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Beaumont Capital Management’s SPDR Gold Trust GLD Stock Holding History

Beaumont Capital 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
2023
Q3 		– Sell
-5,046
Closed -$900K – 42
2023
Q2 		$900K Buy
+5,046
New +$927K 0.62% 33
2022
Q3 		– Sell
-4,134
Closed -$696K – 39
2022
Q2 		$696K Buy
+4,134
New +$722K 0.57% 23

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Beaumont Capital Management's GLD Position: Q3 2023 in Review

Beaumont Capital Management sold out of SPDR Gold Trust (GLD) in Q3 2023, closing a stake of 5,046 shares — an estimated $900K sold.

Beaumont Capital Management first reported a position in GLD in Q2 2022 and held it in 2 quarters. The position peaked at $900K in Q2 2023. 1,849 funds tracked by Wall St. Rank hold GLD as of Q3 2023.

  • Beaumont Capital Management reported no remaining SPDR Gold Trust position as of Q3 2023 after selling out during the quarter.
  • Beaumont Capital Management sold 5,046 SPDR Gold Trust shares in Q3 2023, an estimated $900K.
  • Beaumont Capital Management first reported a position in SPDR Gold Trust in Q2 2022 and held it in 2 quarters.
  • Beaumont Capital Management's SPDR Gold Trust position peaked at $900K in Q2 2023.
  • 1,849 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2023.

Based on Beaumont Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.