Transform Wealth, LLC Spdr Gold Trust Transaction History

Transform Wealth, LLC

$1.75 Billion
Q4 2024

A detailed history of Transform Wealth, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Transform Wealth, LLC holds 35,459 shares of GLD stock, worth $10.1 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares

35,459

Previous 22,455 57.91%

Holding current value

$10.1 Million

Previous $5.46 Million 57.29%

% of portfolio

0.49%

Previous 0.37%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 16, 2025	BUY	$236.59 - $257.5 $3.08 Million - $3.35 Million	13,004 Added 57.91%	35,459 $8.59 Million
Q3 2024 Oct 15, 2024	SELL	$215.56 - $246.98 $20,693 - $23,710	-96 Reduced 0.43%	22,455 $5.46 Million
Q2 2024 Jul 15, 2024	BUY	$207.82 - $224.56 $56,111 - $60,631	270 Added 1.21%	22,551 $4.85 Million
Q1 2024 Apr 15, 2024	SELL	$184.42 - $205.72 $220,013 - $245,423	-1,193 Reduced 5.08%	22,281 $4.58 Million
Q4 2023 Jan 18, 2024	BUY	$168.83 - $192.59 $13,844 - $15,792	82 Added 0.35%	23,474 $4.49 Million
Q3 2023 Oct 10, 2023	SELL	$171.45 - $183.67 $3.91 Million - $4.19 Million	-22,810 Reduced 49.37%	23,392 $4.01 Million
Q2 2023 Jul 13, 2023	SELL	$177.09 - $190.44 $53,127 - $57,132	-300 Reduced 0.65%	46,202 $8.24 Million
Q1 2023 Apr 14, 2023	BUY	$168.35 - $185.74 $3.95 Million - $4.36 Million	23,471 Added 101.91%	46,502 $8.52 Million
Q4 2022 Jan 12, 2023	BUY	$151.45 - $169.67 $3.49 Million - $3.91 Million	23,031 New	23,031 $0

Others Institutions Holding GLD

# of Institutions

2,710

Shares Held

129M

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 $98B

More about GLD

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Transform Wealth, LLC Spdr Gold Trust Transaction History