SPDR Gold Trust shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of SPDR Gold Trust (GLD) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in SPDR Gold Trust
Tip: Access up to 7 years of quarterly data
All positions including SPDR Gold Trust held by EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR Gold Trust by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.9M | 41k | 191.17 |
| 2023-09-30 | $6.9M | 40k | 171.45 |
| 2023-06-30 | $7.2M | 7.3k | 977.44 |
| 2023-03-31 | $246k | 2.2k | 110.04 |
| 2022-12-31 | $2.4M | 14k | 169.64 |
| 2022-09-30 | $1.7M | 11k | 154.70 |
| 2022-06-30 | $1.1M | 6.6k | 168.41 |
| 2022-03-31 | $1.2M | 6.7k | 180.65 |
| 2021-12-31 | $1.1M | 6.7k | 170.98 |
| 2021-09-30 | $1.1M | 13k | 89.82 |
| 2021-06-30 | $1.1M | 6.8k | 165.58 |
| 2021-03-31 | $1.2M | 7.3k | 159.93 |
| 2020-12-31 | $1.4M | 7.8k | 178.37 |
| 2020-09-30 | $1.1M | 6.4k | 177.10 |
| 2020-06-30 | $811k | 4.8k | 167.46 |
| 2020-03-31 | $773k | 5.2k | 148.14 |
| 2019-12-31 | $721k | 5.0k | 142.89 |
| 2019-09-30 | $760k | 5.5k | 138.79 |
| 2019-06-30 | $648k | 4.9k | 133.17 |
| 2019-03-31 | $653k | 5.4k | 122.06 |
| 2018-12-31 | $3.8M | 32k | 121.26 |
| 2018-09-30 | $4.7M | 42k | 112.76 |
| 2018-06-30 | $5.0M | 42k | 118.66 |
| 2018-03-31 | $5.3M | 42k | 125.78 |
| 2017-12-31 | $202k | 1.6k | 123.40 |
| 2017-09-30 | $206k | 1.7k | 121.82 |
| 2017-06-30 | $229k | 1.9k | 117.80 |
| 2016-09-30 | $519k | 4.1k | 125.73 |
| 2016-03-31 | $489k | 4.2k | 117.60 |
| 2015-12-31 | $462k | 4.6k | 101.38 |
| 2015-09-30 | $421k | 3.9k | 106.93 |
| 2015-06-30 | $442k | 3.9k | 112.37 |
| 2015-03-31 | $470k | 4.1k | 113.66 |
| 2014-12-31 | $449k | 4.0k | 113.58 |
| 2014-09-30 | $649k | 5.6k | 116.25 |
| 2014-06-30 | $1.2M | 9.2k | 128.03 |
| 2014-03-31 | $1.2M | 9.3k | 123.58 |
| 2013-12-31 | $1.1M | 9.6k | 116.14 |
| 2013-09-30 | $1.3M | 9.9k | 128.21 |