Institute For Wealth Management, Llc. Spdr Gold Trust Transaction History

Institute For Wealth Management, Llc.

  • $737 Million
  • Q2 2024

A detailed history of Institute For Wealth Management, Llc. transactions in Spdr Gold Trust stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 1,854 shares of GLD stock, worth $455,453. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,854
Previous 1,827 1.48%
Holding current value
$455,453
Previous $375,000 6.13%
% of portfolio
0.05%
Previous 0.05%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$207.82 - $224.56 $5,611 - $6,063
27 Added 1.48%
1,854 $398,000
Q1 2024

Apr 30, 2024
SELL
$184.42 - $205.72 $6,085 - $6,788
-33 Reduced 1.77%
1,827 $375,000
Q4 2023

Jan 31, 2024
BUY
$168.83 - $192.59 $168 - $192
1 Added 0.05%
1,860 $355,000
Q3 2023

Oct 13, 2023
BUY
$171.45 - $183.67 $514 - $551
3 Added 0.16%
1,859 $318,000
Q2 2023

Jul 25, 2023
BUY
$177.09 - $190.44 $18,594 - $19,996
105 Added 6.0%
1,856 $330,000
Q1 2023

Apr 20, 2023
SELL
$168.35 - $185.74 $44,444 - $49,035
-264 Reduced 13.1%
1,751 $320,000
Q4 2022

Feb 02, 2023
SELL
$151.45 - $169.67 $40,285 - $45,132
-266 Reduced 11.66%
2,015 $341,000
Q3 2022

Oct 18, 2022
BUY
$151.23 - $168.32 $3,780 - $4,208
25 Added 1.11%
2,281 $353,000
Q2 2022

Jul 25, 2022
BUY
$168.46 - $184.65 $50,538 - $55,395
300 Added 15.34%
2,256 $380,000
Q1 2022

Apr 29, 2022
BUY
$166.99 - $191.51 $35,401 - $40,600
212 Added 12.16%
1,956 $353,000
Q4 2021

Jan 21, 2022
SELL
$163.92 - $174.5 $36,390 - $38,739
-222 Reduced 11.29%
1,744 $298,000
Q3 2021

Nov 15, 2021
SELL
$161.32 - $171.17 $21,778 - $23,107
-135 Reduced 6.43%
1,966 $323,000
Q2 2021

Jul 21, 2021
BUY
$161.92 - $178.77 $26,716 - $29,497
165 Added 8.52%
2,101 $348,000
Q1 2021

May 04, 2021
SELL
$157.49 - $182.87 $21,891 - $25,418
-139 Reduced 6.7%
1,936 $310,000
Q4 2020

Feb 01, 2021
SELL
$166.67 - $183.19 $110,002 - $120,905
-660 Reduced 24.13%
2,075 $370,000
Q3 2020

Nov 03, 2020
BUY
$166.62 - $193.89 $60,649 - $70,575
364 Added 15.35%
2,735 $484,000
Q2 2020

Jul 30, 2020
BUY
$149.45 - $167.37 $60,826 - $68,119
407 Added 20.72%
2,371 $397,000
Q1 2020

Apr 29, 2020
BUY
$138.04 - $157.81 $4,831 - $5,523
35 Added 1.81%
1,964 $291,000
Q4 2019

Feb 27, 2020
BUY
$137.01 - $142.9 $226,477 - $236,213
1,653 Added 598.91%
1,929 $276,000
Q4 2019

Jan 27, 2020
SELL
$137.01 - $142.9 $197,705 - $206,204
-1,443 Reduced 83.94%
276 $276,000
Q3 2019

Oct 28, 2019
BUY
$130.62 - $146.66 $224,535 - $252,108
1,719 New
1,719 $239,000
Q1 2018

May 15, 2018
SELL
$124.31 - $128.83 $220,277 - $228,286
-1,772 Closed
0 $0
Q4 2017

Feb 12, 2018
BUY
$118.01 - $123.82 $209,113 - $219,409
1,772
1,772 $220,000

Others Institutions Holding GLD

# of Institutions
2,363
Shares Held
121M
Call Options Held
63.2M
Put Options Held
45.1M
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 $84.8B
More about GLD
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