Mosaic Family Wealth Partners, LLC Spdr Gold Trust Transaction History

Mosaic Family Wealth Partners, LLC

$674 Billion
Q3 2024

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 1,572 shares of GLD stock, worth $378,270. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,572

Previous 1,629 3.5%

Holding current value

$378,270

Previous $350 Million 9.09%

% of portfolio

0.06%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 13, 2024	SELL	$215.56 - $246.98 $12,286 - $14,077	-57 Reduced 3.5%	1,572 $382 Million
Q2 2024 Aug 06, 2024	SELL	$207.82 - $224.56 $77,309 - $83,536	-372 Reduced 18.59%	1,629 $350 Million
Q1 2024 Jun 13, 2024	BUY	$184.42 - $205.72 $55,879 - $62,333	303 Added 17.84%	2,001 $412 Million
Q4 2023 Jan 29, 2024	SELL	$168.83 - $192.59 $3,883 - $4,429	-23 Reduced 1.34%	1,698 $325 Million
Q2 2023 Aug 08, 2023	SELL	$177.09 - $190.44 $2,479 - $2,666	-14 Reduced 0.81%	1,721 $307 Million
Q1 2023 Apr 10, 2023	BUY	$168.35 - $185.74 $2,356 - $2,600	14 Added 0.81%	1,735 $318 Million
Q4 2022 Feb 14, 2023	BUY	$151.45 - $169.67 $260,645 - $292,002	1,721 New	1,721 $292 Million

Others Institutions Holding GLD

# of Institutions

2,494

Shares Held

127M

Call Options Held

89.2M

Put Options Held

64.9M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $83B

More about GLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mosaic Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Family Wealth Partners, LLC with notifications on news.

Account

Mosaic Family Wealth Partners, LLC Spdr Gold Trust Transaction History