Mowery & Schoenfeld Wealth Management, LLC Spdr Gold Trust Transaction History

Mowery & Schoenfeld Wealth Management, LLC

  • $58.2 Billion
  • Q3 2025

A detailed history of Mowery & Schoenfeld Wealth Management, LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Mowery & Schoenfeld Wealth Management, LLC holds 275 shares of GLD stock, worth $103,389. This represents 0.17% of its overall portfolio holdings.

Number of Shares
275
Previous 305 9.84%
Holding current value
$103,389
Previous $93 Million 5.14%
% of portfolio
0.17%
Previous 0.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
$300.96 - $355.47 $9,028 - $10,664
-30 Reduced 9.84%
275 $97.8 Million
Q1 2025

May 05, 2025
SELL
$243.19 - $288.14 $886,670 - $1.05 Million
-3,646 Reduced 92.28%
305 $87.9 Million
Q4 2024

Feb 10, 2025
BUY
$236.59 - $257.5 $916,549 - $997,555
3,874 Added 5031.17%
3,951 $957 Million
Q3 2024

Oct 22, 2024
BUY
$215.56 - $246.98 $4,095 - $4,692
19 Added 32.76%
77 $18.7 Million
Q2 2024

Aug 14, 2024
BUY
$207.82 - $224.56 $12,053 - $13,024
58 New
58 $12.5 Million

Others Institutions Holding GLD

# of Institutions
3,231
Shares Held
140M
Call Options Held
152M
Put Options Held
77.7M
View Full List

About SPDR GOLD TRUST

GLD Quotes by TradingView
  • Ticker GLD
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 345,100,000
  • Market Cap $130B
More about GLD
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