Collaborative Wealth Managment Inc. Spdr Gold Trust Transaction History

Collaborative Wealth Managment Inc.

  • $222 Million
  • Q2 2025

A detailed history of Collaborative Wealth Managment Inc. transactions in Spdr Gold Trust stock. As of the latest transaction made, Collaborative Wealth Managment Inc. holds 976 shares of GLD stock, worth $358,201. This represents 0.13% of its overall portfolio holdings.

Number of Shares
976
Previous 840 16.19%
Holding current value
$358,201
Previous $242,000 22.73%
% of portfolio
0.13%
Previous 0.12%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$273.71 - $316.29 $37,224 - $43,015
136 Added 16.19%
976 $297,000
Q1 2025

May 08, 2025
SELL
$243.19 - $288.14 $33,073 - $39,187
-136 Reduced 13.93%
840 $242,000
Q4 2024

Feb 10, 2025
BUY
$236.59 - $257.5 $2,365 - $2,575
10 Added 1.04%
976 $236,000
Q3 2024

Nov 12, 2024
BUY
$215.56 - $246.98 $208,230 - $238,582
966 New
966 $234,000
Q4 2023

Feb 07, 2024
BUY
$168.83 - $192.59 $182,842 - $208,574
1,083 New
1,083 $207,000
Q2 2023

Aug 07, 2023
SELL
$177.09 - $190.44 $18,417 - $19,805
-104 Reduced 7.88%
1,215 $216,000
Q1 2023

May 08, 2023
SELL
$168.35 - $185.74 $5,892 - $6,500
-35 Reduced 2.58%
1,319 $241,000
Q4 2022

Feb 10, 2023
SELL
$151.45 - $169.67 $130,549 - $146,255
-862 Reduced 38.9%
1,354 $229,000
Q3 2022

Nov 14, 2022
SELL
$151.23 - $168.32 $13,459 - $14,980
-89 Reduced 3.86%
2,216 $343,000
Q2 2022

Aug 15, 2022
BUY
$168.46 - $184.65 $388,300 - $425,618
2,305 New
2,305 $388,000

Others Institutions Holding GLD

# of Institutions
3,129
Shares Held
141M
Call Options Held
117M
Put Options Held
74.2M
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 $127B
More about GLD
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