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Brass Tax Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Brass Tax 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
2024
Q3 		– Sell
-34,260
Closed -$7.37M – 215
2024
Q2 		$7.37M Buy
+34,260
New +$7.41M 1.44% 23

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Brass Tax Wealth Management's GLD Position: Q3 2024 in Review

Brass Tax Wealth Management sold out of SPDR Gold Trust (GLD) in Q3 2024, closing a stake of 34,260 shares — an estimated $7.37M sold.

Brass Tax Wealth Management first reported a position in GLD in Q2 2024 and held it in 1 quarter. The position peaked at $7.37M in Q2 2024. 2,213 funds tracked by Wall St. Rank hold GLD as of Q3 2024.

  • Brass Tax Wealth Management reported no remaining SPDR Gold Trust position as of Q3 2024 after selling out during the quarter.
  • Brass Tax Wealth Management sold 34,260 SPDR Gold Trust shares in Q3 2024, an estimated $7.37M.
  • Brass Tax Wealth Management first reported a position in SPDR Gold Trust in Q2 2024 and held it in 1 quarter.
  • Brass Tax Wealth Management's SPDR Gold Trust position peaked at $7.37M in Q2 2024.
  • 2,213 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2024.

Based on Brass Tax Wealth Management's 13F filing for Q3 2024, filed 12 Dec 2024.