Advanced Research Investment Solutions’s SPDR Gold Trust GLD Stock Holding History

Advanced Research Investment Solutions’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	-209	Closed	-$32K	–	76
2022 Q3	$32K	Hold	209	–	–	0.02%	100
2022 Q2	$35K	Hold	209	–	–	0.02%	51
2022 Q1	$38K	Hold	209	–	–	0.02%	84
2021 Q4	$35K	Sell	209 -239	-53%	-$40.1K	0.01%	100
2021 Q3	$73.6K	Hold	448	–	–	0.04%	67
2021 Q2	$74K	Hold	448	–	–	0.07%	28
2021 Q1	$72K	Hold	448	–	–	0.08%	23
2020 Q4	$80K	Hold	448	–	–	0.12%	17
2020 Q3	$79K	Hold	448	–	–	0.15%	10
2020 Q2	$75K	Hold	448	–	–	0.19%	8
2020 Q1	$66.3K	Hold	448	–	–	0.21%	8
2019 Q4	$64K	Buy	+448	New	+$62.6K	0.5%	10

Other funds holding GLD

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Advanced Research Investment Solutions's GLD Position: Q4 2022 in Review

Advanced Research Investment Solutions sold out of SPDR Gold Trust (GLD) in Q4 2022, closing a stake of 209 shares — an estimated $32K sold.

Advanced Research Investment Solutions first reported a position in GLD in Q4 2019 and held it in 12 quarters. The position peaked at $80K in Q4 2020. 1,831 funds tracked by Wall St. Rank hold GLD as of Q4 2022.

Advanced Research Investment Solutions reported no remaining SPDR Gold Trust position as of Q4 2022 after selling out during the quarter.
Advanced Research Investment Solutions sold 209 SPDR Gold Trust shares in Q4 2022, an estimated $32K.
Advanced Research Investment Solutions first reported a position in SPDR Gold Trust in Q4 2019 and held it in 12 quarters.
Advanced Research Investment Solutions's SPDR Gold Trust position peaked at $80K in Q4 2020.
1,831 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2022.

Based on Advanced Research Investment Solutions's 13F filing for Q4 2022, filed 10 Feb 2023.