SPDR Gold Trust shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of SPDR Gold Trust (GLD) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in SPDR Gold Trust
Tip: Access up to 7 years of quarterly data
All positions including SPDR Gold Trust held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in SPDR Gold Trust by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $636k | 1.8k | 355.53 |
| 2025-06-30 | $551k | 1.8k | 304.88 |
| 2025-03-31 | $360k | 1.2k | 288.14 |
| 2024-12-31 | $317k | 1.3k | 242.13 |
| 2024-09-30 | $318k | 1.3k | 243.06 |
| 2024-06-30 | $276k | 1.3k | 215.01 |
| 2024-03-31 | $267k | 1.3k | 205.72 |
| 2023-09-30 | $223k | 1.3k | 171.45 |
| 2023-06-30 | $238k | 1.3k | 178.27 |
| 2023-03-31 | $244k | 1.3k | 183.20 |
| 2022-12-31 | $225k | 1.3k | 169.62 |
| 2022-09-30 | $215k | 1.4k | 154.90 |
| 2022-06-30 | $234k | 1.4k | 168.59 |
| 2022-03-31 | $251k | 1.4k | 180.84 |
More positions owned by Wescott Financial Advisory Group
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