A detailed history of Total Wealth Planning & Management, Inc. transactions in Spdr Gold Trust stock. As of the latest transaction made, Total Wealth Planning & Management, Inc. holds 3,253 shares of GLD stock, worth $1.02 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
3,253
Previous 3,258 0.15%
Holding current value
$1.02 Million
Previous $939 Million 5.63%
% of portfolio
0.8%
Previous 0.89%

Shares

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

Jul 24, 2025

SELL
$273.71 - $316.29 $1,368 - $1,581
-5 Reduced 0.15%
3,253 $992 Million
Q1 2025

Apr 24, 2025

BUY
$243.19 - $288.14 $66,147 - $78,374
272 Added 9.11%
3,258 $939 Million
Q4 2024

Feb 28, 2025

BUY
$236.59 - $257.5 $706,457 - $768,895
2,986 New
2,986 $723 Million

Others Institutions Holding GLD

About SPDR GOLD TRUST


  • Ticker GLD
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 345,100,000
  • Market Cap $108B
More about GLD
Track This Portfolio

Track Total Wealth Planning & Management, Inc. Portfolio

Follow Total Wealth Planning & Management, Inc. 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 Total Wealth Planning & Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Total Wealth Planning & Management, Inc. with notifications on news.