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 $997,246. This represents 0.23% of its overall portfolio holdings.

Number of Shares
4,043
Previous 4,157 2.74%
Holding current value
$997,246
Previous $705,000 4.96%
% of portfolio
0.23%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,489
Shares Held
127M
Call Options Held
89.2M
Put Options Held
64.9M
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 $85.1B
More about GLD
Track This Portfolio

Track Cardinal Point Wealth Management Partners, LLC Portfolio

Follow Cardinal Point Wealth Management Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cardinal Point Wealth Management Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cardinal Point Wealth Management Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email