SPDR Gold Trust shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of SPDR Gold Trust (GLD) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in SPDR Gold Trust
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Quarterly reported holdings in SPDR Gold Trust by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 4.8k | 355.47 |
| 2025-06-30 | $1.5M | 4.9k | 304.83 |
| 2025-03-31 | $256k | 888 | 288.14 |
| 2024-12-31 | $219k | 903 | 242.13 |
| 2024-09-30 | $277k | 1.1k | 243.06 |
| 2023-09-30 | $729k | 4.3k | 171.45 |
| 2023-06-30 | $73k | 408 | 178.27 |
| 2023-03-31 | $93k | 508 | 183.22 |
| 2022-12-31 | $1.9M | 11k | 172.48 |
| 2022-09-30 | $1.5M | 9.0k | 166.28 |
| 2022-03-31 | $462k | 2.6k | 176.88 |
More positions owned by WealthPlan Investment Management
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