Transform Wealth, LLC Spdr Gold Trust Transaction History

Transform Wealth, LLC

$1.31 Billion
Q2 2024

A detailed history of Transform Wealth, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Transform Wealth, LLC holds 22,551 shares of GLD stock, worth $5.2 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

22,551

Previous 22,281 1.21%

Holding current value

$5.2 Million

Previous $4.58 Million 5.78%

% of portfolio

0.37%

Previous 0.45%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	BUY	$207.82 - $224.56 $56,111 - $60,631	270 Added 1.21%	22,551 $4.85 Million
Q1 2024 Apr 15, 2024	SELL	$184.42 - $205.72 $220,013 - $245,423	-1,193 Reduced 5.08%	22,281 $4.58 Million
Q4 2023 Jan 18, 2024	BUY	$168.83 - $192.59 $13,844 - $15,792	82 Added 0.35%	23,474 $4.49 Million
Q3 2023 Oct 10, 2023	SELL	$171.45 - $183.67 $3.91 Million - $4.19 Million	-22,810 Reduced 49.37%	23,392 $4.01 Million
Q2 2023 Jul 13, 2023	SELL	$177.09 - $190.44 $53,127 - $57,132	-300 Reduced 0.65%	46,202 $8.24 Million
Q1 2023 Apr 14, 2023	BUY	$168.35 - $185.74 $3.95 Million - $4.36 Million	23,471 Added 101.91%	46,502 $8.52 Million
Q4 2022 Jan 12, 2023	BUY	$151.45 - $169.67 $3.49 Million - $3.91 Million	23,031 New	23,031 $0

Others Institutions Holding GLD

# of Institutions

2,363

Shares Held

121M

Call Options Held

63.2M

Put Options Held

45.1M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $79.6B

More about GLD

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Transform Wealth, LLC Spdr Gold Trust Transaction History