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
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Quarterly reported holdings in SPDR Gold Trust by Wells Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 13k | 355.47 |
| 2025-06-30 | $4.0M | 13k | 304.83 |
| 2025-03-31 | $4.2M | 14k | 288.14 |
| 2024-12-31 | $3.2M | 13k | 242.13 |
| 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 |