Ownership history in Source Financial Advisors LLC · 16 quarters on record
This page tracks every 13F SEC filing in which Source Financial Advisors 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q3 | ADDED | 13,278 | +133 | +1.0% | 0.95% | $3.2M | $243.06 |
| 2024 Q2 | ADDED | 13,145 | +1,059 | +8.8% | 0.87% | $2.8M | $215.01 |
| 2024 Q1 | ADDED | 12,086 | +1,255 | +11.6% | 0.75% | $2.5M | $205.72 |
| 2023 Q4 | ADDED | 10,831 | +168 | +1.6% | 0.64% | $2.1M | $191.17 |
| 2023 Q3 | ADDED | 10,663 | +5,612 | +111.1% | 0.62% | $1.8M | $171.45 |
| 2023 Q2 | REDUCED | 5,051 | -22 | -0.4% | 0.30% | $900K | $178.27 |
| 2023 Q1 | REDUCED | 5,073 | -1,580 | -23.7% | 0.31% | $929K | $183.22 |
| 2022 Q4 | ADDED | 6,653 | +58 | +0.9% | 0.42% | $1.1M | $169.64 |
| 2022 Q3 | ADDED | 6,595 | +18 | +0.3% | 0.40% | $1.0M | $154.67 |
| 2022 Q2 | REDUCED | 6,577 | -3,125 | -32.2% | 0.43% | $1.1M | $168.46 |
As of 2025 Q4 — sorted by position size