A detailed history of Big Sur Wealth Management LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 20,315 shares of GLD stock, worth $4.94 Million. This represents 1.39% of its overall portfolio holdings.

Number of Shares
20,315
Previous 18,815 7.97%
Holding current value
$4.94 Million
Previous $4.05 Million 22.08%
% of portfolio
1.39%
Previous 1.27%

Shares

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

Oct 16, 2024

BUY
$215.56 - $246.98 $323,340 - $370,470
1,500 Added 7.97%
20,315 $4.94 Million
Q4 2023

Feb 12, 2024

BUY
$168.83 - $192.59 $320,777 - $365,921
1,900 Added 11.23%
18,815 $3.6 Million
Q3 2023

Nov 13, 2023

SELL
$171.45 - $183.67 $17,145 - $18,367
-100 Reduced 0.59%
16,915 $2.9 Million
Q2 2023

Aug 14, 2023

BUY
$177.09 - $190.44 $463,090 - $498,000
2,615 Added 18.16%
17,015 $3.03 Million
Q1 2023

May 12, 2023

BUY
$168.35 - $185.74 $2.42 Million - $2.67 Million
14,400 New
14,400 $2.64 Million
Q1 2022

May 05, 2022

BUY
$166.99 - $191.51 $333,980 - $383,020
2,000 Added 9.13%
23,915 $4.32 Million
Q2 2021

Jul 29, 2021

BUY
$161.92 - $178.77 $3.55 Million - $3.92 Million
21,915 New
21,915 $3.63 Million
Q1 2021

May 06, 2021

SELL
$157.49 - $182.87 $5.78 Million - $6.71 Million
-36,715 Closed
0 $0
Q3 2020

Oct 30, 2020

BUY
$166.62 - $193.89 $2.87 Million - $3.33 Million
17,200 Added 88.14%
36,715 $6.5 Million
Q2 2020

Jul 31, 2020

BUY
$149.45 - $167.37 $1.85 Million - $2.08 Million
12,400 Added 174.28%
19,515 $3.27 Million
Q2 2019

Jul 05, 2019

SELL
$119.94 - $134.2 $239,880 - $268,400
-2,000 Reduced 21.94%
7,115 $929,000
Q1 2019

Apr 05, 2019

BUY
$121.02 - $126.7 $617,202 - $646,170
5,100 Added 127.02%
9,115 $1.11 Million
Q3 2017

Nov 02, 2017

SELL
$119.51 - $128.13 $65,969 - $70,727
-552 Reduced 12.09%
4,015 $488,000
Q2 2017

Aug 14, 2017

BUY
N/A
4,567
4,567 $546,000

Others Institutions Holding GLD

About SPDR GOLD TRUST


  • Ticker GLD
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 345,100,000
  • Market Cap $83.8B
More about GLD
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