Modern Wealth Management, LLC Spdr Gold Trust Transaction History

Modern Wealth Management, LLC

$3.04 Billion
Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Modern Wealth Management, LLC holds 10,214 shares of GLD stock, worth $3.18 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

10,214

Previous 10,214 -0.0%

Holding current value

$3.18 Million

Previous $2.94 Billion 99.9%

% of portfolio

0.1%

Previous 0.1%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	$243.19 - $288.14 $222,032 - $263,071	913 Added 9.82%	10,214 $2.94 Billion
Q4 2024 May 30, 2025	SELL	$236.59 - $257.5 $332,172 - $361,530	-1,404 Reduced 13.75%	8,810 $2.13 Million
Q4 2024 May 29, 2025	SELL	$236.59 - $257.5 $498,968 - $543,067	-2,109 Reduced 20.65%	8,105 $1.96 Million
Q4 2024 Feb 11, 2025	BUY	$236.59 - $257.5 $622,468 - $677,482	2,631 Added 39.45%	9,301 $2.5 Billion
Q3 2024 May 30, 2025	SELL	$215.56 - $246.98 $776,231 - $889,374	-3,601 Reduced 35.26%	6,613 $1.61 Million
Q3 2024 May 29, 2025	SELL	$215.56 - $246.98 $928,201 - $1.06 Million	-4,306 Reduced 42.16%	5,908 $1.44 Million
Q3 2024 Nov 05, 2024	BUY	$215.56 - $246.98 $177,405 - $203,264	823 Added 14.08%	6,670 $1.62 Billion
Q2 2024 May 29, 2025	SELL	$207.82 - $224.56 $919,395 - $993,453	-4,424 Reduced 43.31%	5,790 $1.24 Million
Q2 2024 Aug 07, 2024	SELL	$207.82 - $224.56 $119,288 - $128,897	-574 Reduced 8.94%	5,847 $1.26 Billion
Q1 2024 May 28, 2025	SELL	$184.42 - $205.72 $875,072 - $976,141	-4,745 Reduced 46.46%	5,469 $1.13 Billion
Q1 2024 May 13, 2024	BUY	$184.42 - $205.72 $459,759 - $512,859	2,493 Added 63.47%	6,421 $1.4 Billion
Q4 2023 May 28, 2025	SELL	$168.83 - $192.59 $1.06 Million - $1.21 Million	-6,286 Reduced 61.54%	3,928 $751 Million
Q4 2023 Feb 14, 2024	BUY	$168.83 - $192.59 $663,164 - $756,493	3,928 New	3,928 $751 Million

Others Institutions Holding GLD

# of Institutions

2,943

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 $108B

More about GLD

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Modern Wealth Management, LLC Spdr Gold Trust Transaction History