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SPDR Gold Trust shares owned by Monticello Wealth Management

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

Historical chart of Monticello Wealth Management investment in SPDR Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR Gold Trust by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $441k 1.1k 396.31
2022-03-31 $450k 2.5k 180.72
2021-12-31 $334k 2.0k 171.02

More positions owned by Monticello Wealth Management

Spdr Series Trust State Street Spd (SPYM)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Victory Portfolios Ii Core Intrmediate (UBND)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPMD)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Ishares Tr Core S&p Ttl Stk (ITOT)
InterDigital (IDCC)

View all positions for Monticello Wealth Management

Top funds holding SPDR Gold Trust

LMR Partners
Jane Street
Susquehanna International
Citadel Advisors
Castle Hook Partners
UBS Group
BlackRock
LPL Financial
Wells Fargo & Company
Jain Global
Leucadia National Corporation
Goldman Sachs Group
CI Private Wealth
Stone Ridge Holdings Group
Belvedere Trading

View all funds holding SPDR Gold Trust