Litman Gregory Wealth Management LLC Spdr Gold Trust Transaction History

Litman Gregory Wealth Management LLC

$1.15 Billion
Q4 2024

A detailed history of Litman Gregory Wealth Management LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 2,059 shares of GLD stock, worth $526,383. This represents 0.04% of its overall portfolio holdings.

Number of Shares

2,059

Previous 2,063 0.19%

Holding current value

$526,383

Previous $501,000 0.6%

% of portfolio

0.04%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$236.59 - $257.5 $946 - $1,030	-4 Reduced 0.19%	2,059 $498,000
Q2 2023 Aug 09, 2023	BUY	$177.09 - $190.44 $162,037 - $174,252	915 Added 79.7%	2,063 $367,000
Q1 2023 Apr 26, 2023	SELL	$168.35 - $185.74 $149,831 - $165,308	-890 Reduced 43.67%	1,148 $210,000
Q4 2022 Jan 17, 2023	SELL	$151.45 - $169.67 $3,331 - $3,732	-22 Reduced 1.07%	2,038 $0
Q2 2022 Jul 21, 2022	BUY	$168.46 - $184.65 $347,027 - $380,379	2,060 New	2,060 $347,000
Q2 2021 Jul 27, 2021	SELL	$161.92 - $178.77 $8,905 - $9,832	-55 Closed	0 $0
Q3 2020 Nov 03, 2020	BUY	$166.62 - $193.89 $9,164 - $10,663	55 New	55 $10,000

Others Institutions Holding GLD

# of Institutions

2,535

Shares Held

125M

Call Options Held

89.3M

Put Options Held

65.8M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $88.2B

More about GLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Litman Gregory Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Litman Gregory Wealth Management LLC with notifications on news.

Account

Litman Gregory Wealth Management LLC Spdr Gold Trust Transaction History