Evermay Wealth Management LLC Spdr Gold Trust Transaction History

Evermay Wealth Management LLC

  • $654 Million
  • Q4 2024

A detailed history of Evermay Wealth Management LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Evermay Wealth Management LLC holds 759 shares of GLD stock, worth $202,114. This represents 0.03% of its overall portfolio holdings.

Number of Shares
759
Previous 659 15.17%
Holding current value
$202,114
Previous $160,000 14.37%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$236.59 - $257.5 $23,659 - $25,750
100 Added 15.17%
759 $183,000
Q1 2024

May 13, 2024
BUY
$184.42 - $205.72 $49,055 - $54,721
266 Added 67.68%
659 $135,000
Q4 2023

Feb 09, 2024
SELL
$168.83 - $192.59 $2,194 - $2,503
-13 Reduced 3.2%
393 $75,000
Q3 2023

Nov 13, 2023
BUY
$171.45 - $183.67 $19,716 - $21,122
115 Added 39.52%
406 $69,000
Q2 2023

Aug 10, 2023
SELL
$177.09 - $190.44 $1,770 - $1,904
-10 Reduced 3.32%
291 $51,000
Q1 2023

May 15, 2023
SELL
$168.35 - $185.74 $19,360 - $21,360
-115 Reduced 27.64%
301 $55,000
Q3 2022

Nov 14, 2022
BUY
$151.23 - $168.32 $1,965 - $2,188
13 Added 3.23%
416 $64,000
Q2 2022

Aug 15, 2022
SELL
$168.46 - $184.65 $47,168 - $51,702
-280 Reduced 41.0%
403 $68,000
Q1 2022

May 16, 2022
SELL
$166.99 - $191.51 $5,009 - $5,745
-30 Reduced 4.21%
683 $123,000
Q4 2021

Feb 14, 2022
BUY
$163.92 - $174.5 $16,392 - $17,450
100 Added 16.31%
713 $122,000
Q2 2021

Aug 13, 2021
BUY
$161.92 - $178.77 $99,256 - $109,586
613 New
613 $102,000

Others Institutions Holding GLD

# of Institutions
2,679
Shares Held
131M
Call Options Held
99.2M
Put Options Held
62.6M
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 $91.9B
More about GLD
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