Upper Left Wealth Management, LLC Spdr Gold Trust Transaction History

Upper Left Wealth Management, LLC

$142 Million
Q2 2025

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 4,772 shares of GLD stock, worth $1.47 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares

4,772

Previous 5,548 13.99%

Holding current value

$1.47 Million

Previous $1.6 Million 9.01%

% of portfolio

1.02%

Previous 1.2%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 07, 2025	SELL	$273.71 - $316.29 $212,398 - $245,441	-776 Reduced 13.99%	4,772 $1.45 Million
Q1 2025 Apr 14, 2025	SELL	$243.19 - $288.14 $70,768 - $83,848	-291 Reduced 4.98%	5,548 $1.6 Million
Q4 2024 Jan 23, 2025	SELL	$236.59 - $257.5 $31,229 - $33,990	-132 Reduced 2.21%	5,839 $1.41 Million
Q3 2024 Nov 13, 2024	SELL	$215.56 - $246.98 $11,855 - $13,583	-55 Reduced 0.91%	5,971 $1.45 Million
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

2,986

Shares Held

135M

Call Options Held

107M

Put Options Held

78.6M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $106B

More about GLD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Upper Left Wealth Management, LLC with notifications on news.

Account

Upper Left Wealth Management, LLC Spdr Gold Trust Transaction History