Wealth Management Partners, LLC Spdr Gold Trust Transaction History

Wealth Management Partners, LLC

$194 Million
Q1 2024

A detailed history of Wealth Management Partners, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Wealth Management Partners, LLC holds 1,720 shares of GLD stock, worth $379,999. This represents 0.18% of its overall portfolio holdings.

Number of Shares

1,720

Previous 1,669 3.06%

Holding current value

$379,999

Previous $319,000 10.66%

% of portfolio

0.18%

Previous 0.18%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 12, 2024	BUY	$184.42 - $205.72 $9,405 - $10,491	51 Added 3.06%	1,720 $353,000
Q4 2023 Jan 10, 2024	BUY	$168.83 - $192.59 $168 - $192	1 Added 0.06%	1,669 $319,000
Q3 2023 Oct 24, 2023	BUY	$171.45 - $183.67 $7,715 - $8,265	45 Added 2.77%	1,668 $285,000
Q2 2023 Jul 24, 2023	BUY	$177.09 - $190.44 $4,781 - $5,141	27 Added 1.69%	1,623 $289,000
Q1 2023 Apr 14, 2023	SELL	$168.35 - $185.74 $68,013 - $75,038	-404 Reduced 20.2%	1,596 $292,000

Q4 2021 Jan 19, 2022	BUY	$163.92 - $174.5 $81,140 - $86,377	495 Added 32.89%	2,000 $266,000
Q2 2021 Jul 14, 2021	BUY	$161.92 - $178.77 $4,209 - $4,648	26 Added 1.76%	1,505 $249,000
Q1 2021 Apr 15, 2021	BUY	$157.49 - $182.87 $4,567 - $5,303	29 Added 2.0%	1,479 $241,000
Q4 2020 Feb 04, 2021	BUY	$166.67 - $183.19 $241,671 - $265,625	1,450 New	1,450 $252,000

Others Institutions Holding GLD

# of Institutions

2,306

Shares Held

122M

Call Options Held

62.9M

Put Options Held

42.1M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $76.2B

More about GLD

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Wealth Management Partners, LLC Spdr Gold Trust Transaction History