Phillips Financial Management, LLC Spdr Gold Trust Transaction History

Phillips Financial Management, LLC

  • $1.25 Billion
  • Q3 2024

A detailed history of Phillips Financial Management, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Phillips Financial Management, LLC holds 6,056 shares of GLD stock, worth $1.44 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,056
Previous 6,100 0.72%
Holding current value
$1.44 Million
Previous $1.31 Million 12.28%
% of portfolio
0.12%
Previous 0.11%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$215.56 - $246.98 $9,484 - $10,867
-44 Reduced 0.72%
6,056 $1.47 Million
Q2 2024

Aug 08, 2024
BUY
$207.82 - $224.56 $7,481 - $8,084
36 Added 0.59%
6,100 $1.31 Million
Q4 2023

Jan 25, 2024
SELL
$168.83 - $192.59 $84,415 - $96,295
-500 Reduced 7.62%
6,064 $1.16 Million
Q3 2023

Nov 09, 2023
SELL
$171.45 - $183.67 $22,974 - $24,611
-134 Reduced 2.0%
6,564 $1.13 Million
Q2 2023

Aug 11, 2023
SELL
$177.09 - $190.44 $4,073 - $4,380
-23 Reduced 0.34%
6,698 $1.19 Million
Q1 2023

May 08, 2023
BUY
$168.35 - $185.74 $3,872 - $4,272
23 Added 0.34%
6,721 $1.23 Million
Q3 2022

Nov 08, 2022
BUY
$151.23 - $168.32 $1.01 Million - $1.13 Million
6,698 New
6,698 $1.04 Million
Q2 2022

Jul 22, 2022
SELL
$168.46 - $184.65 $1.13 Million - $1.24 Million
-6,698 Closed
0 $0
Q1 2022

May 06, 2022
BUY
$166.99 - $191.51 $1.12 Million - $1.28 Million
6,698 New
6,698 $1.21 Million

Others Institutions Holding GLD

# of Institutions
2,456
Shares Held
124M
Call Options Held
66.6M
Put Options Held
48.6M
View Full List

About SPDR GOLD TRUST

GLD Quotes by TradingView
  • Ticker GLD
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 345,100,000
  • Market Cap $81.8B
More about GLD
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