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SPDR Gold Trust shares owned by Rooted Wealth Advisors

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

Historical chart of Rooted Wealth Advisors investment in SPDR Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including SPDR Gold Trust held by Rooted 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 Rooted Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $204k 569 357.64
2024-09-30 $233k 956 243.72
2024-06-30 $240k 1.1k 226.20
2024-03-31 $224k 1.1k 210.72

More positions owned by Rooted Wealth Advisors

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Ishares Tr Core Div Grwth (DGRO)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Actively Managed Exc Total Return (GTO)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares U S Etf Tr It Rt Hdg Hgyl (HYGH)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Actively Managed Exc Aaa Clo Fltng Rt (ICLO)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)

View all positions for Rooted Wealth Advisors

Top funds holding SPDR Gold Trust

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

View all funds holding SPDR Gold Trust