Altium Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Altium Wealth Management’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 Q2	$285K	Sell	1,690 -152	-8%	-$26.5K	0.02%	304
2022 Q1	$333K	Hold	1,842	–	–	0.02%	312
2021 Q4	$315K	Sell	1,842 -64	-3%	-$10.7K	0.02%	317
2021 Q3	$313K	Sell	1,906 -93	-5%	-$15.6K	0.02%	310
2021 Q2	$331K	Buy	1,999 +93	+5%	+$15.8K	0.02%	295
2021 Q1	$305K	Hold	1,906	–	–	0.02%	302
2020 Q4	$340K	Sell	1,906 -158	-8%	-$27.8K	0.03%	266
2020 Q3	$366K	Buy	2,064 +846	+69%	+$152K	0.04%	233
2020 Q2	$204K	Buy	+1,218	New	+$196K	0.02%	303
2018 Q2	–	Sell	-1,630	Closed	-$205K	–	271
2018 Q1	$205K	Buy	+1,630	New	+$206K	0.08%	158

Other funds holding GLD

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

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Altium Wealth Management's GLD Position: Q2 2022 in Review

Altium Wealth Management reduced its SPDR Gold Trust (GLD) stake by 8.3% in Q2 2022, selling an estimated $26.5K and leaving 1,690 shares worth $285K. The position accounts for 0.02% of the portfolio, ranked #304.

Altium Wealth Management first reported a position in GLD in Q1 2018 and has held it in 10 quarters since. The position peaked at $366K in Q3 2020. 1,870 funds tracked by Wall St. Rank hold GLD as of Q2 2022.

Altium Wealth Management held 1,690 shares of SPDR Gold Trust worth $285K as of Q2 2022.
Altium Wealth Management sold 152 SPDR Gold Trust shares in Q2 2022, an estimated $26.5K.
SPDR Gold Trust made up 0.02% of Altium Wealth Management's portfolio in Q2 2022, its #304 holding.
Altium Wealth Management first reported a position in SPDR Gold Trust in Q1 2018 and has held it in 10 quarters since.
Altium Wealth Management's SPDR Gold Trust position peaked at $366K in Q3 2020.
1,870 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.