Wescott Financial Advisory Group, LLC Spdr Gold Trust Transaction History

Wescott Financial Advisory Group, LLC

$822 Million
Q3 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 1,309 shares of GLD stock, worth $310,246. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,309

Previous 1,283 2.03%

Holding current value

$310,246

Previous $275,000 15.64%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$215.56 - $246.98 $5,604 - $6,421	26 Added 2.03%	1,309 $318,000
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

2,480

Shares Held

126M

Call Options Held

76.5M

Put Options Held

55.7M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $81.8B

More about GLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wescott Financial Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wescott Financial Advisory Group, LLC with notifications on news.

Account

Wescott Financial Advisory Group, LLC Spdr Gold Trust Transaction History