Measured Wealth Private Client Group, LLC Spdr Gold Trust Transaction History

Measured Wealth Private Client Group, LLC

$307 Million
Q4 2024

A detailed history of Measured Wealth Private Client Group, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Measured Wealth Private Client Group, LLC holds 64,674 shares of GLD stock, worth $16.7 Million. This represents 5.11% of its overall portfolio holdings.

Number of Shares

64,674

Previous 61,318 5.47%

Holding current value

$16.7 Million

Previous $14.9 Million 5.05%

% of portfolio

5.11%

Previous 5.03%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$236.59 - $257.5 $793,996 - $864,170	3,356 Added 5.47%	64,674 $15.7 Million
Q3 2024 Oct 25, 2024	BUY	$215.56 - $246.98 $2.72 Million - $3.12 Million	12,622 Added 25.92%	61,318 $14.9 Million
Q2 2024 Aug 12, 2024	BUY	$207.82 - $224.56 $728,616 - $787,307	3,506 Added 7.76%	48,696 $10.5 Million
Q1 2024 Apr 18, 2024	BUY	$184.42 - $205.72 $484,840 - $540,837	2,629 Added 6.18%	45,190 $9.3 Million
Q4 2023 Feb 06, 2024	BUY	$168.83 - $192.59 $209,011 - $238,426	1,238 Added 3.0%	42,561 $8.14 Million
Q3 2023 Oct 18, 2023	BUY	$171.45 - $183.67 $88,639 - $94,957	517 Added 1.27%	41,323 $7.08 Million
Q2 2023 Jul 20, 2023	BUY	$177.09 - $190.44 $825,416 - $887,640	4,661 Added 12.9%	40,806 $7.27 Million
Q1 2023 May 01, 2023	BUY	$168.35 - $185.74 $234,174 - $258,364	1,391 Added 4.0%	36,145 $6.62 Million
Q4 2022 Jan 23, 2023	SELL	$151.45 - $169.67 $585,051 - $655,435	-3,863 Reduced 10.0%	34,754 $0
Q3 2022 Oct 27, 2022	SELL	$151.23 - $168.32 $2.16 Million - $2.4 Million	-14,274 Reduced 26.99%	38,617 $5.97 Million
Q2 2022 Jul 25, 2022	BUY	$168.46 - $184.65 $132,578 - $145,319	787 Added 1.51%	52,891 $8.91 Million
Q1 2022 May 03, 2022	BUY	$166.99 - $191.51 $2.42 Million - $2.78 Million	14,516 Added 38.62%	52,104 $9.41 Million
Q4 2021 Jan 28, 2022	BUY	$163.92 - $174.5 $490,940 - $522,627	2,995 Added 8.66%	37,588 $6.43 Million
Q3 2021 Nov 01, 2021	BUY	$161.32 - $171.17 $5.58 Million - $5.92 Million	34,593 New	34,593 $5.68 Million
Q4 2018 Feb 07, 2019	SELL	$112.54 - $121.25 $33,762 - $36,375	-300 Closed	0 $0
Q3 2018 Nov 14, 2018	BUY	$111.1 - $119.15 $33,330 - $35,745	300 New	300 $34,000

Others Institutions Holding GLD

# of Institutions

2,561

Shares Held

125M

Call Options Held

89.3M

Put Options Held

65.8M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $89.2B

More about GLD

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Measured Wealth Private Client Group, LLC Spdr Gold Trust Transaction History