Beam Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Beam Wealth 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 Q2	–	Sell	-5,846	Closed	-$1.2M	–	113
2024 Q1	$1.2M	Buy	5,846 +873	+18%	+$168K	0.72%	36
2023 Q4	$951K	Sell	4,973 -458	-8%	-$83.9K	0.6%	39
2023 Q3	$931K	Buy	5,431 +384	+8%	+$68.7K	0.66%	37
2023 Q2	$900K	Buy	5,047 +610	+14%	+$112K	0.62%	35
2023 Q1	$813K	Sell	4,437 -17	-0.4%	-$2.99K	0.82%	39
2022 Q4	$756K	Buy	4,454 +382	+9%	+$61.5K	0.79%	41
2022 Q3	$630K	Buy	4,072 +190	+5%	+$30.6K	0.7%	48
2022 Q2	$654K	Buy	+3,882	New	+$678K	0.73%	49
2020 Q2	–	Sell	-1,473	Closed	-$218K	–	144
2020 Q1	$218K	Buy	+1,473	New	+$219K	0.22%	127

Other funds holding GLD

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

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

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

Beam Wealth Advisors's GLD Position: Q2 2024 in Review

Beam Wealth Advisors sold out of SPDR Gold Trust (GLD) in Q2 2024, closing a stake of 5,846 shares — an estimated $1.2M sold.

Beam Wealth Advisors first reported a position in GLD in Q1 2020 and held it in 9 quarters. The position peaked at $1.2M in Q1 2024. 2,104 funds tracked by Wall St. Rank hold GLD as of Q2 2024.

Beam Wealth Advisors reported no remaining SPDR Gold Trust position as of Q2 2024 after selling out during the quarter.
Beam Wealth Advisors sold 5,846 SPDR Gold Trust shares in Q2 2024, an estimated $1.2M.
Beam Wealth Advisors first reported a position in SPDR Gold Trust in Q1 2020 and held it in 9 quarters.
Beam Wealth Advisors's SPDR Gold Trust position peaked at $1.2M in Q1 2024.
2,104 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2024.

Based on Beam Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.