Schwallier Wealth Management LLC Spdr Gold Trust Transaction History

Schwallier Wealth Management LLC

  • $160 Billion
  • Q3 2025

A detailed history of Schwallier Wealth Management LLC transactions in Spdr Gold Trust stock. As of the latest transaction made, Schwallier Wealth Management LLC holds 1,147 shares of GLD stock, worth $431,226. This represents 0.25% of its overall portfolio holdings.

Number of Shares
1,147
Previous 1,147 -0.0%
Holding current value
$431,226
Previous $350 Million 16.61%
% of portfolio
0.25%
Previous 0.21%

Shares

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

Aug 14, 2025
BUY
$273.71 - $316.29 $16,970 - $19,609
62 Added 5.71%
1,147 $350 Million
Q1 2025

Aug 14, 2025
BUY
$243.19 - $288.14 $61,283 - $72,611
252 Added 30.25%
1,085 $313 Million
Q4 2024

Feb 14, 2025
SELL
$236.59 - $257.5 $13,485 - $14,677
-57 Reduced 6.4%
833 $202 Million
Q3 2024

Nov 07, 2024
BUY
$215.56 - $246.98 $191,848 - $219,812
890 New
890 $216 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
Track This Portfolio

Track Schwallier Wealth Management LLC Portfolio

Follow Schwallier Wealth Management LLC 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 Schwallier Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Schwallier Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email