A detailed history of Holistic Planning, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Holistic Planning, LLC holds 1,313 shares of GLD stock, worth $402,933. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,313
Previous 1,229 6.83%
Holding current value
$402,933
Previous $298 Million 27.14%
% of portfolio
0.13%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025

BUY
$243.19 - $288.14 $20,427 - $24,203
84 Added 6.83%
1,313 $378 Million
Q4 2024

Jan 24, 2025

BUY
$236.59 - $257.5 $290,769 - $316,467
1,229 New
1,229 $298 Million

Others Institutions Holding GLD

About SPDR GOLD TRUST


  • Ticker GLD
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 345,100,000
  • Market Cap $106B
More about GLD
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