GLD SPDR GOLD TRUST

Ownership history in Jupiter Wealth Management LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Jupiter 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.

Peak position
1.03% (2025 Q4)
Avg. % of fund
0.7%
First filed
2019 Q3
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 5,145 +3,885 +308.3% 1.03% $2.3M $396.31
2025 Q3 ADDED 1,260 +610 +93.8% 0.21% $448K $355.47
2025 Q2 REDUCED 650 -10,350 -94.1% 0.10% $201K $304.83
2020 Q2 UNCHANGED 11,000 0% 0.94% $1.9M $167.37
2020 Q1 UNCHANGED 11,000 0% 1.02% $1.8M $148.05
2019 Q4 UNCHANGED 11,000 0% 0.78% $1.6M $142.90
2019 Q3 INITIATED 11,000 0.82% $1.5M $138.87
% of Fund (quarterly)    GLD price (monthly, adj. close)
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