GLD SPDR GOLD TRUST

Ownership history in WealthNavi Inc.  ·  28 quarters on record

This page tracks every 13F SEC filing in which WealthNavi Inc. 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.

Peak position
8.54% (2020 Q1)
Avg. % of fund
5.48%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 657,586 -80,402 -10.9% 2.30% $260.6M $396.31
2025 Q3 REDUCED 737,988 -39,729 -5.1% 2.43% $262.3M $355.47
2025 Q2 REDUCED 777,717 -103,089 -11.7% 2.39% $237.1M $304.83
2025 Q1 REDUCED 880,806 -101,992 -10.4% 2.82% $253.8M $288.14
2024 Q4 REDUCED 982,798 -54,940 -5.3% 2.77% $238.0M $242.13
2024 Q3 REDUCED 1,037,738 -165,208 -13.7% 2.89% $252.2M $243.06
2024 Q2 REDUCED 1,202,946 -110,290 -8.4% 3.28% $258.6M $215.01
2024 Q1 REDUCED 1,313,236 -69,132 -5.0% 3.60% $270.2M $205.72
2023 Q4 REDUCED 1,382,368 -72,187 -5.0% 3.83% $264.3M $191.17
2023 Q3 REDUCED 1,454,555 -44,535 -3.0% 4.04% $249.4M $171.45
18 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    GLD price (monthly, adj. close)
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