Wealth Plan Investment Management, LLC Spdr Gold Trust Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 888 shares of GLD stock, worth $275,058. This represents 0.03% of its overall portfolio holdings.

Number of Shares
888
Previous 903 1.66%
Holding current value
$275,058
Previous $218,000 16.97%
% of portfolio
0.03%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$243.19 - $288.14 $3,647 - $4,322
-15 Reduced 1.66%
888 $255,000
Q4 2024

Jan 30, 2025
SELL
$236.59 - $257.5 $55,598 - $60,512
-235 Reduced 20.65%
903 $218,000
Q3 2024

Nov 05, 2024
BUY
$215.56 - $246.98 $245,307 - $281,063
1,138 New
1,138 $276,000
Q3 2023

Nov 09, 2023
BUY
$171.45 - $183.67 $659,053 - $706,027
3,844 Added 942.16%
4,252 $729,000
Q2 2023

Aug 14, 2023
SELL
$177.09 - $190.44 $69,419 - $74,652
-392 Reduced 49.0%
408 $72,000
Q2 2023

Jul 25, 2023
BUY
$177.09 - $190.44 $51,710 - $55,608
292 Added 57.48%
800 $142,000
Q1 2023

May 08, 2023
SELL
$168.35 - $185.74 $1.73 Million - $1.91 Million
-10,304 Reduced 95.3%
508 $93,000
Q4 2022

Feb 15, 2023
BUY
$151.45 - $169.67 $268,520 - $300,824
1,773 Added 19.62%
10,812 $1.83 Million
Q3 2022

Dec 12, 2022
BUY
$151.23 - $168.32 $971,955 - $1.08 Million
6,427 Added 246.06%
9,039 $1.5 Million
Q1 2022

Sep 07, 2022
BUY
$166.99 - $191.51 $436,177 - $500,224
2,612 New
2,612 $462,000

Others Institutions Holding GLD

# of Institutions
2,940
Shares Held
135M
Call Options Held
107M
Put Options Held
78.6M
View Full List

About SPDR GOLD TRUST

GLD Quotes by TradingView
  • Ticker GLD
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 345,100,000
  • Market Cap $107B
More about GLD
Track This Portfolio

Track Wealth Plan Investment Management, LLC Portfolio

Follow Wealth Plan Investment 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 Wealth Plan Investment Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Plan Investment Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email