Holistic Planning LLC Has $378,000 Stake in SPDR Gold Shares (NYSEARCA:GLD)

Holistic Planning LLC lifted its holdings in shares of SPDR Gold Shares (NYSEARCA:GLD) by 6.8% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,313 shares of the exchange traded fund’s stock after acquiring an additional 84 shares during the quarter. Holistic Planning LLC’s holdings in SPDR Gold Shares were worth $378,000 as of its most recent SEC filing.

Other institutional investors have also made changes to their positions in the company. Brighton Jones LLC boosted its position in SPDR Gold Shares by 20.4% during the fourth quarter. Brighton Jones LLC now owns 11,246 shares of the exchange traded fund’s stock worth $2,723,000 after purchasing an additional 1,903 shares during the period. Sabal Trust CO raised its position in shares of SPDR Gold Shares by 9.0% in the fourth quarter. Sabal Trust CO now owns 1,210 shares of the exchange traded fund’s stock valued at $293,000 after purchasing an additional 100 shares during the period. Simmons Bank acquired a new stake in shares of SPDR Gold Shares during the 4th quarter worth about $234,000. Heritage Investors Management Corp boosted its holdings in shares of SPDR Gold Shares by 27.2% during the 4th quarter. Heritage Investors Management Corp now owns 3,150 shares of the exchange traded fund’s stock worth $763,000 after buying an additional 674 shares during the period. Finally, GenTrust LLC grew its stake in SPDR Gold Shares by 7.5% in the 4th quarter. GenTrust LLC now owns 51,079 shares of the exchange traded fund’s stock valued at $12,368,000 after buying an additional 3,583 shares during the last quarter. 42.19% of the stock is owned by institutional investors and hedge funds.

SPDR Gold Shares Stock Down 0.1%

SPDR Gold Shares stock opened at $306.78 on Friday. The company’s 50-day moving average price is $306.41 and its two-hundred day moving average price is $278.74. The stock has a market cap of $102.28 billion, a P/E ratio of -32.43 and a beta of 0.15. SPDR Gold Shares has a twelve month low of $214.45 and a twelve month high of $317.63.

SPDR Gold Shares Company Profile

SPDR Gold Trust (the Trust) is an investment trust. The investment objective of the Trust is for the Shares to reflect the performance of the price of gold bullion, less the Trust’s expenses. The Trust’s business activity is the investment of gold. The Trust creates and redeems Shares from time to time, but in one or more Baskets (a Basket equals a block of 100,000 Shares).