Lodestone Wealth Management LLC Spdr Gold Trust Transaction History

Lodestone Wealth Management LLC

$199 Billion
Q4 2024

A detailed history of Lodestone Wealth Management LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 3,295 shares of GLD stock, worth $864,937. This represents 0.4% of its overall portfolio holdings.

Number of Shares

3,295

Previous 3,395 2.95%

Holding current value

$864,937

Previous $825 Million 3.32%

% of portfolio

0.4%

Previous 0.41%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$236.59 - $257.5 $23,659 - $25,750	-100 Reduced 2.95%	3,295 $798 Million
Q2 2024 Jul 16, 2024	SELL	$207.82 - $224.56 $9,975 - $10,778	-48 Reduced 1.39%	3,395 $730 Million
Q1 2024 Apr 30, 2024	SELL	$184.42 - $205.72 $6,823 - $7,611	-37 Reduced 1.06%	3,443 $708 Million
Q4 2023 Jan 24, 2024	SELL	$168.83 - $192.59 $1,012 - $1,155	-6 Reduced 0.17%	3,480 $665 Million
Q3 2023 Oct 20, 2023	BUY	$171.45 - $183.67 $342 - $367	2 Added 0.06%	3,486 $598 Million
Q2 2023 Jul 25, 2023	BUY	$177.09 - $190.44 $6,375 - $6,855	36 Added 1.04%	3,484 $621 Million
Q1 2023 May 15, 2023	BUY	$168.35 - $185.74 $20,370 - $22,474	121 Added 3.64%	3,448 $632 Million
Q4 2022 Feb 09, 2023	BUY	$151.45 - $169.67 $503,874 - $564,492	3,327 New	3,327 $597 Million

Others Institutions Holding GLD

# of Institutions

2,574

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 $90.6B

More about GLD

Track This Portfolio

Portfolio Update

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

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Account

Lodestone Wealth Management LLC Spdr Gold Trust Transaction History