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SPDR Gold Trust shares owned by Schwallier Wealth Management

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

Historical chart of Schwallier Wealth Management investment in SPDR Gold Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in SPDR Gold Trust by Schwallier Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $216k 890 243.06

More positions owned by Schwallier Wealth Management

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Value Etf (VTV)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Wisdomtree Tr Yield Enhancd Us (AGGY)
First Tr Exchange-traded First Tr Enh New (FTSM)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exch Traded Fd Tr Ii S&p Smlcap Qty (XSHQ)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Spdr Ser Tr Bloomberg High Y (JNK)

View all positions for Schwallier Wealth Management

Top funds holding SPDR Gold Trust

Jane Street
Bank of America Corporation
Susquehanna International
Citadel Advisors
Belvedere Trading
BlackRock
Citigroup
Wells Fargo & Company
Wolverine Trading
BlueCrest Capital Management
LPL Financial
First Eagle Investment Management
Toronto-Dominion Bank
Royal Bank of Canada
Waratah Capital Advisors

View all funds holding SPDR Gold Trust