GLD — SPDR GOLD TR

Ownership history in Refined Wealth Management  ·  19 quarters on record

This page tracks every 13F SEC filing in which Refined Wealth Management 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
5.52% (2023 Q1)
Avg. % of fund
4.56%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 16,547 +238 +1.5% 4.41% $6.6M $396.31
2025 Q3 REDUCED 16,309 -480 -2.9% 3.73% $5.8M $355.47
2025 Q2 ADDED 16,789 +2 +0.0% 3.52% $5.1M $304.83
2025 Q1 REDUCED 16,787 -8,342 -33.2% 3.96% $4.8M $288.14
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% 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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