Congress Wealth Management LLC Spdr Gold Trust Transaction History

Congress Wealth Management LLC

  • $7.2 Billion
  • Q3 2024

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 20,260 shares of GLD stock, worth $5.06 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
20,260
Previous 966 1997.31%
Holding current value
$5.06 Million
Previous $207,000 2279.23%
% of portfolio
0.07%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,489
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 $86.2B
More about GLD
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