GLD — SPDR GOLD TRUST

Ownership history in Evolution Wealth Advisors, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which Evolution Wealth Advisors, 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.

Peak position
7.47% (2020 Q1)
Avg. % of fund
3.55%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 61,327 +718 +1.2% 2.45% $24.3M $396.31
2025 Q3 ADDED 60,609 +2,031 +3.5% 2.89% $21.5M $355.47
2025 Q2 REDUCED 58,578 -9,024 -13.3% 2.61% $17.9M $304.83
2025 Q1 ADDED 67,602 +10,062 +17.5% 3.25% $19.5M $288.14
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    GLD price (monthly, adj. close)

Other funds also holding GLD

As of 2025 Q4 — sorted by position size

CAXTON CORP 3Y 7Y 64.5% LMR Partners LLP 3Y 7Y 58.66% Price Capital Management, Inc. 3Y 7Y 43.52% Gruss & Co., LLC 3Y 7Y 42.7% Castle Hook Partners LP 3Y 7Y 35.03% Sagil Capital LLP 3Y 7Y 34.64% Bleichroeder LP 3Y 33.12% Walser Wealth Management Company, A Ltd Liability Co 28.14% VISTA FINANCE, LLC 3Y 24.23% BRIGADE CAPITAL MANAGEMENT, LP 3Y 7Y 23.94%
← Back to Evolution Wealth Advisors, LLC Holdings