GLD SPDR GOLD TR

Ownership history in WEALTHGARDEN F.S. LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which WEALTHGARDEN F.S. 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.

Peak position
1.63% (2025 Q4)
Avg. % of fund
1.25%
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 5,332 +100 +1.9% 1.63% $2.5M $396.31
2025 Q3 ADDED 5,232 +101 +2.0% 1.50% $2.1M $355.47
2025 Q2 ADDED 5,131 +125 +2.5% 1.29% $1.6M $304.83
2025 Q1 ADDED 5,006 +375 +8.1% 1.39% $1.4M $288.14
2024 Q4 REDUCED 4,631 -38,120 -89.2% 1.05% $1.1M $242.13
2024 Q3 ADDED 42,751 +37,319 +687.0% 0.63% $10.4M $243.06
2024 Q2 INITIATED 5,432 1.23% $1.2M
% of Fund (quarterly)    GLD price (monthly, adj. close)
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