One Ascent Wealth Management LLC Spdr Gold Trust Transaction History
One Ascent Wealth Management LLC
- $271 Million
- Q2 2025
A detailed history of One Ascent Wealth Management LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 2,997 shares of GLD stock, worth $1.07 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
2,997
Previous 4,444
32.56%
Holding current value
$1.07 Million
Previous $1.28 Million
28.59%
% of portfolio
0.34%
Previous 0.55%
Shares
13 transactions
Others Institutions Holding GLD
# of Institutions
3,075Shares Held
141MCall Options Held
118MPut Options Held
74.6M-
Morgan Stanley New York, NY11.5MShares$4.13 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$3.93 Billion0.25% of portfolio
-
Ubs Group Ag6.62MShares$2.37 Billion0.36% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.23MShares$1.51 Billion0.46% of portfolio
-
Wells Fargo & Company San Francisco, CA4.14MShares$1.48 Billion0.27% of portfolio
About SPDR GOLD TRUST
- Ticker GLD
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 345,100,000
- Market Cap $123B