WealthPlan Investment Management, LLC's ownership history for GLD

WealthPlan Investment Management, LLC currently holds 4.6K shares with a market value of $2.0M. It started holding GLD on 2024-09-30. At its peak, it held 4.9K shares on 2025-06-30. Its highest holding value was $2.0M on 2026-03-31. At its lowest, it held 888 shares on 2025-03-31, with a value of $218.6K on 2024-12-31. In the recent 180 days, WealthPlan Investment Management, LLC has decreased its shares by 199. In the recent year, WealthPlan Investment Management, LLC has increased its shares by 3.8K.

It has also owned 23 contracts of puts, with the market value of the underlying securities totaling $989.7K on 2026-03-31. At its peak, it held 23 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $989.7K on 2026-03-31. At its lowest, it held 23 contracts of puts on 2026-03-31 and it owned puts with the market value of the underlying securities totaling $989.7K on 2026-03-31.