SPDR Gold Trust shares owned by Lee Financial
Quarter-by-quarter ownership of SPDR Gold Trust (GLD) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in SPDR Gold Trust
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Quarterly reported holdings in SPDR Gold Trust by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 78k | 355.47 |
| 2025-06-30 | $24M | 78k | 304.83 |
| 2025-03-31 | $23M | 78k | 288.14 |
| 2024-12-31 | $19M | 79k | 242.13 |
| 2024-09-30 | $20M | 80k | 243.06 |
| 2024-06-30 | $18M | 85k | 215.01 |
| 2024-03-31 | $18M | 88k | 205.72 |
| 2023-12-31 | $18M | 92k | 191.17 |
| 2023-09-30 | $16M | 96k | 171.45 |
| 2023-06-30 | $19M | 106k | 178.27 |
| 2023-03-31 | $21M | 112k | 183.22 |
| 2022-12-31 | $20M | 116k | 169.64 |
| 2022-09-30 | $18M | 119k | 154.67 |
| 2022-06-30 | $20M | 121k | 168.46 |
| 2022-03-31 | $23M | 127k | 180.65 |
| 2021-12-31 | $23M | 133k | 170.96 |
| 2021-09-30 | $22M | 135k | 164.22 |
| 2021-06-30 | $23M | 138k | 165.63 |
| 2021-03-31 | $23M | 145k | 159.96 |
| 2020-12-31 | $28M | 159k | 178.36 |
| 2020-09-30 | $27M | 155k | 177.12 |
| 2020-06-30 | $24M | 142k | 167.37 |
| 2020-03-31 | $3.3M | 23k | 148.03 |
| 2019-12-31 | $329k | 2.3k | 142.73 |
| 2019-09-30 | $323k | 2.3k | 138.92 |
| 2019-06-30 | $310k | 2.3k | 133.33 |
| 2019-03-31 | $284k | 2.3k | 122.15 |
| 2018-12-31 | $287k | 2.4k | 121.10 |
| 2018-09-30 | $335k | 3.0k | 112.79 |
| 2018-06-30 | $374k | 3.1k | 118.77 |
| 2018-03-31 | $412k | 3.3k | 125.84 |
| 2017-12-31 | $398k | 3.2k | 123.79 |
| 2017-09-30 | $739k | 6.1k | 121.65 |
| 2017-06-30 | $792k | 6.7k | 118.02 |
| 2017-03-31 | $806k | 6.8k | 118.77 |
| 2016-12-31 | $778k | 7.1k | 109.56 |