Plan Group Financial, LLC Spdr Gold Trust Transaction History

Plan Group Financial, LLC

$355 Million
Q3 2025

A detailed history of Plan Group Financial, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Plan Group Financial, LLC holds 14,383 shares of GLD stock, worth $5.41 Million. This represents 1.44% of its overall portfolio holdings.

Number of Shares

14,383

Previous 11,591 24.09%

Holding current value

$5.41 Million

Previous $3.53 Million 44.69%

% of portfolio

1.44%

Previous 1.2%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$300.96 - $355.47 $840,280 - $992,472	2,792 Added 24.09%	14,383 $5.11 Million
Q2 2025 Aug 13, 2025	SELL	$273.71 - $316.29 $1.25 Million - $1.44 Million	-4,568 Reduced 28.27%	11,591 $3.53 Million
Q1 2025 May 09, 2025	BUY	$243.19 - $288.14 $2.52 Million - $2.99 Million	10,364 Added 178.84%	16,159 $4.66 Million
Q4 2024 Jan 31, 2025	BUY	$236.59 - $257.5 $145,739 - $158,620	616 Added 11.89%	5,795 $1.4 Million
Q3 2024 Oct 22, 2024	SELL	$215.56 - $246.98 $8,191 - $9,385	-38 Reduced 0.73%	5,179 $1.26 Million

Q2 2024 Aug 05, 2024	SELL	$207.82 - $224.56 $912,329 - $985,818	-4,390 Reduced 45.7%	5,217 $1.12 Million
Q1 2024 Apr 26, 2024	BUY	$184.42 - $205.72 $15,491 - $17,280	84 Added 0.88%	9,607 $1.98 Million
Q4 2023 Jan 29, 2024	SELL	$168.83 - $192.59 $155,154 - $176,990	-919 Reduced 8.8%	9,523 $1.82 Million
Q3 2023 Nov 13, 2023	SELL	$171.45 - $183.67 $368,446 - $394,706	-2,149 Reduced 17.07%	10,442 $1.79 Million
Q2 2023 Aug 10, 2023	BUY	$177.09 - $190.44 $757,236 - $814,321	4,276 Added 51.43%	12,591 $2.24 Million
Q2 2022 Aug 12, 2022	BUY	$168.46 - $184.65 $1.4 Million - $1.54 Million	8,315 New	8,315 $1.43 Million

Others Institutions Holding GLD

# of Institutions

3,231

Shares Held

140M

Call Options Held

152M

Put Options Held

77.7M

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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Plan Group Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plan Group Financial, LLC with notifications on news.

Account

Plan Group Financial, LLC Spdr Gold Trust Transaction History