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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

First Eagle Investment Management

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

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors

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

CTC (Chicago Trading Company)

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return