Wealthspan Partners, LLC Spdr Gold Trust Transaction History

Wealthspan Partners, LLC

  • $198 Million
  • Q3 2024

A detailed history of Wealthspan Partners, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Wealthspan Partners, LLC holds 2,715 shares of GLD stock, worth $645,165. This represents 0.33% of its overall portfolio holdings.

Number of Shares
2,715
Previous 2,705 0.37%
Holding current value
$645,165
Previous $581,000 13.6%
% of portfolio
0.33%
Previous 0.33%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$215.56 - $246.98 $2,155 - $2,469
10 Added 0.37%
2,715 $660,000
Q2 2024

Jul 19, 2024
SELL
$207.82 - $224.56 $9,144 - $9,880
-44 Reduced 1.6%
2,705 $581,000
Q1 2024

Apr 29, 2024
BUY
$184.42 - $205.72 $71,370 - $79,613
387 Added 16.38%
2,749 $565,000
Q4 2023

Jan 29, 2024
SELL
$168.83 - $192.59 $11,311 - $12,903
-67 Reduced 2.76%
2,362 $451,000
Q3 2023

Nov 01, 2023
SELL
$171.45 - $183.67 $18,688 - $20,020
-109 Reduced 4.29%
2,429 $416,000
Q2 2023

Aug 08, 2023
BUY
$177.09 - $190.44 $11,865 - $12,759
67 Added 2.71%
2,538 $452,000
Q1 2023

Apr 21, 2023
SELL
$168.35 - $185.74 $1,515 - $1,671
-9 Reduced 0.36%
2,471 $452,000
Q4 2022

Feb 13, 2023
BUY
$151.45 - $169.67 $25,746 - $28,843
170 Added 7.36%
2,480 $420,000
Q2 2022

Aug 11, 2022
SELL
$168.46 - $184.65 $673 - $738
-4 Reduced 0.17%
2,310 $389,000
Q1 2022

May 12, 2022
BUY
$166.99 - $191.51 $2,337 - $2,681
14 Added 0.61%
2,314 $418,000
Q4 2021

Feb 15, 2022
BUY
$163.92 - $174.5 $377,016 - $401,350
2,300 New
2,300 $393,000

Others Institutions Holding GLD

# of Institutions
2,456
Shares Held
124M
Call Options Held
66.6M
Put Options Held
48.6M
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 $82B
More about GLD
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