Jeppson Wealth Management, LLC Spdr Gold Trust Transaction History

Jeppson Wealth Management, LLC

$276 Million
Q4 2024

A detailed history of Jeppson Wealth Management, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Jeppson Wealth Management, LLC holds 7,479 shares of GLD stock, worth $2.04 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares

7,479

Previous 7,486 0.09%

Holding current value

$2.04 Million

Previous $1.82 Million 0.49%

% of portfolio

0.66%

Previous 0.65%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	$236.59 - $257.5 $1,656 - $1,802	-7 Reduced 0.09%	7,479 $1.81 Million
Q3 2024 Nov 04, 2024	BUY	$215.56 - $246.98 $82,128 - $94,099	381 Added 5.36%	7,486 $1.82 Million
Q2 2024 Aug 05, 2024	SELL	$207.82 - $224.56 $20,782 - $22,456	-100 Reduced 1.39%	7,105 $1.53 Million
Q1 2024 Apr 17, 2024	BUY	$184.42 - $205.72 $175,199 - $195,434	950 Added 15.19%	7,205 $1.48 Million
Q3 2023 Oct 25, 2023	BUY	$171.45 - $183.67 $85,725 - $91,835	500 Added 8.69%	6,255 $1.07 Million
Q2 2023 Jul 31, 2023	SELL	$177.09 - $190.44 $97,399 - $104,742	-550 Reduced 8.72%	5,755 $1.03 Million
Q1 2023 Apr 27, 2023	SELL	$168.35 - $185.74 $17,508 - $19,316	-104 Reduced 1.62%	6,305 $1.16 Million
Q4 2022 Jan 27, 2023	SELL	$151.45 - $169.67 $118,888 - $133,190	-785 Reduced 10.91%	6,409 $0
Q3 2022 Oct 20, 2022	SELL	$151.23 - $168.32 $116,295 - $129,438	-769 Reduced 9.66%	7,194 $1.11 Million
Q2 2022 Aug 03, 2022	BUY	$168.46 - $184.65 $920,296 - $1.01 Million	5,463 Added 218.52%	7,963 $1.34 Million
Q1 2021 May 19, 2021	BUY	$157.49 - $182.87 $3,937 - $4,571	25 Added 1.01%	2,500 $399,000
Q3 2020 Nov 19, 2020	BUY	$166.62 - $193.89 $412,384 - $479,877	2,475 New	2,475 $438,000

Others Institutions Holding GLD

# of Institutions

2,693

Shares Held

131M

Call Options Held

111M

Put Options Held

70.8M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $93.9B

More about GLD

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Jeppson Wealth Management, LLC Spdr Gold Trust Transaction History