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SPDR Gold Trust shares owned by Congress Wealth Management LLC / DE /

Quarter-by-quarter ownership of SPDR Gold Trust (GLD) shares owned by Congress Wealth Management LLC / DE / from 13F filings

Historical chart of Congress Wealth Management LLC / DE / investment in SPDR Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including SPDR Gold Trust held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Gold Trust by Congress Wealth Management LLC / DE /

Quarter filed Position value Share count Share price at filing
2025-06-30 $12M 38k 304.84
2025-03-31 $9.1M 32k 286.79
2024-12-31 $5.2M 21k 242.14
2024-09-30 $4.9M 20k 243.06
2024-03-31 $202k 981 205.72
2023-12-31 $628k 3.3k 191.17
2021-12-31 $274k 1.6k 170.93