SPDR Gold Trust shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of SPDR Gold Trust (GLD) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in SPDR Gold Trust
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Quarterly reported holdings in SPDR Gold Trust by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $732k | 3.6k | 205.72 |
| 2023-12-31 | $665k | 3.5k | 191.17 |
| 2023-09-30 | $645k | 3.8k | 171.45 |
| 2023-06-30 | $652k | 3.7k | 178.27 |
| 2023-03-31 | $659k | 3.6k | 183.22 |
| 2022-12-31 | $610k | 3.6k | 169.64 |
| 2022-09-30 | $501k | 3.2k | 154.58 |
| 2022-06-30 | $545k | 3.2k | 168.00 |
| 2022-03-31 | $586k | 3.2k | 180.64 |
| 2021-12-31 | $408k | 2.4k | 171.07 |
| 2021-09-30 | $359k | 2.2k | 163.93 |
| 2021-06-30 | $215k | 1.3k | 165.64 |
| 2021-03-31 | $334k | 2.1k | 160.12 |
| 2020-12-31 | $351k | 2.0k | 178.54 |