SPDR Gold Trust shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of SPDR Gold Trust (GLD) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial Advisors investment in SPDR Gold Trust
Tip: Access up to 7 years of quarterly data
All positions including SPDR Gold Trust held by WMG 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 WMG Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.1M | 4.5k | 243.06 |
2024-06-30 | $900k | 4.2k | 215.01 |
2024-03-31 | $716k | 3.5k | 205.72 |
2023-12-31 | $656k | 3.4k | 191.17 |
2023-09-30 | $586k | 3.4k | 171.45 |
2023-06-30 | $937k | 5.3k | 178.27 |
2023-03-31 | $409k | 2.2k | 183.22 |
2022-12-31 | $340k | 2.0k | 169.64 |
2022-09-30 | $311k | 2.0k | 154.73 |
2022-06-30 | $339k | 2.0k | 168.57 |
2022-03-31 | $351k | 1.9k | 180.46 |
2021-12-31 | $333k | 1.9k | 171.21 |