Mark Sheptoff Financial Planning, LLC Spdr Gold Trust Transaction History

Mark Sheptoff Financial Planning, LLC

$197 Million
Q3 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 60 shares of GLD stock, worth $22,557. This represents 0.01% of its overall portfolio holdings.

Number of Shares

Previous 80 25.0%

Holding current value

$22,557

Previous $24,000 12.5%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	SELL	$300.96 - $355.47 $6,019 - $7,109	-20 Reduced 25.0%	60 $21,000
Q2 2025 Aug 06, 2025	BUY	$273.71 - $316.29 $1,368 - $1,581	5 Added 6.67%	80 $24,000
Q1 2025 May 13, 2025	BUY	$243.19 - $288.14 $10,700 - $12,678	44 Added 141.94%	75 $21,000
Q4 2023 Feb 09, 2024	SELL	$168.83 - $192.59 $1,857 - $2,118	-11 Reduced 26.19%	31 $5,000
Q2 2021 Aug 12, 2021	BUY	$161.92 - $178.77 $5,019 - $5,541	31 Added 281.82%	42 $7,000

Q1 2019 May 10, 2019	SELL	$121.02 - $126.7 $4,235 - $4,434	-35 Reduced 76.09%	11 $1,000
Q2 2018 Aug 09, 2018	BUY	$118.22 - $128.11 $1,300 - $1,409	11 Added 31.43%	46 $5,000
Q3 2017 Nov 09, 2017	BUY	$119.51 - $128.13 $4,182 - $4,484	35	35 $4,000

Others Institutions Holding GLD

# of Institutions

3,292

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

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Mark Sheptoff Financial Planning, LLC Spdr Gold Trust Transaction History