Montz Harcus Wealth Management LLC Spdr Gold Trust Transaction History

Montz Harcus Wealth Management LLC

  • $205 Million
  • Q2 2025

A detailed history of Montz Harcus Wealth Management LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Montz Harcus Wealth Management LLC holds 950 shares of GLD stock, worth $350,664. This represents 0.14% of its overall portfolio holdings.

Number of Shares
950
Previous 1,035 8.21%
Holding current value
$350,664
Previous $298,000 3.02%
% of portfolio
0.14%
Previous 0.16%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
$273.71 - $316.29 $23,265 - $26,884
-85 Reduced 8.21%
950 $289,000
Q1 2025

Apr 21, 2025
BUY
$243.19 - $288.14 $8,998 - $10,661
37 Added 3.71%
1,035 $298,000
Q4 2024

Jan 29, 2025
BUY
$236.59 - $257.5 $3,785 - $4,120
16 Added 1.63%
998 $241,000
Q1 2024

May 07, 2024
BUY
$184.42 - $205.72 $181,100 - $202,017
982 New
982 $202,000

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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