Wells Financial Advisors Inc Spdr Gold Trust Transaction History

Wells Financial Advisors Inc

$73.1 Million
Q3 2024

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 13,762 shares of GLD stock, worth $3.31 Million. This represents 4.57% of its overall portfolio holdings.

Number of Shares

13,762

Previous 28,705 52.06%

Holding current value

$3.31 Million

Previous $6.17 Million 45.79%

% of portfolio

4.57%

Previous 4.18%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,494

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 $83B

More about GLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wells Financial Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wells Financial Advisors Inc with notifications on news.

Account

Wells Financial Advisors Inc Spdr Gold Trust Transaction History