Wealth Plan Partners, LLC Spdr Gold Trust Transaction History

Wealth Plan Partners, LLC

  • $591 Million
  • Q3 2025

A detailed history of Wealth Plan Partners, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 2,650 shares of GLD stock, worth $996,294. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,650
Previous 2,558 3.6%
Holding current value
$996,294
Previous $779,000 20.8%
% of portfolio
0.16%
Previous 0.14%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$300.96 - $355.47 $27,688 - $32,703
92 Added 3.6%
2,650 $941,000
Q2 2025

Jul 28, 2025
SELL
$273.71 - $316.29 $108,662 - $125,567
-397 Reduced 13.43%
2,558 $779,000
Q1 2025

May 09, 2025
BUY
$243.19 - $288.14 $12,402 - $14,695
51 Added 1.76%
2,955 $851 Million
Q4 2024

Jan 30, 2025
BUY
$236.59 - $257.5 $259,302 - $282,220
1,096 Added 60.62%
2,904 $703 Million
Q3 2024

Nov 05, 2024
SELL
$215.56 - $246.98 $66,176 - $75,822
-307 Reduced 14.52%
1,808 $439 Million
Q2 2024

Aug 09, 2024
SELL
$207.82 - $224.56 $441,409 - $476,965
-2,124 Reduced 50.11%
2,115 $455 Million
Q1 2024

May 07, 2024
SELL
$184.42 - $205.72 $3,503 - $3,908
-19 Reduced 0.45%
4,239 $872 Million
Q4 2023

Jan 05, 2024
BUY
$168.83 - $192.59 $1,012 - $1,155
6 Added 0.14%
4,258 $814 Million
Q3 2023

Nov 01, 2023
SELL
$171.45 - $183.67 $550,525 - $589,764
-3,211 Reduced 43.03%
4,252 $729 Million
Q2 2023

Jul 31, 2023
SELL
$177.09 - $190.44 $235,352 - $253,094
-1,329 Reduced 15.12%
7,463 $1.33 Billion
Q1 2023

May 10, 2023
SELL
$168.35 - $185.74 $340,067 - $375,194
-2,020 Reduced 18.68%
8,792 $1.61 Billion
Q4 2022

Feb 16, 2023
BUY
$151.45 - $169.67 $1.24 Million - $1.39 Million
8,200 Added 313.94%
10,812 $1.87 Billion
Q1 2022

May 03, 2022
BUY
$166.99 - $191.51 $22,209 - $25,470
133 Added 5.37%
2,612 $462,000
Q4 2021

Feb 01, 2022
BUY
$163.92 - $174.5 $9,015 - $9,597
55 Added 2.27%
2,479 $417,000
Q3 2021

Dec 09, 2021
SELL
$161.32 - $171.17 $1,613 - $1,711
-10 Reduced 0.41%
2,424 $398,000
Q2 2021

Aug 19, 2021
BUY
$161.92 - $178.77 $18,620 - $20,558
115 Added 4.96%
2,434 $399,000
Q1 2021

May 11, 2021
BUY
$157.49 - $182.87 $76,382 - $88,691
485 Added 26.44%
2,319 $386,000
Q4 2020

Feb 09, 2021
BUY
$166.67 - $183.19 $57,167 - $62,834
343 Added 23.0%
1,834 $308,000
Q3 2020

Dec 18, 2020
BUY
$166.62 - $193.89 $7,164 - $8,337
43 Added 2.97%
1,491 $262,000
Q2 2020

Aug 19, 2020
BUY
$149.45 - $167.37 $216,403 - $242,351
1,448 New
1,448 $265,000

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

GLD Quotes by TradingView
  • Ticker GLD
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 345,100,000
  • Market Cap $130B
More about GLD
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