Ownership history in PERSONAL CFO SOLUTIONS, LLC · 24 quarters on record
This page tracks every 13F SEC filing in which PERSONAL CFO SOLUTIONS, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 13,408 | +64 | +0.5% | 0.84% | $5.3M | $396.31 |
| 2025 Q3 | ADDED | 13,344 | +468 | +3.6% | 0.83% | $4.7M | $355.47 |
| 2025 Q2 | ADDED | 12,876 | +718 | +5.9% | 0.73% | $3.9M | $304.83 |
| 2025 Q1 | ADDED | 12,158 | +16 | +0.1% | 0.71% | $3.5M | $288.14 |
| 2024 Q4 | ADDED | 12,142 | +385 | +3.3% | 0.58% | $2.9M | $242.13 |
| 2024 Q3 | ADDED | 11,757 | +379 | +3.3% | 0.40% | $2.9M | $243.06 |
| 2024 Q2 | REDUCED | 11,378 | -53 | -0.5% | 0.38% | $2.4M | $215.01 |
| 2024 Q1 | REDUCED | 11,431 | -352 | -3.0% | 0.37% | $2.4M | $205.72 |
| 2023 Q4 | ADDED | 11,783 | +70 | +0.6% | 0.39% | $2.3M | $191.17 |
| 2023 Q3 | REDUCED | 11,713 | -226 | -1.9% | 0.40% | $2.0M | $171.45 |
As of 2025 Q4 — sorted by position size