Cardinal Point Wealth Management Partners, LLC Spdr Gold Trust Transaction History

Cardinal Point Wealth Management Partners, LLC

$328 Million
Q1 2023

A detailed history of Cardinal Point Wealth Management Partners, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Cardinal Point Wealth Management Partners, LLC holds 4,043 shares of GLD stock, worth $1.05 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

4,043

Previous 4,157 2.74%

Holding current value

$1.05 Million

Previous $705,000 4.96%

% of portfolio

0.23%

Previous 0.24%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 10, 2023	SELL	$168.35 - $185.74 $19,191 - $21,174	-114 Reduced 2.74%	4,043 $740,000
Q3 2022 Nov 02, 2022	SELL	$151.23 - $168.32 $124,159 - $138,190	-821 Reduced 16.49%	4,157 $656,000
Q1 2022 May 02, 2022	BUY	$166.99 - $191.51 $16,699 - $19,151	100 Added 2.05%	4,978 $899,000
Q4 2021 Feb 10, 2022	BUY	$163.92 - $174.5 $799,601 - $851,211	4,878 New	4,878 $834,000

Others Institutions Holding GLD

# of Institutions

2,561

Shares Held

125M

Call Options Held

89.3M

Put Options Held

65.8M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $89.2B

More about GLD

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Cardinal Point Wealth Management Partners, LLC Spdr Gold Trust Transaction History