Roger Wittlin Investment Advisory, LLC Spdr Gold Trust Transaction History

Roger Wittlin Investment Advisory, LLC

$178 Million
Q3 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 3,577 shares of GLD stock, worth $1.34 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares

3,577

Previous 3,381 5.8%

Holding current value

$1.34 Million

Previous $1.03 Million 23.4%

% of portfolio

0.72%

Previous 0.58%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$300.96 - $355.47 $58,988 - $69,672	196 Added 5.8%	3,577 $1.27 Million
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

3,234

Shares Held

140M

Call Options Held

166M

Put Options Held

88.8M

View Full List

About SPDR GOLD TRUST

Ticker GLD
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 345,100,000
Market Cap $130B

More about GLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Roger Wittlin Investment Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Roger Wittlin Investment Advisory, LLC with notifications on news.

Account

Roger Wittlin Investment Advisory, LLC Spdr Gold Trust Transaction History