Ownership history in Flagship Private Wealth, LLC · 18 quarters on record
This page tracks every 13F SEC filing in which Flagship Private Wealth, LLC reported a position in SPDR GOLD TRUST GOLD SHARES (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 | 10,301 | +295 | +2.9% | 1.60% | $4.1M | $396.31 |
| 2025 Q3 | ADDED | 10,006 | +43 | +0.4% | 1.43% | $3.6M | $355.47 |
| 2025 Q2 | ADDED | 9,963 | +13 | +0.1% | 1.56% | $3.0M | $304.83 |
| 2025 Q1 | ADDED | 9,950 | +911 | +10.1% | 1.37% | $2.9M | $288.14 |
| 2024 Q4 | ADDED | 9,039 | +660 | +7.9% | 1.05% | $2.2M | $242.13 |
| 2024 Q3 | ADDED | 8,379 | +2,232 | +36.3% | 1.05% | $2.0M | $243.06 |
| 2024 Q2 | ADDED | 6,147 | +965 | +18.6% | 0.78% | $1.3M | $215.01 |
| 2024 Q1 | UNCHANGED | 5,182 | — | 0% | 0.69% | $1.1M | $205.72 |
| 2023 Q4 | REDUCED | 5,182 | -181 | -3.4% | 0.76% | $991K | $191.17 |
| 2023 Q3 | ADDED | 5,363 | +4 | +0.1% | 0.81% | $919K | $171.45 |
As of 2025 Q4 — sorted by position size