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Benedict Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Benedict 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
Q4 		– Sell
-1,100
Closed -$267K – 126
2024
Q3 		$267K Buy
+1,100
New +$252K 0.06% 117

Other funds holding GLD

Koshinski Asset Management
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Benedict Financial Advisors's GLD Position: Q4 2024 in Review

Benedict Financial Advisors sold out of SPDR Gold Trust (GLD) in Q4 2024, closing a stake of 1,100 shares — an estimated $267K sold.

Benedict Financial Advisors first reported a position in GLD in Q3 2024 and held it in 1 quarter. The position peaked at $267K in Q3 2024. 2,416 funds tracked by Wall St. Rank hold GLD as of Q4 2024.

  • Benedict Financial Advisors reported no remaining SPDR Gold Trust position as of Q4 2024 after selling out during the quarter.
  • Benedict Financial Advisors sold 1,100 SPDR Gold Trust shares in Q4 2024, an estimated $267K.
  • Benedict Financial Advisors first reported a position in SPDR Gold Trust in Q3 2024 and held it in 1 quarter.
  • Benedict Financial Advisors's SPDR Gold Trust position peaked at $267K in Q3 2024.
  • 2,416 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2024.

Based on Benedict Financial Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.