Institute For Wealth Management, Llc. Spdr Gold Trust Transaction History

Institute For Wealth Management, Llc.

$929 Million
Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Spdr Gold Trust stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 3,717 shares of GLD stock, worth $1.4 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

3,717

Previous 3,631 2.37%

Holding current value

$1.4 Million

Previous $1.11 Million 19.44%

% of portfolio

0.14%

Previous 0.13%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$300.96 - $355.47 $25,882 - $30,570	86 Added 2.37%	3,717 $1.32 Million
Q2 2025 Jul 18, 2025	BUY	$273.71 - $316.29 $64,595 - $74,644	236 Added 6.95%	3,631 $1.11 Million
Q1 2025 Apr 21, 2025	BUY	$243.19 - $288.14 $360,893 - $427,599	1,484 Added 77.66%	3,395 $978,000
Q4 2024 Jan 23, 2025	BUY	$236.59 - $257.5 $13,249 - $14,420	56 Added 3.02%	1,911 $462,000
Q3 2024 Nov 12, 2024	BUY	$215.56 - $246.98 $215 - $246	1 Added 0.05%	1,855 $450,000

Q2 2024 Jul 25, 2024	BUY	$207.82 - $224.56 $5,611 - $6,063	27 Added 1.48%	1,854 $398,000
Q1 2024 Apr 30, 2024	SELL	$184.42 - $205.72 $6,085 - $6,788	-33 Reduced 1.77%	1,827 $375,000
Q4 2023 Jan 31, 2024	BUY	$168.83 - $192.59 $168 - $192	1 Added 0.05%	1,860 $355,000
Q3 2023 Oct 13, 2023	BUY	$171.45 - $183.67 $514 - $551	3 Added 0.16%	1,859 $318,000
Q2 2023 Jul 25, 2023	BUY	$177.09 - $190.44 $18,594 - $19,996	105 Added 6.0%	1,856 $330,000
Q1 2023 Apr 20, 2023	SELL	$168.35 - $185.74 $44,444 - $49,035	-264 Reduced 13.1%	1,751 $320,000
Q4 2022 Feb 02, 2023	SELL	$151.45 - $169.67 $40,285 - $45,132	-266 Reduced 11.66%	2,015 $341,000
Q3 2022 Oct 18, 2022	BUY	$151.23 - $168.32 $3,780 - $4,208	25 Added 1.11%	2,281 $353,000
Q2 2022 Jul 25, 2022	BUY	$168.46 - $184.65 $50,538 - $55,395	300 Added 15.34%	2,256 $380,000
Q1 2022 Apr 29, 2022	BUY	$166.99 - $191.51 $35,401 - $40,600	212 Added 12.16%	1,956 $353,000
Q4 2021 Jan 21, 2022	SELL	$163.92 - $174.5 $36,390 - $38,739	-222 Reduced 11.29%	1,744 $298,000
Q3 2021 Nov 15, 2021	SELL	$161.32 - $171.17 $21,778 - $23,107	-135 Reduced 6.43%	1,966 $323,000
Q2 2021 Jul 21, 2021	BUY	$161.92 - $178.77 $26,716 - $29,497	165 Added 8.52%	2,101 $348,000
Q1 2021 May 04, 2021	SELL	$157.49 - $182.87 $21,891 - $25,418	-139 Reduced 6.7%	1,936 $310,000
Q4 2020 Feb 01, 2021	SELL	$166.67 - $183.19 $110,002 - $120,905	-660 Reduced 24.13%	2,075 $370,000
Q3 2020 Nov 03, 2020	BUY	$166.62 - $193.89 $60,649 - $70,575	364 Added 15.35%	2,735 $484,000
Q2 2020 Jul 30, 2020	BUY	$149.45 - $167.37 $60,826 - $68,119	407 Added 20.72%	2,371 $397,000
Q1 2020 Apr 29, 2020	BUY	$138.04 - $157.81 $4,831 - $5,523	35 Added 1.81%	1,964 $291,000
Q4 2019 Feb 27, 2020	BUY	$137.01 - $142.9 $226,477 - $236,213	1,653 Added 598.91%	1,929 $276,000
Q4 2019 Jan 27, 2020	SELL	$137.01 - $142.9 $197,705 - $206,204	-1,443 Reduced 83.94%	276 $276,000
Q3 2019 Oct 28, 2019	BUY	$130.62 - $146.66 $224,535 - $252,108	1,719 New	1,719 $239,000
Q1 2018 May 15, 2018	SELL	$124.31 - $128.83 $220,277 - $228,286	-1,772 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	$118.01 - $123.82 $209,113 - $219,409	1,772	1,772 $220,000

Others Institutions Holding GLD

# of Institutions

3,263

Shares Held

140M

Call Options Held

152M

Put Options Held

77.8M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $130B

More about GLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Institute For Wealth Management, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Institute For Wealth Management, Llc. with notifications on news.

Account

Institute For Wealth Management, Llc. Spdr Gold Trust Transaction History