Ownership history in Lee Financial Co · 37 quarters on record
This page tracks every 13F SEC filing in which Lee Financial Co 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) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 76,343 | -1,298 | -1.7% | 4.08% | $30.3M | $396.31 |
| 2025 Q3 | REDUCED | 77,641 | -228 | -0.3% | 3.46% | $27.6M | $355.47 |
| 2025 Q2 | REDUCED | 77,869 | -116 | -0.1% | 3.40% | $23.7M | $304.83 |
| 2025 Q1 | REDUCED | 77,985 | -1,294 | -1.6% | 3.43% | $22.5M | $288.14 |
| 2024 Q4 | REDUCED | 79,279 | -1,116 | -1.4% | 2.70% | $19.2M | $242.13 |
| 2024 Q3 | REDUCED | 80,395 | -4,145 | -4.9% | 2.78% | $19.5M | $243.06 |
| 2024 Q2 | REDUCED | 84,540 | -2,953 | -3.4% | 2.96% | $18.2M | $215.01 |
| 2024 Q1 | REDUCED | 87,493 | -4,693 | -5.1% | 3.00% | $18.0M | $205.72 |
| 2023 Q4 | REDUCED | 92,186 | -3,270 | -3.4% | 3.09% | $17.6M | $191.17 |
| 2023 Q3 | REDUCED | 95,456 | -10,373 | -9.8% | 3.05% | $16.4M | $171.45 |
As of 2025 Q4 — sorted by position size