Mc Kinley Carter Wealth Services, Inc. Spdr Gold Trust Transaction History

Mc Kinley Carter Wealth Services, Inc.

$1.6 Billion
Q4 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Spdr Gold Trust stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 2,166 shares of GLD stock, worth $550,315. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,166

Previous 1,455 48.87%

Holding current value

$550,315

Previous $353,000 48.44%

% of portfolio

0.03%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$236.59 - $257.5 $168,215 - $183,082	711 Added 48.87%	2,166 $524,000
Q2 2024 Aug 09, 2024	SELL	$207.82 - $224.56 $3,325 - $3,592	-16 Reduced 1.09%	1,455 $312,000
Q1 2024 Apr 26, 2024	SELL	$184.42 - $205.72 $12,724 - $14,194	-69 Reduced 4.48%	1,471 $302,000
Q4 2023 Feb 07, 2024	BUY	$168.83 - $192.59 $10,973 - $12,518	65 Added 4.41%	1,540 $294,000
Q3 2023 Oct 13, 2023	BUY	$171.45 - $183.67 $6,686 - $7,163	39 Added 2.72%	1,475 $252,000
Q2 2023 Aug 02, 2023	BUY	$177.09 - $190.44 $4,427 - $4,761	25 Added 1.77%	1,436 $255,000
Q1 2023 Apr 24, 2023	SELL	$168.35 - $185.74 $1,683 - $1,857	-10 Reduced 0.7%	1,411 $258,000
Q4 2022 Feb 07, 2023	SELL	$151.45 - $169.67 $50,584 - $56,669	-334 Reduced 19.03%	1,421 $241,000
Q3 2022 Oct 24, 2022	BUY	$151.23 - $168.32 $3,327 - $3,703	22 Added 1.27%	1,755 $271,000
Q2 2022 Jul 15, 2022	SELL	$168.46 - $184.65 $130,388 - $142,919	-774 Reduced 30.87%	1,733 $292,000
Q1 2022 Apr 27, 2022	BUY	$166.99 - $191.51 $112,050 - $128,503	671 Added 36.55%	2,507 $453,000
Q4 2021 Feb 07, 2022	SELL	$163.92 - $174.5 $20,162 - $21,463	-123 Reduced 6.28%	1,836 $314,000
Q3 2021 Nov 03, 2021	SELL	$161.32 - $171.17 $2,903 - $3,081	-18 Reduced 0.91%	1,959 $322,000
Q2 2021 Aug 12, 2021	SELL	$161.92 - $178.77 $64,120 - $70,792	-396 Reduced 16.69%	1,977 $328,000
Q1 2021 Apr 30, 2021	BUY	$157.49 - $182.87 $18,111 - $21,030	115 Added 5.09%	2,373 $380,000
Q4 2020 Feb 16, 2021	BUY	$166.67 - $183.19 $376,340 - $413,643	2,258 New	2,258 $403,000

Others Institutions Holding GLD

# of Institutions

2,527

Shares Held

125M

Call Options Held

89.3M

Put Options Held

64.9M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $87.7B

More about GLD

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Mc Kinley Carter Wealth Services, Inc. Spdr Gold Trust Transaction History