Wmg Financial Advisors, LLC Spdr Gold Trust Transaction History

Wmg Financial Advisors, LLC

$246 Million
Q2 2025

A detailed history of Wmg Financial Advisors, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 7,317 shares of GLD stock, worth $2.7 Million. This represents 0.91% of its overall portfolio holdings.

Number of Shares

7,317

Previous 5,562 31.55%

Holding current value

$2.7 Million

Previous $1.6 Million 39.2%

% of portfolio

0.91%

Previous 0.75%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	$273.71 - $316.29 $480,361 - $555,088	1,755 Added 31.55%	7,317 $2.23 Million
Q1 2025 May 06, 2025	BUY	$243.19 - $288.14 $53,015 - $62,814	218 Added 4.08%	5,562 $1.6 Million
Q4 2024 Feb 06, 2025	BUY	$236.59 - $257.5 $201,338 - $219,132	851 Added 18.94%	5,344 $1.29 Million
Q3 2024 Oct 31, 2024	BUY	$215.56 - $246.98 $66,176 - $75,822	307 Added 7.33%	4,493 $1.09 Million
Q2 2024 Jul 30, 2024	BUY	$207.82 - $224.56 $146,305 - $158,090	704 Added 20.22%	4,186 $900,000
Q1 2024 May 07, 2024	BUY	$184.42 - $205.72 $9,589 - $10,697	52 Added 1.52%	3,482 $716,000
Q4 2023 Feb 08, 2024	SELL	$168.83 - $192.59 $308,621 - $352,054	-1,828 Reduced 34.77%	3,430 $655,000
Q2 2023 Aug 03, 2023	BUY	$177.09 - $190.44 $536,228 - $576,652	3,028 Added 135.78%	5,258 $937,000
Q1 2023 Apr 18, 2023	BUY	$168.35 - $185.74 $37,710 - $41,605	224 Added 11.17%	2,230 $408,000
Q4 2022 Feb 10, 2023	SELL	$151.45 - $169.67 $605 - $678	-4 Reduced 0.2%	2,006 $340,000
Q3 2022 Oct 18, 2022	SELL	$151.23 - $168.32 $151 - $168	-1 Reduced 0.05%	2,010 $311,000
Q2 2022 Aug 08, 2022	BUY	$168.46 - $184.65 $11,118 - $12,186	66 Added 3.39%	2,011 $339,000
Q4 2021 Feb 14, 2022	BUY	$163.92 - $174.5 $318,824 - $339,402	1,945 New	1,945 $333,000

Others Institutions Holding GLD

# of Institutions

3,086

Shares Held

141M

Call Options Held

118M

Put Options Held

74.6M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $127B

More about GLD

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Wmg Financial Advisors, LLC Spdr Gold Trust Transaction History