AXS Investments’s SPDR Gold Trust GLD Stock Holding History

AXS Investments’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
2021 Q4	–	Sell	-20,936	Closed	-$3.44M	–	198
2021 Q3	$3.44M	Buy	+20,936	New	+$3.5M	1.29%	14

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

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

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

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

AXS Investments's GLD Position: Q4 2021 in Review

AXS Investments sold out of SPDR Gold Trust (GLD) in Q4 2021, closing a stake of 20,936 shares — an estimated $3.44M sold.

AXS Investments first reported a position in GLD in Q3 2021 and held it in 1 quarter. The position peaked at $3.44M in Q3 2021. 1,776 funds tracked by Wall St. Rank hold GLD as of Q4 2021.

AXS Investments reported no remaining SPDR Gold Trust position as of Q4 2021 after selling out during the quarter.
AXS Investments sold 20,936 SPDR Gold Trust shares in Q4 2021, an estimated $3.44M.
AXS Investments first reported a position in SPDR Gold Trust in Q3 2021 and held it in 1 quarter.
AXS Investments's SPDR Gold Trust position peaked at $3.44M in Q3 2021.
1,776 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2021.

Based on AXS Investments's 13F filing for Q4 2021, filed 9 Feb 2022.