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Affiance Financial’s SPDR Gold Trust GLD Stock Holding History

Affiance Financial’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
2023
Q1 		– Sell
-56
Closed -$9.5K – 216
2022
Q4 		$9.5K Buy
+56
New +$9.02K ﹤0.01% 304
2016
Q1 		– Sell
-2,566
Closed -$260K – 93
2015
Q4 		$260K Sell
2,566
-10
-0.4% -$1.06K 0.27% 68
2015
Q3 		$275K Sell
2,576
-2,242
-47% -$242K 0.34% 64
2015
Q2 		$541K Sell
4,818
-1,635
-25% -$187K 0.69% 42
2015
Q1 		$733K Buy
6,453
+365
+6% +$42.7K 1.11% 22
2014
Q4 		$691K Buy
+6,088
New +$703K 1.21% 19

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

Affiance Financial's GLD Position: Q1 2023 in Review

Affiance Financial sold out of SPDR Gold Trust (GLD) in Q1 2023, closing a stake of 56 shares — an estimated $9.5K sold.

Affiance Financial first reported a position in GLD in Q4 2014 and held it in 6 quarters. The position peaked at $733K in Q1 2015. 1,901 funds tracked by Wall St. Rank hold GLD as of Q1 2023.

  • Affiance Financial reported no remaining SPDR Gold Trust position as of Q1 2023 after selling out during the quarter.
  • Affiance Financial sold 56 SPDR Gold Trust shares in Q1 2023, an estimated $9.5K.
  • Affiance Financial first reported a position in SPDR Gold Trust in Q4 2014 and held it in 6 quarters.
  • Affiance Financial's SPDR Gold Trust position peaked at $733K in Q1 2015.
  • 1,901 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2023.

Based on Affiance Financial's 13F filing for Q1 2023, filed 18 Apr 2023.