Ownership history in D.B. Root & Company, LLC · 33 quarters on record
This page tracks every 13F SEC filing in which D.B. Root & Company, LLC reported a position in SPDR GOLD TRUST (GLD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 12,657 | +969 | +8.3% | 1.22% | $5.0M | $396.31 |
| 2025 Q3 | ADDED | 11,688 | +181 | +1.6% | 1.05% | $4.2M | $355.47 |
| 2025 Q2 | ADDED | 11,507 | +644 | +5.9% | 1.04% | $3.5M | $304.83 |
| 2025 Q1 | ADDED | 10,863 | +1,655 | +18.0% | 1.01% | $3.1M | $288.14 |
| 2024 Q4 | ADDED | 9,208 | +428 | +4.9% | 0.71% | $2.2M | $242.13 |
| 2024 Q3 | ADDED | 8,780 | +303 | +3.6% | 0.70% | $2.1M | $243.06 |
| 2024 Q2 | REDUCED | 8,477 | -381 | -4.3% | 0.62% | $1.8M | $215.01 |
| 2024 Q1 | REDUCED | 8,858 | -3,441 | -28.0% | 0.62% | $1.8M | $205.72 |
| 2023 Q4 | ADDED | 12,299 | +612 | +5.2% | 0.85% | $2.4M | $191.17 |
| 2023 Q3 | REDUCED | 11,687 | -917 | -7.3% | 0.78% | $2.0M | $171.45 |
As of 2025 Q4 — sorted by position size