SPDR Gold Trust shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of SPDR Gold Trust (GLD) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management investment in SPDR Gold Trust
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Quarterly reported holdings in SPDR Gold Trust by Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $959k | 2.7k | 355.47 |
| 2025-06-30 | $949k | 3.1k | 304.83 |
| 2025-03-31 | $559k | 1.9k | 288.14 |
| 2024-12-31 | $470k | 1.9k | 242.13 |
| 2024-09-30 | $468k | 1.9k | 243.06 |
| 2024-06-30 | $448k | 2.1k | 215.01 |
| 2024-03-31 | $424k | 2.1k | 205.72 |
| 2023-12-31 | $442k | 2.3k | 191.17 |
| 2023-09-30 | $420k | 2.4k | 171.45 |
| 2023-06-30 | $449k | 2.5k | 178.27 |
| 2023-03-31 | $447k | 2.4k | 183.22 |
| 2022-12-31 | $420k | 2.5k | 169.64 |
| 2022-09-30 | $455k | 2.9k | 154.55 |
| 2022-06-30 | $1.1M | 6.3k | 168.46 |
| 2022-03-31 | $1.3M | 7.5k | 180.62 |
| 2021-12-31 | $957k | 5.6k | 171.02 |
| 2021-09-30 | $1.0M | 6.3k | 164.26 |
| 2021-06-30 | $3.7M | 23k | 165.63 |
| 2021-03-31 | $6.1M | 38k | 159.96 |
More positions owned by Capital Advisors Wealth Management
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