Wealth Plan Partners, LLC Spdr Gold Trust Transaction History

Wealth Plan Partners, LLC

$931 Billion
Q2 2024

A detailed history of Wealth Plan Partners, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 2,115 shares of GLD stock, worth $512,274. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,115

Previous 4,239 50.11%

Holding current value

$512,274

Previous $872 Million 47.85%

% of portfolio

0.05%

Previous 0.09%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$207.82 - $224.56 $441,409 - $476,965	-2,124 Reduced 50.11%	2,115 $455 Million
Q1 2024 May 07, 2024	SELL	$184.42 - $205.72 $3,503 - $3,908	-19 Reduced 0.45%	4,239 $872 Million
Q4 2023 Jan 05, 2024	BUY	$168.83 - $192.59 $1,012 - $1,155	6 Added 0.14%	4,258 $814 Million
Q3 2023 Nov 01, 2023	SELL	$171.45 - $183.67 $550,525 - $589,764	-3,211 Reduced 43.03%	4,252 $729 Million
Q2 2023 Jul 31, 2023	SELL	$177.09 - $190.44 $235,352 - $253,094	-1,329 Reduced 15.12%	7,463 $1.33 Billion
Q1 2023 May 10, 2023	SELL	$168.35 - $185.74 $340,067 - $375,194	-2,020 Reduced 18.68%	8,792 $1.61 Billion
Q4 2022 Feb 16, 2023	BUY	$151.45 - $169.67 $1.24 Million - $1.39 Million	8,200 Added 313.94%	10,812 $1.87 Billion
Q1 2022 May 03, 2022	BUY	$166.99 - $191.51 $22,209 - $25,470	133 Added 5.37%	2,612 $462,000
Q4 2021 Feb 01, 2022	BUY	$163.92 - $174.5 $9,015 - $9,597	55 Added 2.27%	2,479 $417,000
Q3 2021 Dec 09, 2021	SELL	$161.32 - $171.17 $1,613 - $1,711	-10 Reduced 0.41%	2,424 $398,000
Q2 2021 Aug 19, 2021	BUY	$161.92 - $178.77 $18,620 - $20,558	115 Added 4.96%	2,434 $399,000
Q1 2021 May 11, 2021	BUY	$157.49 - $182.87 $76,382 - $88,691	485 Added 26.44%	2,319 $386,000
Q4 2020 Feb 09, 2021	BUY	$166.67 - $183.19 $57,167 - $62,834	343 Added 23.0%	1,834 $308,000
Q3 2020 Dec 18, 2020	BUY	$166.62 - $193.89 $7,164 - $8,337	43 Added 2.97%	1,491 $262,000
Q2 2020 Aug 19, 2020	BUY	$149.45 - $167.37 $216,403 - $242,351	1,448 New	1,448 $265,000

Others Institutions Holding GLD

# of Institutions

2,361

Shares Held

121M

Call Options Held

63.2M

Put Options Held

45.1M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $83.6B

More about GLD

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Wealth Plan Partners, LLC Spdr Gold Trust Transaction History