Legacy Wealth Planning, LLC Spdr Gold Trust Transaction History

Legacy Wealth Planning, LLC

$60.4 Million
Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 5,237 shares of GLD stock, worth $1.29 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

5,237

Previous 5,731 8.62%

Holding current value

$1.29 Million

Previous $965,000 16.06%

% of portfolio

1.34%

Previous 1.38%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Nov 10, 2022	SELL	$151.23 - $168.32 $74,707 - $83,150	-494 Reduced 8.62%	5,237 $810,000
Q2 2022 Jul 26, 2022	BUY	$168.46 - $184.65 $29,480 - $32,313	175 Added 3.15%	5,731 $965,000
Q4 2021 Feb 14, 2022	BUY	$163.92 - $174.5 $368,656 - $392,450	2,249 Added 68.01%	5,556 $950,000
Q3 2021 Nov 12, 2021	BUY	$161.32 - $171.17 $62,269 - $66,071	386 Added 13.21%	3,307 $543,000
Q1 2021 May 06, 2021	BUY	$157.49 - $182.87 $188,988 - $219,444	1,200 Added 69.73%	2,921 $467,000
Q4 2020 Feb 12, 2021	BUY	$166.67 - $183.19 $70,001 - $76,939	420 Added 32.28%	1,721 $307,000
Q2 2020 Aug 17, 2020	BUY	$149.45 - $167.37 $194,434 - $217,748	1,301 New	1,301 $218,000

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

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $84.8B

More about GLD

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Legacy Wealth Planning, LLC Spdr Gold Trust Transaction History