Congress Wealth Management LLC Spdr Gold Trust Transaction History

Congress Wealth Management LLC

  • $5.64 Billion
  • Q1 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 981 shares of GLD stock, worth $214,044. This represents 0.0% of its overall portfolio holdings.

Number of Shares
981
Previous 3,287 70.16%
Holding current value
$214,044
Previous $628,000 67.99%
% of portfolio
0.0%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,307
Shares Held
122M
Call Options Held
62.9M
Put Options Held
42.1M
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 $75.3B
More about GLD
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