SPDR Gold Trust shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of SPDR Gold Trust (GLD) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in SPDR Gold Trust
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Quarterly reported holdings in SPDR Gold Trust by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $24k | 118 | 205.72 |
| 2023-12-31 | $21k | 126 | 169.64 |
| 2023-09-30 | $20k | 118 | 171.46 |
| 2023-06-30 | $21k | 118 | 178.27 |
| 2023-03-31 | $22k | 118 | 183.22 |
| 2022-12-31 | $21k | 126 | 169.64 |
| 2022-09-30 | $20k | 126 | 154.67 |
| 2022-06-30 | $21k | 126 | 168.46 |
| 2020-09-30 | $383k | 2.2k | 177.12 |
| 2020-06-30 | $260k | 1.6k | 167.37 |
| 2020-03-31 | $432k | 2.9k | 148.05 |
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