Ownership history in Executive Wealth Management, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which Executive Wealth Management, 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | REDUCED | 54,019 | -638 | -1.2% | 1.02% | $13.1M | $242.13 |
| 2024 Q3 | REDUCED | 54,657 | -525 | -1.0% | 1.69% | $13.3M | $243.06 |
| 2024 Q2 | ADDED | 55,182 | +9 | +0.0% | 2.18% | $11.9M | $215.01 |
| 2024 Q1 | ADDED | 55,173 | +168 | +0.3% | 1.01% | $11.5M | $205.72 |
| 2023 Q4 | ADDED | 55,005 | +2,039 | +3.8% | 0.99% | $10.5M | $191.17 |
| 2023 Q3 | REDUCED | 52,966 | -5,075 | -8.7% | 0.94% | $9.1M | $171.45 |
| 2023 Q2 | REDUCED | 58,041 | -880 | -1.5% | 1.07% | $10.3M | $178.27 |
| 2023 Q1 | ADDED | 58,921 | +1,735 | +3.0% | 1.20% | $10.8M | $183.22 |
| 2022 Q4 | ADDED | 57,186 | +50,003 | +696.1% | 1.19% | $9.7M | $169.64 |
| 2022 Q3 | REDUCED | 7,183 | -37,066 | -83.8% | 1.00% | $7.2M | $154.67 |
As of 2025 Q4 — sorted by position size