Jfs Wealth Advisors, LLC Spdr Gold Trust Transaction History

Jfs Wealth Advisors, LLC

$1.49 Billion
Q3 2024

A detailed history of Jfs Wealth Advisors, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 3,740 shares of GLD stock, worth $902,985. This represents 0.06% of its overall portfolio holdings.

Number of Shares

3,740

Previous 3,761 0.56%

Holding current value

$902,985

Previous $808,000 12.5%

% of portfolio

0.06%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$215.56 - $246.98 $4,526 - $5,186	-21 Reduced 0.56%	3,740 $909,000
Q2 2024 Jul 15, 2024	SELL	$207.82 - $224.56 $90,817 - $98,132	-437 Reduced 10.41%	3,761 $808,000
Q1 2024 Apr 30, 2024	BUY	$184.42 - $205.72 $97,004 - $108,208	526 Added 14.32%	4,198 $863,000
Q4 2023 Feb 07, 2024	SELL	$168.83 - $192.59 $8,103 - $9,244	-48 Reduced 1.29%	3,672 $701,000
Q3 2023 Nov 02, 2023	BUY	$171.45 - $183.67 $218,427 - $233,995	1,274 Added 52.09%	3,720 $637,000
Q2 2023 Aug 07, 2023	BUY	$177.09 - $190.44 $80,753 - $86,840	456 Added 22.91%	2,446 $436,000
Q3 2022 Oct 21, 2022	BUY	$151.23 - $168.32 $15,122 - $16,832	100 Added 5.29%	1,990 $308,000
Q2 2022 Aug 02, 2022	SELL	$168.46 - $184.65 $13,476 - $14,772	-80 Reduced 4.06%	1,890 $318,000
Q1 2022 May 02, 2022	SELL	$166.99 - $191.51 $109,545 - $125,630	-656 Reduced 24.98%	1,970 $356,000
Q3 2021 Nov 09, 2021	SELL	$161.32 - $171.17 $198,584 - $210,710	-1,231 Reduced 31.92%	2,626 $431,000
Q2 2021 Aug 04, 2021	BUY	$161.92 - $178.77 $621,448 - $686,119	3,838 Added 20200.0%	3,857 $639,000
Q1 2021 Apr 28, 2021	BUY	$157.49 - $182.87 $2,992 - $3,474	19 New	19 $3,000
Q4 2020 Feb 01, 2021	SELL	$166.67 - $183.19 $50,834 - $55,872	-305 Closed	0 $0
Q3 2020 Oct 28, 2020	BUY	$166.62 - $193.89 $833 - $969	5 Added 1.67%	305 $54,000
Q1 2020 Apr 29, 2020	SELL	$138.04 - $157.81 $1,794 - $2,051	-13 Reduced 4.15%	300 $44,000
Q4 2019 Feb 03, 2020	SELL	$137.01 - $142.9 $959 - $1,000	-7 Reduced 2.19%	313 $45,000
Q3 2019 Oct 31, 2019	BUY	$130.62 - $146.66 $2,612 - $2,933	20 Added 6.67%	320 $44,000
Q3 2017 Oct 20, 2017	BUY	$119.51 - $128.13 $35,853 - $38,439	300	300 $36,000

Others Institutions Holding GLD

# of Institutions

2,494

Shares Held

127M

Call Options Held

89.2M

Put Options Held

64.9M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $83.3B

More about GLD

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Jfs Wealth Advisors, LLC Spdr Gold Trust Transaction History