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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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
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