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SPDR Gold Trust shares owned by Pacific Excel Wealth Advisors

Quarter-by-quarter ownership of SPDR Gold Trust (GLD) shares owned by Pacific Excel Wealth Advisors from 13F filings

Historical chart of Pacific Excel Wealth Advisors investment in SPDR Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR Gold Trust by Pacific Excel Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $237k 523 453.39

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Chevron Corporation (CVX)
First Tr Exchange-traded Limited Duration (FSIG)
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Ishares Tr Core S&p500 Etf (IVV)
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View all positions for Pacific Excel Wealth Advisors

Top funds holding SPDR Gold Trust

Jane Street
Citadel Advisors
Susquehanna International
Castle Hook Partners
Jain Global
UBS Group
BlackRock
Wolverine Trading
Parallax Volatility Advisers
LPL Financial
Wells Fargo & Company
Twin Tree Management
Peak6
Leucadia National Corporation
Goldman Sachs Group

View all funds holding SPDR Gold Trust