A detailed history of Lyell Wealth Management, LP transactions in Spdr Gold Trust stock. As of the latest transaction made, Lyell Wealth Management, LP holds 36,098 shares of GLD stock, worth $8.72 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
36,098
Previous 35,673 1.19%
Holding current value
$8.72 Million
Previous $7.67 Million 14.41%
% of portfolio
0.8%
Previous 0.73%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$215.56 - $246.98 $91,613 - $104,966
425 Added 1.19%
36,098 $8.78 Million
Q2 2024

Aug 08, 2024

SELL
$207.82 - $224.56 $37,407 - $40,420
-180 Reduced 0.5%
35,673 $7.67 Million
Q1 2024

May 03, 2024

BUY
$184.42 - $205.72 $19,179 - $21,394
104 Added 0.29%
35,853 $7.38 Million
Q4 2023

Feb 02, 2024

SELL
$168.83 - $192.59 $240,245 - $274,055
-1,423 Reduced 3.83%
35,749 $6.83 Million
Q3 2023

Oct 31, 2023

SELL
$171.45 - $183.67 $480,917 - $515,194
-2,805 Reduced 7.02%
37,172 $6.37 Million
Q2 2023

Aug 04, 2023

BUY
$177.09 - $190.44 $711,193 - $764,807
4,016 Added 11.17%
39,977 $7.13 Million
Q1 2023

May 03, 2023

BUY
$168.35 - $185.74 $4.69 Million - $5.17 Million
27,836 Added 342.6%
35,961 $6.59 Million
Q4 2021

Feb 08, 2022

SELL
$163.92 - $174.5 $18,031 - $19,195
-110 Reduced 1.34%
8,125 $1.39 Million
Q2 2021

Aug 09, 2021

BUY
$161.92 - $178.77 $182,160 - $201,116
1,125 Added 15.82%
8,235 $1.36 Million
Q1 2021

May 07, 2021

BUY
$157.49 - $182.87 $266,158 - $309,050
1,690 Added 31.18%
7,110 $1.14 Million
Q3 2020

Nov 04, 2020

BUY
$166.62 - $193.89 $8,331 - $9,694
50 Added 0.93%
5,420 $960,000
Q3 2019

Nov 06, 2019

BUY
$130.62 - $146.66 $9,143 - $10,266
70 Added 1.32%
5,370 $746,000
Q1 2019

May 06, 2019

BUY
$121.02 - $126.7 $121,020 - $126,700
1,000 Added 23.26%
5,300 $647,000
Q1 2018

May 07, 2018

SELL
$124.31 - $128.83 $2,486 - $2,576
-20 Reduced 0.46%
4,300 $541,000
Q4 2017

Jan 30, 2018

SELL
$118.01 - $123.82 $23,602 - $24,764
-200 Reduced 4.42%
4,320 $534,000
Q3 2017

Oct 26, 2017

BUY
$119.51 - $128.13 $540,185 - $579,147
4,520
4,520 $550,000

Others Institutions Holding GLD

About SPDR GOLD TRUST


  • Ticker GLD
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 345,100,000
  • Market Cap $83.3B
More about GLD
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