SPDR Gold Trust shares owned by Wells Financial Advisors
Quarter-by-quarter ownership of SPDR Gold Trust (GLD) shares owned by Wells Financial Advisors
from 13F filings
Historical chart of Wells Financial Advisors investment in SPDR Gold Trust
Tip: Access up to 7 years of quarterly data
All positions including SPDR Gold Trust held by Wells Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR Gold Trust by Wells Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $3.3M | 14k | 243.06 |
2024-06-30 | $6.2M | 29k | 215.01 |
2024-03-31 | $6.6M | 32k | 205.72 |
2023-09-30 | $5.2M | 30k | 171.45 |
2023-06-30 | $5.4M | 30k | 178.27 |
2023-03-31 | $3.8M | 21k | 183.22 |
2022-12-31 | $3.5M | 21k | 169.64 |
2022-09-30 | $7.0M | 45k | 154.67 |
2022-06-30 | $7.8M | 46k | 168.45 |
2022-03-31 | $7.7M | 43k | 180.65 |
2021-12-31 | $7.2M | 42k | 170.97 |
2021-09-30 | $7.0M | 43k | 164.23 |
2021-06-30 | $7.0M | 42k | 165.62 |
2021-03-31 | $6.8M | 43k | 159.97 |
2020-12-31 | $7.5M | 42k | 178.37 |