Holistic Planning, LLC Spdr Gold Trust Transaction History

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025

A detailed history of Holistic Planning, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Holistic Planning, LLC holds 1,329 shares of GLD stock, worth $490,560. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,329
Previous 1,313 1.22%
Holding current value
$490,560
Previous $378 Million 7.08%
% of portfolio
0.12%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,086
Shares Held
141M
Call Options Held
118M
Put Options Held
74.6M
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 $127B
More about GLD
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