Sterling Financial Planning, Inc. Spdr Gold Trust Transaction History

Sterling Financial Planning, Inc.

$264 Million
Q4 2024

A detailed history of Sterling Financial Planning, Inc. transactions in Spdr Gold Trust stock. As of the latest transaction made, Sterling Financial Planning, Inc. holds 14,629 shares of GLD stock, worth $3.93 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

14,629

Previous 15,148 3.43%

Holding current value

$3.93 Million

Previous $3.68 Million 3.8%

% of portfolio

1.34%

Previous 1.4%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$236.59 - $257.5 $122,790 - $133,642	-519 Reduced 3.43%	14,629 $3.54 Million
Q3 2024 Oct 31, 2024	SELL	$215.56 - $246.98 $58,632 - $67,178	-272 Reduced 1.76%	15,148 $3.68 Million
Q2 2024 Jul 30, 2024	SELL	$207.82 - $224.56 $73,983 - $79,943	-356 Reduced 2.26%	15,420 $3.32 Million
Q1 2024 May 06, 2024	SELL	$184.42 - $205.72 $47,211 - $52,664	-256 Reduced 1.6%	15,776 $3.25 Million
Q4 2023 Jan 31, 2024	SELL	$168.83 - $192.59 $89,648 - $102,265	-531 Reduced 3.21%	16,032 $3.06 Million
Q3 2023 Nov 03, 2023	SELL	$171.45 - $183.67 $48,177 - $51,611	-281 Reduced 1.67%	16,563 $2.84 Million
Q2 2023 Jul 28, 2023	SELL	$177.09 - $190.44 $94,211 - $101,314	-532 Reduced 3.06%	16,844 $3 Million
Q1 2023 May 03, 2023	SELL	$168.35 - $185.74 $134,174 - $148,034	-797 Reduced 4.39%	17,376 $3.18 Million
Q4 2022 Feb 06, 2023	SELL	$151.45 - $169.67 $45,889 - $51,410	-303 Reduced 1.64%	18,173 $3.08 Million
Q3 2022 Nov 01, 2022	SELL	$151.23 - $168.32 $13,913 - $15,485	-92 Reduced 0.5%	18,476 $2.86 Million
Q2 2022 Jul 27, 2022	SELL	$168.46 - $184.65 $108,488 - $118,914	-644 Reduced 3.35%	18,568 $3.13 Million
Q1 2022 May 10, 2022	SELL	$166.99 - $191.51 $25,716 - $29,492	-154 Reduced 0.8%	19,212 $3.47 Million
Q4 2021 Feb 02, 2022	BUY	$163.92 - $174.5 $106,384 - $113,250	649 Added 3.47%	19,366 $3.31 Million
Q3 2021 Oct 28, 2021	BUY	$161.32 - $171.17 $12,582 - $13,351	78 Added 0.42%	18,717 $3.07 Million
Q2 2021 Aug 02, 2021	BUY	$161.92 - $178.77 $124,192 - $137,116	767 Added 4.29%	18,639 $3.09 Million
Q1 2021 Apr 28, 2021	BUY	$157.49 - $182.87 $317,342 - $368,483	2,015 Added 12.71%	17,872 $2.86 Million
Q4 2020 Feb 10, 2021	BUY	$166.67 - $183.19 $2.64 Million - $2.9 Million	15,857 New	15,857 $2.83 Million

Others Institutions Holding GLD

# of Institutions

2,706

Shares Held

131M

Call Options Held

111M

Put Options Held

70.8M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $92.6B

More about GLD

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Sterling Financial Planning, Inc. Spdr Gold Trust Transaction History