Roi Financial Advisors, LLC Spdr Gold Trust Transaction History

Roi Financial Advisors, LLC

$167 Billion
Q3 2025

A detailed history of Roi Financial Advisors, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Roi Financial Advisors, LLC holds 15,673 shares of GLD stock, worth $5.89 Million. This represents 3.33% of its overall portfolio holdings.

Number of Shares

15,673

Previous 15,183 3.23%

Holding current value

$5.89 Million

Previous $4.63 Billion 20.38%

% of portfolio

3.33%

Previous 2.94%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$300.96 - $355.47 $147,470 - $174,180	490 Added 3.23%	15,673 $5.57 Billion
Q2 2025 Aug 05, 2025	BUY	$273.71 - $316.29 $38,866 - $44,913	142 Added 0.94%	15,183 $4.63 Billion
Q1 2025 May 09, 2025	BUY	$243.19 - $288.14 $35,262 - $41,780	145 Added 0.97%	15,041 $4.33 Billion
Q4 2024 Feb 12, 2025	BUY	$236.59 - $257.5 $157,332 - $171,237	665 Added 4.67%	14,896 $3.61 Billion
Q3 2024 Nov 05, 2024	BUY	$215.56 - $246.98 $119,851 - $137,320	556 Added 4.07%	14,231 $3.46 Billion

Q2 2024 Aug 09, 2024	SELL	$207.82 - $224.56 $35,952 - $38,848	-173 Reduced 1.25%	13,675 $2.94 Billion
Q1 2024 May 13, 2024	SELL	$184.42 - $205.72 $44,076 - $49,167	-239 Reduced 1.7%	13,848 $2.85 Billion
Q4 2023 Feb 13, 2024	BUY	$168.83 - $192.59 $2.38 Million - $2.71 Million	14,087 New	14,087 $2.69 Billion

Others Institutions Holding GLD

# of Institutions

3,231

Shares Held

140M

Call Options Held

152M

Put Options Held

77.7M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $130B

More about GLD

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Roi Financial Advisors, LLC Spdr Gold Trust Transaction History