares Held
141M
Call Options Held
118M
Put Options Held
74.9M
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 $130B
More about GLD
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