Schwallier Wealth Management LLC Spdr Gold Trust Transaction History

Schwallier Wealth Management LLC

  • $131 Billion
  • Q4 2024

A detailed history of Schwallier Wealth Management LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 833 shares of GLD stock, worth $255,056. This represents 0.15% of its overall portfolio holdings.

Number of Shares
833
Previous 890 6.4%
Holding current value
$255,056
Previous $216 Million 6.76%
% of portfolio
0.15%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$236.59 - $257.5 $13,485 - $14,677
-57 Reduced 6.4%
833 $202 Million
Q3 2024

Nov 07, 2024
BUY
$215.56 - $246.98 $191,848 - $219,812
890 New
890 $216 Million

Others Institutions Holding GLD

# of Institutions
2,943
Shares Held
135M
Call Options Held
107M
Put Options Held
78.6M
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 $106B
More about GLD
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