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ACG Wealth’s SPDR Gold Trust GLD Stock Holding History

ACG Wealth’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
2019
Q3 		– Sell
-600
Closed -$80K – 347
2019
Q2 		$80K Buy
+600
New +$74.2K 0.01% 334

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

ACG Wealth's GLD Position: Q3 2022 in Review

ACG Wealth reduced its SPDR Gold Trust (GLD) stake by 16% in Q3 2022, selling an estimated $115K and leaving 3,821 shares worth $591K. The position accounts for 0.14% of the portfolio, ranked #151.

ACG Wealth first reported a position in GLD in Q2 2013 and has held it in 37 quarters since. The position peaked at $4.29M in Q3 2014. 1,756 funds tracked by Wall St. Rank hold GLD as of Q3 2022.

  • ACG Wealth held 3,821 shares of SPDR Gold Trust worth $591K as of Q3 2022.
  • ACG Wealth sold 717 SPDR Gold Trust shares in Q3 2022, an estimated $115K.
  • SPDR Gold Trust made up 0.14% of ACG Wealth's portfolio in Q3 2022, its #151 holding.
  • ACG Wealth first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 37 quarters since.
  • ACG Wealth's SPDR Gold Trust position peaked at $4.29M in Q3 2014.
  • 1,756 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.