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SPDR Gold Trust shares owned by Wellspring Financial Advisors

Quarter-by-quarter ownership of SPDR Gold Trust (GLD) shares owned by Wellspring Financial Advisors from 13F filings

Historical chart of Wellspring Financial Advisors investment in SPDR Gold Trust

Tip: Access up to 7 years of quarterly data

All positions including SPDR Gold Trust held by Wellspring Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SPDR Gold Trust by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $613k 1.4k 430.29
2022-03-31 $150k 829 180.94

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Ishares S&p 500 Index Core S&p500 Etf (IVV)
Goldman Sachs Physical Gold Etf Unit (AAAU)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Vanguard High Dividend Yield High Div Yld (VYM)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Ishares Semiconductor Etf Ishares Semicdtr (SOXX)
Apple (AAPL)
Vanguard Short-term Treasury Etf Short Term Treas (VGSH)
Health Care Select Sector Spdr State Street Hea (XLV)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares U.s. Infrastructure Etf Us Infrastruc (IFRA)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
State Street Spdr S&p 500 Etf Tr Unit (SPY)
Technology Select Sector Spdr State Street Tec (XLK)
NVIDIA Corporation (NVDA)

View all positions for Wellspring Financial Advisors

Top funds holding SPDR Gold Trust

Jane Street
LMR Partners
Susquehanna International
Citadel Advisors
UBS Group
BlackRock
Bank of America Corporation
Morgan Stanley
Leucadia National Corporation
Citigroup
Jain Global
Goldman Sachs Group
LPL Financial
Wells Fargo & Company
Peak6

View all funds holding SPDR Gold Trust