Xcel Wealth Management, LLC Spdr Gold Trust Transaction History

Xcel Wealth Management, LLC

$338 Million
Q3 2024

A detailed history of Xcel Wealth Management, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Xcel Wealth Management, LLC holds 2,820 shares of GLD stock, worth $670,116. This represents 0.2% of its overall portfolio holdings.

Number of Shares

2,820

Previous 2,820 -0.0%

Holding current value

$670,116

Previous $606,000 13.04%

% of portfolio

0.2%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 23, 2024	SELL	$207.82 - $224.56 $27,016 - $29,192	-130 Reduced 4.41%	2,820 $606,000
Q4 2023 Jan 29, 2024	BUY	$168.83 - $192.59 $38,830 - $44,295	230 Added 8.46%	2,950 $563,000
Q3 2023 Oct 17, 2023	SELL	$171.45 - $183.67 $17,145 - $18,367	-100 Reduced 3.55%	2,720 $466,000
Q3 2022 Oct 20, 2022	BUY	$151.23 - $168.32 $7,561 - $8,416	50 Added 1.81%	2,820 $436,000
Q4 2021 Feb 03, 2022	SELL	$163.92 - $174.5 $3,278 - $3,490	-20 Reduced 0.72%	2,770 $474,000
Q2 2021 Jul 15, 2021	BUY	$161.92 - $178.77 $3,238 - $3,575	20 Added 0.72%	2,790 $462,000
Q1 2021 Apr 15, 2021	BUY	$157.49 - $182.87 $7,874 - $9,143	50 Added 1.84%	2,770 $443,000
Q3 2020 Oct 27, 2020	BUY	$166.62 - $193.89 $453,206 - $527,380	2,720 New	2,720 $481,000

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

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $82B

More about GLD

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Xcel Wealth Management, LLC Spdr Gold Trust Transaction History