A detailed history of Sugarloaf Wealth Management, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 161 shares of GLD stock, worth $38,158. This represents 0.01% of its overall portfolio holdings.

Number of Shares
161
Previous 90 78.89%
Holding current value
$38,158
Previous $19,000 105.26%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Oct 08, 2024

BUY
$215.56 - $246.98 $15,304 - $17,535
71 Added 78.89%
161 $39,000
Q4 2023

Jan 10, 2024

SELL
$168.83 - $192.59 $25,324 - $28,888
-150 Reduced 62.5%
90 $17,000
Q2 2023

Jul 13, 2023

SELL
$177.09 - $190.44 $23,907 - $25,709
-135 Reduced 36.0%
240 $42,000
Q4 2022

Feb 03, 2023

SELL
$151.45 - $169.67 $12,116 - $13,573
-80 Reduced 17.58%
375 $63,000
Q3 2022

Oct 11, 2022

SELL
$151.23 - $168.32 $3,024 - $3,366
-20 Reduced 4.21%
455 $71,000
Q1 2022

Apr 25, 2022

BUY
$166.99 - $191.51 $16,699 - $19,151
100 Added 26.67%
475 $86,000
Q3 2021

Oct 20, 2021

SELL
$161.32 - $171.17 $5,323 - $5,648
-33 Reduced 8.09%
375 $62,000
Q2 2021

Jul 20, 2021

SELL
$161.92 - $178.77 $2,428 - $2,681
-15 Reduced 3.55%
408 $68,000
Q3 2020

Nov 03, 2020

BUY
$166.62 - $193.89 $70,480 - $82,015
423 New
423 $75,000
Q1 2020

Apr 15, 2020

SELL
$138.04 - $157.81 $106,704 - $121,987
-773 Closed
0 $0
Q4 2019

Jan 29, 2020

BUY
$137.01 - $142.9 $105,908 - $110,461
773 New
773 $110,000

Others Institutions Holding GLD

About SPDR GOLD TRUST


  • Ticker GLD
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 345,100,000
  • Market Cap $81.8B
More about GLD
Track This Portfolio

Track Sugarloaf Wealth Management, LLC Portfolio

Follow Sugarloaf Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.