Bernardo Wealth Planning LLC Spdr Gold Trust Transaction History

Bernardo Wealth Planning LLC

  • $412 Million
  • Q3 2024

A detailed history of Bernardo Wealth Planning LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 1,027 shares of GLD stock, worth $249,632. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,027
Previous 1,027 -0.0%
Holding current value
$249,632
Previous $220,000 15.91%
% of portfolio
0.06%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024
SELL
$207.82 - $224.56 $24,314 - $26,273
-117 Reduced 10.23%
1,027 $220,000
Q4 2023

Jan 25, 2024
BUY
$168.83 - $192.59 $193,141 - $220,322
1,144 New
1,144 $218,000
Q2 2023

Jul 21, 2023
BUY
$177.09 - $190.44 $199,049 - $214,054
1,124 New
1,124 $200,000
Q1 2022

May 06, 2022
BUY
$166.99 - $191.51 $4,174 - $4,787
25 Added 1.75%
1,457 $263,000
Q4 2021

Jan 27, 2022
SELL
$163.92 - $174.5 $8,196 - $8,725
-50 Reduced 3.37%
1,432 $244,000
Q3 2021

Oct 15, 2021
BUY
$161.32 - $171.17 $8,066 - $8,558
50 Added 3.49%
1,482 $243,000
Q1 2021

Apr 23, 2021
SELL
$157.49 - $182.87 $147,095 - $170,800
-934 Reduced 39.48%
1,432 $229,000
Q4 2020

Feb 01, 2021
BUY
$166.67 - $183.19 $75,334 - $82,801
452 Added 23.62%
2,366 $421,000
Q3 2020

Oct 23, 2020
BUY
$166.62 - $193.89 $43,321 - $50,411
260 Added 15.72%
1,914 $339,000
Q2 2020

Aug 03, 2020
BUY
$149.45 - $167.37 $44,835 - $50,211
300 Added 22.16%
1,654 $276,000
Q1 2020

May 01, 2020
BUY
$138.04 - $157.81 $186,906 - $213,674
1,354 New
1,354 $200,000

Others Institutions Holding GLD

# of Institutions
2,494
Shares Held
127M
Call Options Held
89.2M
Put Options Held
64.9M
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 $83.9B
More about GLD
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