Holistic Planning, LLC Spdr Gold Trust Transaction History

Holistic Planning, LLC

  • $381 Billion
  • Q3 2025

A detailed history of Holistic Planning, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Holistic Planning, LLC holds 1,339 shares of GLD stock, worth $503,410. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,339
Previous 1,329 0.75%
Holding current value
$503,410
Previous $405 Million 17.49%
% of portfolio
0.12%
Previous 0.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025
BUY
$300.96 - $355.47 $3,009 - $3,554
10 Added 0.75%
1,339 $476 Million
Q2 2025

Jul 28, 2025
BUY
$273.71 - $316.29 $4,379 - $5,060
16 Added 1.22%
1,329 $405 Million
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

# of Institutions
3,263
Shares Held
140M
Call Options Held
152M
Put Options Held
77.8M
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 $130B
More about GLD
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