Cbiz Investment Advisory Services, LLC Spdr Gold Trust Transaction History

Cbiz Investment Advisory Services, LLC

$2.55 Billion
Q3 2025

A detailed history of Cbiz Investment Advisory Services, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 250 shares of GLD stock, worth $93,990. This represents 0.0% of its overall portfolio holdings.

Number of Shares

250

Previous 250 -0.0%

Holding current value

$93,990

Previous $76,000 15.79%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Jun 03, 2025	SELL	$243.19 - $288.14 $134,970 - $159,917	-555 Reduced 68.94%	250 $72,000
Q1 2025 May 05, 2025	BUY	$243.19 - $288.14 $134,970 - $159,917	555 Added 222.0%	805 $231,000
Q3 2024 Nov 12, 2024	SELL	$215.56 - $246.98 $5,604 - $6,421	-26 Reduced 9.42%	250 $60,000
Q2 2024 Aug 09, 2024	BUY	$207.82 - $224.56 $5,403 - $5,838	26 Added 10.4%	276 $59,000
Q1 2024 May 13, 2024	BUY	$184.42 - $205.72 $46,105 - $51,430	250 New	250 $51,000

Q4 2020 Feb 16, 2021	SELL	$166.67 - $183.19 $5,833 - $6,411	-35 Closed	0 $0
Q3 2020 Nov 13, 2020	SELL	$166.62 - $193.89 $18,494 - $21,521	-111 Reduced 76.03%	35 $6,000
Q4 2019 Feb 12, 2020	BUY	$137.01 - $142.9 $20,003 - $20,863	146 New	146 $21,000

Others Institutions Holding GLD

# of Institutions

3,292

Shares Held

140M

Call Options Held

152M

Put Options Held

77.8M

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 Cbiz Investment Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cbiz Investment Advisory Services, LLC with notifications on news.

Account

Cbiz Investment Advisory Services, LLC Spdr Gold Trust Transaction History