Wealth Plan Investment Management, LLC Spdr Gold Trust Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q4 2024

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 903 shares of GLD stock, worth $242,934. This represents 0.02% of its overall portfolio holdings.

Number of Shares
903
Previous 1,138 20.65%
Holding current value
$242,934
Previous $276,000 21.01%
% of portfolio
0.02%
Previous 0.03%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,695
Shares Held
131M
Call Options Held
111M
Put Options Held
70.8M
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 $92.8B
More about GLD
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