GLD — SPDR GOLD SHARES

Ownership history in Sharp Wealth Advisory, LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Sharp Wealth Advisory, LLC reported a position in SPDR GOLD SHARES (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
5.46% (2025 Q4)
Avg. % of fund
4.59%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 27,386 +219 +0.8% 5.46% $10.9M $396.31
2025 Q3 ADDED 27,167 +2,761 +11.3% 5.25% $9.7M $355.47
2025 Q2 ADDED 24,406 +2,195 +9.9% 4.80% $7.4M $304.83
2025 Q1 ADDED 22,211 +196 +0.9% 4.90% $6.4M $288.14
3 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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