Wescott Financial Advisory Group, LLC Spdr Gold Trust Transaction History

Wescott Financial Advisory Group, LLC

  • $763 Million
  • Q2 2024

A detailed history of Wescott Financial Advisory Group, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Wescott Financial Advisory Group, LLC holds 1,283 shares of GLD stock, worth $310,755. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,283
Previous 1,298 1.16%
Holding current value
$310,755
Previous $267,000 3.0%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Aug 14, 2024
SELL
$207.82 - $224.56 $3,117 - $3,368
-15 Reduced 1.16%
1,283 $275,000
Q1 2024

May 13, 2024
SELL
$184.42 - $205.72 $553 - $617
-3 Reduced 0.23%
1,298 $267,000
Q3 2023

Nov 09, 2023
SELL
$171.45 - $183.67 $6,000 - $6,428
-35 Reduced 2.62%
1,301 $223,000
Q2 2023

Aug 11, 2023
BUY
$177.09 - $190.44 $1,239 - $1,333
7 Added 0.53%
1,336 $238,000
Q4 2022

Feb 06, 2023
SELL
$151.45 - $169.67 $8,935 - $10,010
-59 Reduced 4.25%
1,329 $225,000
Q1 2022

May 16, 2022
BUY
$166.99 - $191.51 $231,782 - $265,815
1,388 New
1,388 $251,000

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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