Forvis Wealth Advisors, LLC Spdr Gold Trust Transaction History

Forvis Wealth Advisors, LLC

  • $4.26 Billion
  • Q3 2024

A detailed history of Forvis Wealth Advisors, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Forvis Wealth Advisors, LLC holds 2,933 shares of GLD stock, worth $749,821. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,933
Previous 2,473 18.6%
Holding current value
$749,821
Previous $531,000 34.27%
% of portfolio
0.02%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$215.56 - $246.98 $99,157 - $113,610
460 Added 18.6%
2,933 $713,000
Q2 2024

Aug 09, 2024
BUY
$207.82 - $224.56 $32,004 - $34,582
154 Added 6.64%
2,473 $531,000
Q1 2024

Apr 19, 2024
BUY
$184.42 - $205.72 $138,315 - $154,290
750 Added 47.8%
2,319 $477,000
Q4 2023

Jan 11, 2024
SELL
$168.83 - $192.59 $73,609 - $83,969
-436 Reduced 21.75%
1,569 $299,000
Q3 2023

Oct 25, 2023
BUY
$171.45 - $183.67 $43,891 - $47,019
256 Added 14.64%
2,005 $343,000
Q2 2023

Aug 08, 2023
BUY
$177.09 - $190.44 $111,566 - $119,977
630 Added 56.3%
1,749 $311,000
Q1 2023

Apr 26, 2023
BUY
$168.35 - $185.74 $188,383 - $207,843
1,119 New
1,119 $205,000
Q3 2022

Oct 13, 2022
SELL
$151.23 - $168.32 $32,363 - $36,020
-214 Reduced 12.91%
1,444 $224,000
Q2 2022

Jul 22, 2022
BUY
$168.46 - $184.65 $279,306 - $306,149
1,658 New
1,658 $279,000

Others Institutions Holding GLD

# of Institutions
2,535
Shares Held
125M
Call Options Held
89.3M
Put Options Held
65.8M
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 $88.2B
More about GLD
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