Ownership history in Olde Wealth Management, LLC · 19 quarters on record
This page tracks every 13F SEC filing in which Olde Wealth Management, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 6,906 | +13 | +0.2% | 0.84% | $2.7M | $396.31 |
| 2025 Q3 | ADDED | 6,893 | +127 | +1.9% | 0.81% | $2.6M | $355.47 |
| 2025 Q1 | ADDED | 6,766 | +69 | +1.0% | 0.69% | $1.9M | $288.14 |
| 2024 Q4 | UNCHANGED | 6,697 | — | 0% | 0.58% | $1.6M | $242.13 |
| 2024 Q3 | UNCHANGED | 6,697 | — | 0% | 0.58% | $1.6M | $243.06 |
| 2024 Q2 | REDUCED | 6,697 | -1 | -0.0% | 0.55% | $1.4M | $215.01 |
| 2023 Q4 | REDUCED | 6,698 | -100 | -1.5% | 0.55% | $1.3M | $191.17 |
| 2023 Q3 | ADDED | 6,798 | +98 | +1.5% | 0.56% | $1.2M | $171.45 |
| 2023 Q2 | REDUCED | 6,700 | -301 | -4.3% | 0.56% | $1.2M | $178.27 |
| 2023 Q1 | REDUCED | 7,001 | -25 | -0.4% | 0.64% | $1.3M | $183.22 |
As of 2025 Q4 — sorted by position size