SPDR Gold Trust shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of SPDR Gold Trust (GLD) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in SPDR Gold Trust
Tip: Access up to 7 years of quarterly data
All positions including SPDR Gold Trust held by Xcel Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in SPDR Gold Trust by Xcel Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $607k | 3.0k | 205.72 |
2023-12-31 | $564k | 3.0k | 191.17 |
2023-09-30 | $466k | 2.7k | 171.45 |
2023-06-30 | $503k | 2.8k | 178.27 |
2023-03-31 | $517k | 2.8k | 183.22 |
2022-12-31 | $478k | 2.8k | 169.50 |
2022-09-30 | $436k | 2.8k | 154.61 |
2022-06-30 | $467k | 2.8k | 168.59 |
2022-03-31 | $500k | 2.8k | 180.51 |
2021-12-31 | $474k | 2.8k | 171.12 |
2021-09-30 | $458k | 2.8k | 164.16 |
2021-06-30 | $462k | 2.8k | 165.59 |
2021-03-31 | $443k | 2.8k | 159.93 |
2020-12-31 | $485k | 2.7k | 178.31 |
2020-09-30 | $481k | 2.7k | 176.84 |
More positions owned by Xcel Wealth Management
Home Depot (HD)
View all positions for Xcel Wealth Management