Big Sur Wealth Management LLC Spdr Gold Trust Transaction History

Big Sur Wealth Management LLC

  • $378 Million
  • Q3 2025

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 14,515 shares of GLD stock, worth $5.46 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
14,515
Previous 13,115 10.67%
Holding current value
$5.46 Million
Previous $4 Million 29.07%
% of portfolio
1.36%
Previous 1.06%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
BUY
$300.96 - $355.47 $421,344 - $497,658
1,400 Added 10.67%
14,515 $5.16 Million
Q2 2025

Jul 15, 2025
SELL
$273.71 - $316.29 $1.04 Million - $1.2 Million
-3,800 Reduced 22.47%
13,115 $4 Million
Q4 2024

Jan 16, 2025
SELL
$236.59 - $257.5 $804,406 - $875,500
-3,400 Reduced 16.74%
16,915 $4.1 Million
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

# of Institutions
3,237
Shares Held
140M
Call Options Held
152M
Put Options Held
77.7M
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 $130B
More about GLD
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