Kellett Schaffner Wealth Advisors LLC Spdr Gold Trust Transaction History

Kellett Schaffner Wealth Advisors LLC

  • $107 Million
  • Q3 2024

A detailed history of Kellett Schaffner Wealth Advisors LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Kellett Schaffner Wealth Advisors LLC holds 1,120 shares of GLD stock, worth $284,558. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,120
Previous 1,120 -0.0%
Holding current value
$284,558
Previous $240,000 13.33%
% of portfolio
0.26%
Previous 0.19%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$207.82 - $224.56 $623 - $673
-3 Reduced 0.27%
1,120 $240,000
Q4 2023

Jan 31, 2024
BUY
$168.83 - $192.59 $189,596 - $216,278
1,123 New
1,123 $214,000
Q1 2023

May 04, 2023
BUY
$168.35 - $185.74 $189,057 - $208,586
1,123 New
1,123 $205,000
Q2 2022

Aug 08, 2022
BUY
$168.46 - $184.65 $2,695 - $2,954
16 Added 1.34%
1,210 $204,000
Q4 2021

Feb 10, 2022
BUY
$163.92 - $174.5 $195,720 - $208,353
1,194 New
1,194 $205,000

Others Institutions Holding GLD

# of Institutions
2,527
Shares Held
125M
Call Options Held
89.3M
Put Options Held
64.9M
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 $87.7B
More about GLD
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