SPDR Gold Trust shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of SPDR Gold Trust (GLD) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in SPDR Gold Trust
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Quarterly reported holdings in SPDR Gold Trust by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $402k | 1.1k | 355.47 |
| 2025-06-30 | $313k | 1.0k | 304.77 |
| 2025-03-31 | $296k | 1.0k | 288.22 |
| 2024-12-31 | $255k | 1.0k | 248.21 |
| 2024-09-30 | $255k | 1.0k | 248.30 |
| 2024-06-30 | $221k | 1.0k | 215.01 |
| 2024-03-31 | $235k | 1.1k | 205.72 |
| 2023-12-31 | $219k | 1.1k | 191.17 |
| 2023-06-30 | $200k | 1.1k | 178.27 |
| 2022-06-30 | $245k | 1.5k | 168.15 |
| 2022-03-31 | $244k | 1.4k | 170.39 |
| 2021-12-31 | $244k | 1.4k | 170.39 |
| 2021-09-30 | $243k | 1.5k | 163.97 |
| 2021-06-30 | $237k | 1.4k | 165.50 |
| 2021-03-31 | $229k | 1.4k | 159.92 |
| 2020-12-31 | $421k | 2.4k | 177.94 |
| 2020-09-30 | $339k | 1.9k | 177.12 |
| 2020-06-30 | $276k | 1.7k | 166.87 |
| 2020-03-31 | $200k | 1.4k | 147.71 |