Primoris Wealth Advisors, LLC Spdr Gold Trust Transaction History

Primoris Wealth Advisors, LLC

  • $139 Million
  • Q3 2024

A detailed history of Primoris Wealth Advisors, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 16,175 shares of GLD stock, worth $4.09 Million. This represents 2.83% of its overall portfolio holdings.

Number of Shares
16,175
Previous 14,080 14.88%
Holding current value
$4.09 Million
Previous $3.03 Million 29.9%
% of portfolio
2.83%
Previous 2.42%

Shares

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

Nov 01, 2024
BUY
$215.56 - $246.98 $451,598 - $517,423
2,095 Added 14.88%
16,175 $3.93 Million
Q2 2024

Aug 01, 2024
BUY
$207.82 - $224.56 $465,516 - $503,014
2,240 Added 18.92%
14,080 $3.03 Million
Q1 2024

May 07, 2024
SELL
$184.42 - $205.72 $387,282 - $432,012
-2,100 Reduced 15.06%
11,840 $2.44 Million
Q4 2023

Feb 15, 2024
BUY
$168.83 - $192.59 $334,283 - $381,328
1,980 Added 16.56%
13,940 $2.66 Million
Q3 2023

Oct 31, 2023
SELL
$171.45 - $183.67 $307,752 - $329,687
-1,795 Reduced 13.05%
11,960 $2.05 Million
Q2 2023

Aug 03, 2023
SELL
$177.09 - $190.44 $17,709 - $19,044
-100 Reduced 0.72%
13,755 $2.45 Million
Q1 2023

Apr 25, 2023
BUY
$168.35 - $185.74 $1.7 Million - $1.88 Million
10,100 Added 268.97%
13,855 $2.54 Million
Q4 2022

Feb 03, 2023
SELL
$151.45 - $169.67 $208,243 - $233,296
-1,375 Reduced 26.8%
3,755 $637,000
Q3 2022

Oct 20, 2022
BUY
$151.23 - $168.32 $102,836 - $114,457
680 Added 15.28%
5,130 $794,000
Q2 2022

Jul 29, 2022
BUY
$168.46 - $184.65 $749,647 - $821,692
4,450 New
4,450 $749,000

Others Institutions Holding GLD

# of Institutions
2,416
Shares Held
124M
Call Options Held
63.8M
Put Options Held
46.2M
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 $87.3B
More about GLD
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