Jeppson Wealth Management, LLC Spdr Gold Trust Transaction History

Jeppson Wealth Management, LLC

  • $279 Million
  • Q3 2024

A detailed history of Jeppson Wealth Management, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 7,486 shares of GLD stock, worth $1.85 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares
7,486
Previous 7,105 5.36%
Holding current value
$1.85 Million
Previous $1.53 Million 19.12%
% of portfolio
0.65%
Previous 0.58%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$215.56 - $246.98 $82,128 - $94,099
381 Added 5.36%
7,486 $1.82 Million
Q2 2024

Aug 05, 2024
SELL
$207.82 - $224.56 $20,782 - $22,456
-100 Reduced 1.39%
7,105 $1.53 Million
Q1 2024

Apr 17, 2024
BUY
$184.42 - $205.72 $175,199 - $195,434
950 Added 15.19%
7,205 $1.48 Million
Q3 2023

Oct 25, 2023
BUY
$171.45 - $183.67 $85,725 - $91,835
500 Added 8.69%
6,255 $1.07 Million
Q2 2023

Jul 31, 2023
SELL
$177.09 - $190.44 $97,399 - $104,742
-550 Reduced 8.72%
5,755 $1.03 Million
Q1 2023

Apr 27, 2023
SELL
$168.35 - $185.74 $17,508 - $19,316
-104 Reduced 1.62%
6,305 $1.16 Million
Q4 2022

Jan 27, 2023
SELL
$151.45 - $169.67 $118,888 - $133,190
-785 Reduced 10.91%
6,409 $0
Q3 2022

Oct 20, 2022
SELL
$151.23 - $168.32 $116,295 - $129,438
-769 Reduced 9.66%
7,194 $1.11 Million
Q2 2022

Aug 03, 2022
BUY
$168.46 - $184.65 $920,296 - $1.01 Million
5,463 Added 218.52%
7,963 $1.34 Million
Q1 2021

May 19, 2021
BUY
$157.49 - $182.87 $3,937 - $4,571
25 Added 1.01%
2,500 $399,000
Q3 2020

Nov 19, 2020
BUY
$166.62 - $193.89 $412,384 - $479,877
2,475 New
2,475 $438,000

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 $85.1B
More about GLD
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