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SPDR Gold Trust shares owned by Root Financial Partners

Quarter-by-quarter ownership of SPDR Gold Trust (GLD) shares owned by Root Financial Partners from 13F filings

Historical chart of Root Financial Partners investment in SPDR Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including SPDR Gold Trust held by Root Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Gold Trust by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $445k 1.3k 355.47
2025-06-30 $278k 913 304.83
2025-03-31 $205k 713 288.14
2024-12-31 $412k 1.7k 242.13