National Wealth Management Group, LLC Spdr Gold Trust Transaction History

National Wealth Management Group, LLC

$150 Billion
Q4 2024

A detailed history of National Wealth Management Group, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, National Wealth Management Group, LLC holds 6,397 shares of GLD stock, worth $1.68 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

6,397

Previous 5,451 17.35%

Holding current value

$1.68 Million

Previous $1.32 Billion 16.91%

% of portfolio

1.03%

Previous 0.9%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$236.59 - $257.5 $223,814 - $243,595	946 Added 17.35%	6,397 $1.55 Billion
Q3 2024 Nov 13, 2024	BUY	$215.56 - $246.98 $701,432 - $803,672	3,254 Added 148.11%	5,451 $1.32 Billion
Q2 2024 Aug 09, 2024	BUY	$207.82 - $224.56 $15,378 - $16,617	74 Added 3.49%	2,197 $472 Million
Q1 2024 May 17, 2024	SELL	$184.42 - $205.72 $53,112 - $59,247	-288 Reduced 11.95%	2,123 $437 Million
Q4 2023 Feb 01, 2024	SELL	$168.83 - $192.59 $119,869 - $136,738	-710 Reduced 22.75%	2,411 $461 Million
Q3 2023 Nov 13, 2023	BUY	$171.45 - $183.67 $269,005 - $288,178	1,569 Added 101.1%	3,121 $535 Million
Q2 2023 Aug 09, 2023	BUY	$177.09 - $190.44 $274,843 - $295,562	1,552 New	1,552 $277 Million
Q4 2022 Nov 17, 2023	SELL	$151.45 - $169.67 $280,636 - $314,398	-1,853 Reduced 59.37%	1,268 $215 Million
Q2 2022 Nov 17, 2023	SELL	$168.46 - $184.65 $225,567 - $247,246	-1,339 Closed	0 $0
Q1 2022 Nov 17, 2023	SELL	$166.99 - $191.51 $297,576 - $341,270	-1,782 Reduced 57.1%	1,339 $242 Million

Others Institutions Holding GLD

# of Institutions

2,699

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 $90.9B

More about GLD

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National Wealth Management Group, LLC Spdr Gold Trust Transaction History