Wellspring Financial Advisors, LLC GOLDMAN SACHS PHYSICAL GOLD ETF Transaction History

Wellspring Financial Advisors, LLC

  • $735 Billion
  • Q2 2024
Number of Shares
1,400,387
Previous 1,239,435 12.99%
Holding current value
$32.2 Billion
Previous $27.3 Billion 18.2%
% of portfolio
4.38%
Previous 4.31%

Shares

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

Aug 12, 2024
BUY
N/A
160,952 Added 12.99%
1,400,387 $32.2 Billion
Q1 2024

May 01, 2024
BUY
N/A
539,859 Added 77.17%
1,239,435 $27.3 Billion
Q4 2023

Feb 13, 2024
BUY
N/A
471,268 Added 206.42%
699,576 $14.3 Billion
Q3 2023

Nov 14, 2023
SELL
N/A
-250 Reduced 0.11%
228,308 $4.18 Billion
Q2 2023

Aug 11, 2023
SELL
N/A
-5,470 Reduced 2.34%
228,558 $4.35 Billion
Q1 2023

May 12, 2023
BUY
N/A
31,054 Added 15.3%
234,028 $4.58 Billion
Q4 2022

Feb 13, 2023
BUY
N/A
202,974 New
202,974 $0
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