Wealth Plan Investment Management, LLC Spdr Gold Trust Transaction History

Wealth Plan Investment Management, LLC

$923 Million
Q3 2024

A detailed history of Wealth Plan Investment Management, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 1,138 shares of GLD stock, worth $290,929. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,138

Holding current value

$290,929

% of portfolio

0.03%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 05, 2024	BUY	$215.56 - $246.98 $245,307 - $281,063	1,138 New	1,138 $276,000
Q3 2023 Nov 09, 2023	BUY	$171.45 - $183.67 $659,053 - $706,027	3,844 Added 942.16%	4,252 $729,000
Q2 2023 Aug 14, 2023	SELL	$177.09 - $190.44 $69,419 - $74,652	-392 Reduced 49.0%	408 $72,000
Q2 2023 Jul 25, 2023	BUY	$177.09 - $190.44 $51,710 - $55,608	292 Added 57.48%	800 $142,000
Q1 2023 May 08, 2023	SELL	$168.35 - $185.74 $1.73 Million - $1.91 Million	-10,304 Reduced 95.3%	508 $93,000
Q4 2022 Feb 15, 2023	BUY	$151.45 - $169.67 $268,520 - $300,824	1,773 Added 19.62%	10,812 $1.83 Million
Q3 2022 Dec 12, 2022	BUY	$151.23 - $168.32 $971,955 - $1.08 Million	6,427 Added 246.06%	9,039 $1.5 Million
Q1 2022 Sep 07, 2022	BUY	$166.99 - $191.51 $436,177 - $500,224	2,612 New	2,612 $462,000

Others Institutions Holding GLD

# of Institutions

2,535

Shares Held

125M

Call Options Held

89.3M

Put Options Held

65.8M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $88.2B

More about GLD

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Wealth Plan Investment Management, LLC Spdr Gold Trust Transaction History