Sugarloaf Wealth Management, LLC Spdr Gold Trust Transaction History

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 161 shares of GLD stock, worth $39,134. This represents 0.01% of its overall portfolio holdings.

Number of Shares
161
Previous 90 78.89%
Holding current value
$39,134
Previous $19,000 105.26%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Oct 08, 2024
BUY
$215.56 - $246.98 $15,304 - $17,535
71 Added 78.89%
161 $39,000
Q4 2023

Jan 10, 2024
SELL
$168.83 - $192.59 $25,324 - $28,888
-150 Reduced 62.5%
90 $17,000
Q2 2023

Jul 13, 2023
SELL
$177.09 - $190.44 $23,907 - $25,709
-135 Reduced 36.0%
240 $42,000
Q4 2022

Feb 03, 2023
SELL
$151.45 - $169.67 $12,116 - $13,573
-80 Reduced 17.58%
375 $63,000
Q3 2022

Oct 11, 2022
SELL
$151.23 - $168.32 $3,024 - $3,366
-20 Reduced 4.21%
455 $71,000
Q1 2022

Apr 25, 2022
BUY
$166.99 - $191.51 $16,699 - $19,151
100 Added 26.67%
475 $86,000
Q3 2021

Oct 20, 2021
SELL
$161.32 - $171.17 $5,323 - $5,648
-33 Reduced 8.09%
375 $62,000
Q2 2021

Jul 20, 2021
SELL
$161.92 - $178.77 $2,428 - $2,681
-15 Reduced 3.55%
408 $68,000
Q3 2020

Nov 03, 2020
BUY
$166.62 - $193.89 $70,480 - $82,015
423 New
423 $75,000
Q1 2020

Apr 15, 2020
SELL
$138.04 - $157.81 $106,704 - $121,987
-773 Closed
0 $0
Q4 2019

Jan 29, 2020
BUY
$137.01 - $142.9 $105,908 - $110,461
773 New
773 $110,000

Others Institutions Holding GLD

# of Institutions
2,494
Shares Held
127M
Call Options Held
89.2M
Put Options Held
64.9M
View Full List

About SPDR GOLD TRUST

GLD Quotes by TradingView
  • Ticker GLD
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 345,100,000
  • Market Cap $83.9B
More about GLD
Track This Portfolio

Track Sugarloaf Wealth Management, LLC Portfolio

Follow Sugarloaf Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email