Kfg Wealth Management, LLC Spdr Gold Trust Transaction History

Kfg Wealth Management, LLC

$344 Million
Q3 2024

A detailed history of Kfg Wealth Management, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 6,004 shares of GLD stock, worth $1.43 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

6,004

Previous 5,302 13.24%

Holding current value

$1.43 Million

Previous $1.14 Million 28.09%

% of portfolio

0.42%

Previous 0.5%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$215.56 - $246.98 $151,323 - $173,379	702 Added 13.24%	6,004 $1.46 Million
Q2 2024 Jul 19, 2024	BUY	$207.82 - $224.56 $38,446 - $41,543	185 Added 3.62%	5,302 $1.14 Million
Q1 2024 Apr 19, 2024	BUY	$184.42 - $205.72 $6,270 - $6,994	34 Added 0.67%	5,117 $1.05 Million
Q4 2023 Jan 31, 2024	BUY	$168.83 - $192.59 $70,402 - $80,310	417 Added 8.94%	5,083 $971,000
Q3 2023 Oct 17, 2023	SELL	$171.45 - $183.67 $28,803 - $30,856	-168 Reduced 3.48%	4,666 $799,000
Q2 2023 Jul 18, 2023	BUY	$177.09 - $190.44 $11,510 - $12,378	65 Added 1.36%	4,834 $862 Million
Q1 2023 Apr 14, 2023	BUY	$168.35 - $185.74 $62,289 - $68,723	370 Added 8.41%	4,769 $905 Million
Q4 2022 Jan 18, 2023	BUY	$151.45 - $169.67 $666,228 - $746,378	4,399 New	4,399 $746 Million

Others Institutions Holding GLD

# of Institutions

2,456

Shares Held

124M

Call Options Held

66.6M

Put Options Held

48.6M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $82B

More about GLD

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Kfg Wealth Management, LLC Spdr Gold Trust Transaction History