Upper Left Wealth Management, LLC Spdr Gold Trust Transaction History

Upper Left Wealth Management, LLC

$109 Million
Q2 2024

A detailed history of Upper Left Wealth Management, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 6,026 shares of GLD stock, worth $1.45 Million. This represents 1.19% of its overall portfolio holdings.

Number of Shares

6,026

Previous 5,179 16.35%

Holding current value

$1.45 Million

Previous $1.07 Million 21.6%

% of portfolio

1.19%

Previous 1.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	BUY	$207.82 - $224.56 $176,023 - $190,202	847 Added 16.35%	6,026 $1.3 Million
Q1 2024 Apr 23, 2024	SELL	$184.42 - $205.72 $21,208 - $23,657	-115 Reduced 2.17%	5,179 $1.07 Million
Q4 2023 Jan 23, 2024	SELL	$168.83 - $192.59 $75,804 - $86,472	-449 Reduced 7.82%	5,294 $1.01 Million
Q3 2023 Oct 25, 2023	SELL	$171.45 - $183.67 $51,949 - $55,652	-303 Reduced 5.01%	5,743 $984,000
Q2 2023 Jul 25, 2023	SELL	$177.09 - $190.44 $50,116 - $53,894	-283 Reduced 4.47%	6,046 $1.08 Million
Q1 2023 Apr 25, 2023	SELL	$168.35 - $185.74 $161,952 - $178,681	-962 Reduced 13.19%	6,329 $1.16 Million
Q4 2022 Jan 17, 2023	SELL	$151.45 - $169.67 $138,273 - $154,908	-913 Reduced 11.13%	7,291 $0
Q3 2022 Nov 01, 2022	SELL	$151.23 - $168.32 $356,146 - $396,393	-2,355 Reduced 22.3%	8,204 $1.29 Million
Q2 2022 Jul 08, 2022	SELL	$168.46 - $184.65 $36,050 - $39,515	-214 Reduced 1.99%	10,559 $1.78 Million
Q1 2022 Apr 18, 2022	SELL	$166.99 - $191.51 $97,689 - $112,033	-585 Reduced 5.15%	10,773 $1.93 Million
Q4 2021 Feb 15, 2022	BUY	$163.92 - $174.5 $1.86 Million - $1.98 Million	11,358 New	11,358 $1.94 Million

Others Institutions Holding GLD

# of Institutions

2,448

Shares Held

125M

Call Options Held

66.7M

Put Options Held

48.5M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $82.8B

More about GLD

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Upper Left Wealth Management, LLC Spdr Gold Trust Transaction History