Litman Gregory Wealth Management LLC Spdr Gold Trust Transaction History

Litman Gregory Wealth Management LLC

$1.16 Billion
Q1 2025

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 2,038 shares of GLD stock, worth $630,414. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,038

Previous 2,059 1.02%

Holding current value

$630,414

Previous $498,000 17.87%

% of portfolio

0.05%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$243.19 - $288.14 $5,106 - $6,050	-21 Reduced 1.02%	2,038 $587,000
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

2,942

Shares Held

135M

Call Options Held

107M

Put Options Held

78.6M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $107B

More about GLD

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Litman Gregory Wealth Management LLC Spdr Gold Trust Transaction History