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All Season Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

All Season Financial 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
2024
Q3 		$1.32M Buy
+5,445
New +$1.25M 1.13% 28
2024
Q1 		– Sell
-10,928
Closed -$2.09M – 109
2023
Q4 		$2.09M Sell
10,928
-1,017
-9% -$186K 1.78% 18
2023
Q3 		$2.05M Sell
11,945
-3,542
-23% -$633K 2.07% 13
2023
Q2 		$2.76M Buy
15,487
+2,498
+19% +$459K 2.48% 13
2023
Q1 		$2.38M Buy
+12,989
New +$2.29M 2.15% 15

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

All Season Financial Advisors's GLD Position: Q3 2024 in Review

All Season Financial Advisors opened a new position in SPDR Gold Trust (GLD) in Q3 2024: 5,445 shares worth $1.32M. The stake represents 1.13% of the portfolio and ranks #28 among its holdings. This is a return to the name: All Season Financial Advisors previously reported a position in GLD as recently as Q4 2023.

All Season Financial Advisors first reported a position in GLD in Q1 2023 and has held it in 5 quarters since. The position peaked at $2.76M in Q2 2023. 2,208 funds tracked by Wall St. Rank hold GLD as of Q3 2024.

  • All Season Financial Advisors held 5,445 shares of SPDR Gold Trust worth $1.32M as of Q3 2024.
  • SPDR Gold Trust was a new All Season Financial Advisors position in Q3 2024.
  • SPDR Gold Trust made up 1.13% of All Season Financial Advisors's portfolio in Q3 2024, its #28 holding.
  • All Season Financial Advisors first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 5 quarters since.
  • All Season Financial Advisors's SPDR Gold Trust position peaked at $2.76M in Q2 2023.
  • 2,208 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2024.

Based on All Season Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.