Aaron Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Aaron Wealth Advisors’s Portfolio GLD Stock Details GLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-3,000	Closed	-$464K	–	252
2022 Q3	$464K	Sell	3,000 -1,313	-30%	-$211K	0.09%	120
2022 Q2	$726K	Sell	4,313 -1,435	-25%	-$251K	0.18%	75
2022 Q1	$1.04M	Buy	+5,748	New	+$1.01M	0.24%	59

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Aaron Wealth Advisors's GLD Position: Q4 2022 in Review

Aaron Wealth Advisors sold out of SPDR Gold Trust (GLD) in Q4 2022, closing a stake of 3,000 shares — an estimated $464K sold.

Aaron Wealth Advisors first reported a position in GLD in Q1 2022 and held it in 3 quarters. The position peaked at $1.04M in Q1 2022. 1,830 funds tracked by Wall St. Rank hold GLD as of Q4 2022.

Aaron Wealth Advisors reported no remaining SPDR Gold Trust position as of Q4 2022 after selling out during the quarter.
Aaron Wealth Advisors sold 3,000 SPDR Gold Trust shares in Q4 2022, an estimated $464K.
Aaron Wealth Advisors first reported a position in SPDR Gold Trust in Q1 2022 and held it in 3 quarters.
Aaron Wealth Advisors's SPDR Gold Trust position peaked at $1.04M in Q1 2022.
1,830 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2022.

Based on Aaron Wealth Advisors's 13F filing for Q4 2022, filed 24 Jan 2023.