Roger Wittlin Investment Advisory, LLC Spdr Gold Trust Transaction History

Roger Wittlin Investment Advisory, LLC

$177 Million
Q2 2025

A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 3,381 shares of GLD stock, worth $1.25 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares

3,381

Previous 3,413 0.94%

Holding current value

$1.25 Million

Previous $983,000 4.78%

% of portfolio

0.58%

Previous 0.58%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	SELL	$273.71 - $316.29 $8,758 - $10,121	-32 Reduced 0.94%	3,381 $1.03 Million
Q1 2025 May 01, 2025	SELL	$243.19 - $288.14 $17,996 - $21,322	-74 Reduced 2.12%	3,413 $983,000
Q4 2024 Feb 12, 2025	BUY	$236.59 - $257.5 $47,318 - $51,500	200 Added 6.08%	3,487 $844,000
Q1 2023 May 12, 2023	BUY	$168.35 - $185.74 $45,286 - $49,964	269 Added 8.91%	3,287 $602,000
Q4 2022 Feb 10, 2023	BUY	$151.45 - $169.67 $457,076 - $512,064	3,018 New	3,018 $512,000
Q4 2021 Feb 18, 2022	BUY	$163.92 - $174.5 $494,710 - $526,641	3,018 New	3,018 $515,000

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

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $127B

More about GLD

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Roger Wittlin Investment Advisory, LLC Spdr Gold Trust Transaction History