Uma Financial Services, Inc. Spdr Gold Trust Transaction History

Uma Financial Services, Inc.

  • $573 Million
  • Q4 2024

A detailed history of Uma Financial Services, Inc. transactions in Spdr Gold Trust stock. As of the latest transaction made, Uma Financial Services, Inc. holds 1,858 shares of GLD stock, worth $502,235. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,858
Previous 1,689 10.01%
Holding current value
$502,235
Previous $410,000 9.51%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Feb 12, 2025
BUY
$236.59 - $257.5 $39,983 - $43,517
169 Added 10.01%
1,858 $449,000
Q3 2024

Oct 16, 2024
BUY
$215.56 - $246.98 $59,279 - $67,919
275 Added 19.45%
1,689 $410,000
Q4 2023

Jan 23, 2024
BUY
$168.83 - $192.59 $238,725 - $272,322
1,414 New
1,414 $270,000
Q1 2023

Apr 20, 2023
BUY
$168.35 - $185.74 $9,090 - $10,029
54 Added 4.23%
1,330 $243,000
Q4 2022

Jan 25, 2023
SELL
$151.45 - $169.67 $1,363 - $1,527
-9 Reduced 0.7%
1,276 $0
Q3 2022

Oct 06, 2022
SELL
$151.23 - $168.32 $15,576 - $17,336
-103 Reduced 7.42%
1,285 $205,000
Q2 2022

Aug 02, 2022
SELL
$168.46 - $184.65 $7,580 - $8,309
-45 Reduced 3.14%
1,388 $229,000
Q1 2022

May 05, 2022
BUY
$166.99 - $191.51 $19,537 - $22,406
117 Added 8.89%
1,433 $252,000
Q4 2021

Jan 11, 2022
SELL
$163.92 - $174.5 $3,278 - $3,490
-20 Reduced 1.5%
1,316 $221,000
Q3 2021

Oct 19, 2021
BUY
$161.32 - $171.17 $215,523 - $228,683
1,336 New
1,336 $221,000
Q3 2020

Nov 04, 2020
SELL
$166.62 - $193.89 $182,115 - $211,921
-1,093 Closed
0 $0
Q2 2020

Aug 11, 2020
BUY
$149.45 - $167.37 $163,348 - $182,935
1,093 New
1,093 $208,000

Others Institutions Holding GLD

# of Institutions
2,660
Shares Held
129M
Call Options Held
100M
Put Options Held
62.9M
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 $93.3B
More about GLD
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