SPDR Gold Trust shares owned by UMA Financial Services
Quarter-by-quarter ownership of SPDR Gold Trust (GLD) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in SPDR Gold Trust
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Quarterly reported holdings in SPDR Gold Trust by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $415k | 1.7k | 245.92 |
| 2024-06-30 | $323k | 1.4k | 228.29 |
| 2024-03-31 | $313k | 1.4k | 221.22 |
| 2023-12-31 | $265k | 1.4k | 187.22 |
| 2023-06-30 | $237k | 1.3k | 178.47 |
| 2023-03-31 | $247k | 1.3k | 185.36 |
| 2022-12-31 | $230k | 1.3k | 180.28 |
| 2022-09-30 | $205k | 1.3k | 159.53 |
| 2022-06-30 | $229k | 1.4k | 164.99 |
| 2022-03-31 | $252k | 1.4k | 175.85 |
| 2021-12-31 | $221k | 1.3k | 167.93 |
| 2021-09-30 | $221k | 1.3k | 165.42 |
| 2020-06-30 | $208k | 1.1k | 190.30 |