GLD SPDR Gold TR Gold

Ownership history in GRAYBILL WEALTH MANAGEMENT, LTD.  ·  50 quarters on record

This page tracks every 13F SEC filing in which GRAYBILL WEALTH MANAGEMENT, LTD. reported a position in SPDR Gold TR Gold (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
3.93% (2025 Q1)
Avg. % of fund
1.09%
First filed
2013 Q2
Last filed
2025 Q4
Quarters held
50
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 32,432 -27 -0.1% 3.79% $12.9M $396.31
2025 Q3 ADDED 32,459 +256 +0.8% 3.55% $11.5M $355.47
2025 Q2 REDUCED 32,203 -7,559 -19.0% 3.21% $9.8M $304.83
2025 Q1 ADDED 39,762 +668 +1.7% 3.93% $11.5M $288.14
46 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    GLD price (monthly, adj. close)
← Back to GRAYBILL WEALTH MANAGEMENT, LTD. Holdings