Curi Wealth Management, LLC Spdr Gold Trust Transaction History

Curi Wealth Management, LLC

$0
Q1 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 06, 2023	SELL	$171.45 - $183.67 $161,334 - $172,833	-941 Reduced 2.91%	31,349 $5.37 Million
Q2 2023 Jul 31, 2023	SELL	$177.09 - $190.44 $341,606 - $367,358	-1,929 Reduced 5.64%	32,290 $5.76 Million
Q1 2023 May 03, 2023	SELL	$168.35 - $185.74 $144,444 - $159,364	-858 Reduced 2.45%	34,219 $6.27 Million
Q4 2022 Feb 03, 2023	SELL	$151.45 - $169.67 $148,269 - $166,106	-979 Reduced 2.72%	35,077 $5.95 Million
Q3 2022 Nov 08, 2022	BUY	$151.23 - $168.32 $5.35 Million - $5.96 Million	35,380 Added 5233.73%	36,056 $5.58 Million
Q1 2022 May 06, 2022	BUY	$166.99 - $191.51 $16,699 - $19,151	100 Added 17.36%	676 $122,000
Q4 2021 Feb 09, 2022	BUY	$163.92 - $174.5 $94,417 - $100,512	576 New	576 $98,000
Q1 2021 Apr 29, 2021	SELL	$157.49 - $182.87 $90,714 - $105,333	-576 Closed	0 $0
Q4 2020 Mar 19, 2021	BUY	$166.67 - $183.19 $96,001 - $105,517	576 New	576 $102,000

Others Institutions Holding GLD

# of Institutions

2,456

Shares Held

124M

Call Options Held

66.6M

Put Options Held

48.6M

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $82B

Track This Portfolio

Portfolio Update

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

News

Stay updated on Curi Wealth Management, LLC with notifications on news.