SPDR Gold Trust shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of SPDR Gold Trust (GLD) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in SPDR Gold Trust
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Quarterly reported holdings in SPDR Gold Trust by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $780k | 2.2k | 355.47 |
| 2025-06-30 | $608k | 2.0k | 304.83 |
| 2025-03-31 | $496k | 1.7k | 288.14 |
| 2024-12-31 | $455k | 1.9k | 242.13 |
| 2024-09-30 | $445k | 1.8k | 243.08 |
| 2023-06-30 | $298k | 1.7k | 178.28 |
| 2023-03-31 | $431k | 2.4k | 183.23 |
| 2022-12-31 | $315k | 1.9k | 169.65 |
| 2022-09-30 | $6.2M | 40k | 154.66 |
| 2022-06-30 | $6.7M | 40k | 168.45 |
| 2022-03-31 | $7.4M | 41k | 180.65 |
| 2021-12-31 | $5.9M | 35k | 170.96 |
| 2021-09-30 | $5.6M | 34k | 164.21 |
| 2021-06-30 | $5.5M | 33k | 165.58 |
| 2021-03-31 | $4.9M | 31k | 159.97 |
| 2020-12-31 | $5.3M | 30k | 178.37 |
| 2013-09-30 | $1.6M | 12k | 128.19 |
| 2013-06-30 | $1.7M | 14k | 119.12 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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