Litman Gregory Wealth Management LLC Spdr Gold Trust Transaction History

Litman Gregory Wealth Management LLC

$1.15 Billion
Q4 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 2,059 shares of GLD stock, worth $547,776. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,059

Previous 2,063 0.19%

Holding current value

$547,776

Previous $501,000 0.6%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 23, 2025	SELL	$236.59 - $257.5 $946 - $1,030	-4 Reduced 0.19%	2,059 $498,000
Q2 2023 Aug 09, 2023	BUY	$177.09 - $190.44 $162,037 - $174,252	915 Added 79.7%	2,063 $367,000
Q1 2023 Apr 26, 2023	SELL	$168.35 - $185.74 $149,831 - $165,308	-890 Reduced 43.67%	1,148 $210,000
Q4 2022 Jan 17, 2023	SELL	$151.45 - $169.67 $3,331 - $3,732	-22 Reduced 1.07%	2,038 $0
Q2 2022 Jul 21, 2022	BUY	$168.46 - $184.65 $347,027 - $380,379	2,060 New	2,060 $347,000
Q2 2021 Jul 27, 2021	SELL	$161.92 - $178.77 $8,905 - $9,832	-55 Closed	0 $0
Q3 2020 Nov 03, 2020	BUY	$166.62 - $193.89 $9,164 - $10,663	55 New	55 $10,000

Others Institutions Holding GLD

# of Institutions

2,708

Shares Held

131M

Call Options Held

111M

Put Options Held

70.8M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $91.8B

More about GLD

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Litman Gregory Wealth Management LLC Spdr Gold Trust Transaction History