Mosaic Family Wealth Partners, LLC Spdr Gold Trust Transaction History

Mosaic Family Wealth Partners, LLC

  • $855 Billion
  • Q3 2025

A detailed history of Mosaic Family Wealth Partners, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Mosaic Family Wealth Partners, LLC holds 1,924 shares of GLD stock, worth $723,347. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,924
Previous 1,692 13.71%
Holding current value
$723,347
Previous $516 Million 31.49%
% of portfolio
0.08%
Previous 0.07%

Shares

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

Aug 11, 2025
SELL
$273.71 - $316.29 $137,676 - $159,093
-503 Reduced 22.92%
1,692 $516 Million
Q1 2025

May 02, 2025
BUY
$243.19 - $288.14 $137,402 - $162,799
565 Added 34.66%
2,195 $633 Million
Q4 2024

Feb 14, 2025
BUY
$236.59 - $257.5 $13,722 - $14,935
58 Added 3.69%
1,630 $395 Million
Q3 2024

Nov 13, 2024
SELL
$215.56 - $246.98 $12,286 - $14,077
-57 Reduced 3.5%
1,572 $382 Million
Q2 2024

Aug 06, 2024
SELL
$207.82 - $224.56 $77,309 - $83,536
-372 Reduced 18.59%
1,629 $350 Million
Q1 2024

Jun 13, 2024
BUY
$184.42 - $205.72 $55,879 - $62,333
303 Added 17.84%
2,001 $412 Million
Q4 2023

Jan 29, 2024
SELL
$168.83 - $192.59 $3,883 - $4,429
-23 Reduced 1.34%
1,698 $325 Million
Q2 2023

Aug 08, 2023
SELL
$177.09 - $190.44 $2,479 - $2,666
-14 Reduced 0.81%
1,721 $307 Million
Q1 2023

Apr 10, 2023
BUY
$168.35 - $185.74 $2,356 - $2,600
14 Added 0.81%
1,735 $318 Million
Q4 2022

Feb 14, 2023
BUY
$151.45 - $169.67 $260,645 - $292,002
1,721 New
1,721 $292 Million

Others Institutions Holding GLD

# of Institutions
3,235
Shares Held
140M
Call Options Held
166M
Put Options Held
88.8M
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
Track This Portfolio

Track Mosaic Family Wealth Partners, LLC Portfolio

Follow Mosaic Family Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mosaic Family Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mosaic Family Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email