GLD — SPDR GOLD TR

Ownership history in Marks Wealth, LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which Marks Wealth, LLC reported a position in SPDR GOLD TR (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
17.9% (2023 Q4)
Avg. % of fund
7.17%
First filed
2020 Q4
Last filed
2025 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 34,500 -27,524 -44.4% 3.79% $12.3M $355.47
2024 Q3 REDUCED 62,024 -112,159 -64.4% 6.47% $15.1M $243.06
2023 Q4 ADDED 174,183 +165,878 +1997.3% 17.90% $33.3M $191.17
2020 Q4 INITIATED 8,305 — — 0.51% $1.5M $178.36
% of Fund (quarterly)    GLD price (monthly, adj. close)

Other funds also holding GLD

As of 2025 Q4 — sorted by position size

CAXTON CORP 3Y 7Y 64.5% LMR Partners LLP 3Y 7Y 58.66% Price Capital Management, Inc. 3Y 7Y 43.52% Gruss & Co., LLC 3Y 7Y 42.7% Castle Hook Partners LP 3Y 7Y 35.03% Sagil Capital LLP 3Y 7Y 34.64% Bleichroeder LP 3Y 33.12% Walser Wealth Management Company, A Ltd Liability Co 28.14% VISTA FINANCE, LLC 3Y 24.23% BRIGADE CAPITAL MANAGEMENT, LP 3Y 7Y 23.94%
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