Congress Wealth Management LLC Spdr Gold Trust Transaction History

Congress Wealth Management LLC

$7.9 Billion
Q1 2025

A detailed history of Congress Wealth Management LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Congress Wealth Management LLC holds 31,798 shares of GLD stock, worth $9.85 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

31,798

Previous 21,441 48.3%

Holding current value

$9.85 Million

Previous $5.19 Million 76.5%

% of portfolio

0.12%

Previous 0.07%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$243.19 - $288.14 $2.52 Million - $2.98 Million	10,357 Added 48.3%	31,798 $9.16 Million
Q4 2024 Feb 11, 2025	BUY	$236.59 - $257.5 $279,412 - $304,107	1,181 Added 5.83%	21,441 $5.19 Million
Q3 2024 Nov 12, 2024	BUY	$215.56 - $246.98 $4.16 Million - $4.77 Million	19,294 Added 1997.31%	20,260 $4.93 Million
Q2 2024 Aug 13, 2024	SELL	$207.82 - $224.56 $3,117 - $3,368	-15 Reduced 1.53%	966 $207,000
Q1 2024 Apr 18, 2024	SELL	$184.42 - $205.72 $425,272 - $474,390	-2,306 Reduced 70.16%	981 $201,000
Q4 2023 Feb 09, 2024	BUY	$168.83 - $192.59 $554,944 - $633,043	3,287 New	3,287 $628,000
Q1 2022 May 16, 2022	SELL	$166.99 - $191.51 $267,684 - $306,990	-1,603 Closed	0 $0
Q4 2021 Feb 04, 2022	BUY	$163.92 - $174.5 $262,763 - $279,723	1,603 New	1,603 $274,000

Others Institutions Holding GLD

# of Institutions

2,940

Shares Held

135M

Call Options Held

107M

Put Options Held

78.6M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $107B

More about GLD

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Congress Wealth Management LLC Spdr Gold Trust Transaction History