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 $266,145. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,120
Previous 1,120 -0.0%
Holding current value
$266,145
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

About SPDR GOLD TRUST


  • Ticker GLD
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 345,100,000
  • Market Cap $82B
More about GLD
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