Plante Moran Financial Advisors, LLC Spdr Gold Trust Transaction History

Plante Moran Financial Advisors, LLC

$1.17 Billion
Q3 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 1,533 shares of GLD stock, worth $402,412. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,533

Previous 1,841 16.73%

Holding current value

$402,412

Previous $395,000 5.82%

% of portfolio

0.03%

Previous 0.04%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$215.56 - $246.98 $66,392 - $76,069	-308 Reduced 16.73%	1,533 $372,000
Q2 2024 Aug 12, 2024	SELL	$207.82 - $224.56 $181,011 - $195,591	-871 Reduced 32.12%	1,841 $395,000
Q1 2024 May 09, 2024	BUY	$184.42 - $205.72 $306,321 - $341,700	1,661 Added 158.04%	2,712 $557,000
Q4 2023 Feb 05, 2024	BUY	$168.83 - $192.59 $31,402 - $35,821	186 Added 21.5%	1,051 $200,000
Q3 2023 Nov 07, 2023	BUY	$171.45 - $183.67 $131,330 - $140,691	766 Added 773.74%	865 $148,000
Q2 2023 Aug 07, 2023	SELL	$177.09 - $190.44 $552,520 - $594,172	-3,120 Reduced 96.92%	99 $17,000
Q1 2023 May 08, 2023	SELL	$168.35 - $185.74 $69,865 - $77,082	-415 Reduced 11.42%	3,219 $589,000
Q4 2022 Feb 09, 2023	SELL	$151.45 - $169.67 $14,993 - $16,797	-99 Reduced 2.65%	3,634 $616,000
Q3 2022 Nov 02, 2022	BUY	$151.23 - $168.32 $14,215 - $15,822	94 Added 2.58%	3,733 $577,000
Q2 2022 Aug 02, 2022	SELL	$168.46 - $184.65 $324,453 - $355,635	-1,926 Reduced 34.61%	3,639 $613,000
Q1 2022 May 06, 2022	SELL	$166.99 - $191.51 $632,391 - $725,248	-3,787 Reduced 40.49%	5,565 $1.01 Million
Q4 2021 Feb 09, 2022	SELL	$163.92 - $174.5 $49,175 - $52,350	-300 Reduced 3.11%	9,352 $1.6 Million
Q3 2021 Nov 08, 2021	SELL	$161.32 - $171.17 $847,736 - $899,498	-5,255 Reduced 35.25%	9,652 $1.59 Million
Q2 2021 Aug 10, 2021	BUY	$161.92 - $178.77 $50,357 - $55,597	311 Added 2.13%	14,907 $2.47 Million
Q1 2021 May 13, 2021	BUY	$157.49 - $182.87 $5,354 - $6,217	34 Added 0.23%	14,596 $2.34 Million
Q4 2020 Feb 09, 2021	SELL	$166.67 - $183.19 $62,001 - $68,146	-372 Reduced 2.49%	14,562 $2.6 Million
Q3 2020 Nov 12, 2020	BUY	$166.62 - $193.89 $109,136 - $126,997	655 Added 4.59%	14,934 $2.65 Million
Q2 2020 Aug 10, 2020	BUY	$149.45 - $167.37 $11,657 - $13,054	78 Added 0.55%	14,279 $2.39 Million
Q1 2020 May 07, 2020	BUY	$138.04 - $157.81 $282,015 - $322,405	2,043 Added 16.8%	14,201 $2.1 Million
Q4 2019 Feb 14, 2020	BUY	$137.01 - $142.9 $499,812 - $521,299	3,648 Added 42.87%	12,158 $1.74 Million
Q3 2019 Nov 13, 2019	SELL	$130.62 - $146.66 $8,620 - $9,679	-66 Reduced 0.77%	8,510 $1.18 Million
Q2 2019 Aug 13, 2019	BUY	$119.94 - $134.2 $7,916 - $8,857	66 Added 0.78%	8,576 $1.14 Million
Q1 2019 May 13, 2019	BUY	$121.02 - $126.7 $38,242 - $40,037	316 Added 3.86%	8,510 $1.04 Million
Q4 2018 Jan 29, 2019	SELL	$112.54 - $121.25 $30,498 - $32,858	-271 Reduced 3.2%	8,194 $994,000
Q3 2018 Nov 09, 2018	SELL	$111.1 - $119.15 $55,550 - $59,575	-500 Reduced 5.58%	8,465 $955,000
Q2 2018 Jul 26, 2018	SELL	$118.22 - $128.11 $67,385 - $73,022	-570 Reduced 5.98%	8,965 $1.06 Million
Q1 2018 May 01, 2018	BUY	$124.31 - $128.83 $215,677 - $223,520	1,735 Added 22.24%	9,535 $1.2 Million
Q4 2017 Feb 01, 2018	SELL	$118.01 - $123.82 $35,757 - $37,517	-303 Reduced 3.74%	7,800 $964,000
Q3 2017 Nov 08, 2017	BUY	$119.51 - $128.13 $968,389 - $1.04 Million	8,103	8,103 $985,000

Others Institutions Holding GLD

# of Institutions

2,574

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 $90.6B

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Plante Moran Financial Advisors, LLC Spdr Gold Trust Transaction History