Holistic Planning, LLC Spdr Gold Trust Transaction History
Holistic Planning, LLC
- $295 Billion
- Q1 2025
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
Others Institutions Holding GLD
# of Institutions
2,845Shares Held
131MCall Options Held
113MPut Options Held
67.8M-
Morgan Stanley New York, NY11MShares$3.36 Billion0.19% of portfolio
-
Bank Of America Corp Charlotte, NC10.9MShares$3.35 Billion0.23% of portfolio
-
Ubs Group Ag6.06MShares$1.86 Billion0.28% of portfolio
-
Wells Fargo & Company San Francisco, CA4.05MShares$1.24 Billion0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.91MShares$1.2 Billion0.46% of portfolio
About SPDR GOLD TRUST
- Ticker GLD
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 345,100,000
- Market Cap $106B