Robertson Stephens Wealth Management, LLC Spdr Gold Trust Transaction History

Robertson Stephens Wealth Management, LLC

  • $2.84 Billion
  • Q1 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 53,097 shares of GLD stock, worth $16.5 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
53,097
Previous 5,646 840.44%
Holding current value
$16.5 Million
Previous $1.37 Million 1019.17%
% of portfolio
0.54%
Previous 0.05%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$243.19 - $288.14 $11.5 Million - $13.7 Million
47,451 Added 840.44%
53,097 $15.3 Million
Q4 2024

Jan 27, 2025
SELL
$236.59 - $257.5 $125,865 - $136,990
-532 Reduced 8.61%
5,646 $1.37 Million
Q3 2024

Nov 12, 2024
BUY
$215.56 - $246.98 $221,811 - $254,142
1,029 Added 19.98%
6,178 $1.5 Million
Q2 2024

Aug 13, 2024
BUY
$207.82 - $224.56 $112,846 - $121,936
543 Added 11.79%
5,149 $1.11 Million
Q1 2024

May 15, 2024
BUY
$184.42 - $205.72 $43,523 - $48,549
236 Added 5.4%
4,606 $947,000
Q3 2023

Nov 13, 2023
BUY
$171.45 - $183.67 $42,691 - $45,733
249 Added 6.04%
4,370 $749,000
Q2 2023

Aug 11, 2023
SELL
$177.09 - $190.44 $79,336 - $85,317
-448 Reduced 9.81%
4,121 $734,000
Q1 2023

May 11, 2023
SELL
$168.35 - $185.74 $178,114 - $196,512
-1,058 Reduced 18.8%
4,569 $837,000
Q4 2022

Feb 14, 2023
SELL
$151.45 - $169.67 $45,435 - $50,900
-300 Reduced 5.06%
5,627 $954,000
Q2 2022

Aug 12, 2022
SELL
$168.46 - $184.65 $707,532 - $775,530
-4,200 Reduced 41.47%
5,927 $998,000
Q1 2022

May 16, 2022
BUY
$166.99 - $191.51 $417,641 - $478,966
2,501 Added 32.8%
10,127 $1.83 Million
Q4 2021

Feb 14, 2022
BUY
$163.92 - $174.5 $564,048 - $600,454
3,441 Added 82.22%
7,626 $1.3 Million
Q3 2021

Nov 10, 2021
SELL
$161.32 - $171.17 $181,485 - $192,566
-1,125 Reduced 21.19%
4,185 $687,000
Q2 2021

Aug 17, 2021
BUY
$161.92 - $178.77 $80,960 - $89,385
500 Added 10.4%
5,310 $879,000
Q1 2021

May 07, 2021
BUY
$157.49 - $182.87 $411,048 - $477,290
2,610 Added 118.64%
4,810 $769,000
Q4 2020

Feb 10, 2021
SELL
$166.67 - $183.19 $41,667 - $45,797
-250 Reduced 10.2%
2,200 $392,000
Q3 2020

Nov 10, 2020
BUY
$166.62 - $193.89 $16,662 - $19,389
100 Added 4.26%
2,450 $433,000
Q2 2020

Aug 12, 2020
BUY
$149.45 - $167.37 $351,207 - $393,319
2,350 New
2,350 $393,000

Others Institutions Holding GLD

# of Institutions
2,770
Shares Held
129M
Call Options Held
111M
Put Options Held
70.8M
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 $107B
More about GLD
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