SPDR Gold Trust shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of SPDR Gold Trust (GLD) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in SPDR Gold Trust
Tip: Access up to 7 years of quarterly data
All positions including SPDR Gold Trust held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in SPDR Gold Trust by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $693k | 2.8k | 243.06 |
| 2024-06-30 | $613k | 2.8k | 215.01 |
| 2024-03-31 | $586k | 2.9k | 205.72 |
| 2023-12-31 | $545k | 2.9k | 191.17 |
| 2023-09-30 | $498k | 2.9k | 171.45 |
| 2023-06-30 | $432k | 2.4k | 178.27 |
| 2023-03-31 | $254k | 1.4k | 183.22 |
| 2022-12-31 | $235k | 1.4k | 169.64 |
| 2021-03-31 | $12M | 73k | 159.96 |
| 2020-12-31 | $16M | 90k | 178.37 |
| 2020-09-30 | $16M | 89k | 177.12 |
| 2020-06-30 | $15M | 141k | 105.97 |
| 2020-03-31 | $13M | 87k | 148.05 |
| 2019-12-31 | $8.0M | 56k | 142.90 |