SPDR Gold Trust shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of SPDR Gold Trust (GLD) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in SPDR Gold Trust
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Quarterly reported holdings in SPDR Gold Trust by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $288k | 1.2k | 243.06 |
| 2024-06-30 | $242k | 1.1k | 215.01 |
| 2023-12-31 | $313k | 1.6k | 191.17 |
| 2023-09-30 | $284k | 1.7k | 171.45 |
| 2023-06-30 | $296k | 1.7k | 178.27 |
| 2023-03-31 | $304k | 1.7k | 183.22 |
| 2022-12-31 | $337k | 2.0k | 169.64 |
| 2022-09-30 | $292k | 1.9k | 154.74 |
| 2022-06-30 | $370k | 2.2k | 168.33 |
| 2022-03-31 | $335k | 1.9k | 180.89 |
| 2021-12-31 | $284k | 1.7k | 170.88 |
| 2021-09-30 | $273k | 1.7k | 164.26 |
| 2021-06-30 | $630k | 3.8k | 165.70 |
| 2021-03-31 | $239k | 1.5k | 160.19 |
| 2020-12-31 | $285k | 1.6k | 178.13 |