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

BTR 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
2022
Q3 		– Sell
-1,325
Closed -$223K – 164
2022
Q2 		$223K Hold
1,325
– – 0.03% 153
2022
Q1 		$239K Hold
1,325
– – 0.03% 152
2021
Q4 		$227K Buy
+1,325
New +$222K 0.03% 159
2015
Q3 		– Sell
-1,824
Closed -$205K – 173
2015
Q2 		$205K Hold
1,824
– – 0.05% 148
2015
Q1 		$207K Sell
1,824
-125
-6% -$14.6K 0.05% 149
2014
Q4 		$221K Sell
1,949
-410
-17% -$47.3K 0.06% 132
2014
Q3 		$274K Buy
2,359
+124
+6% +$15.3K 0.08% 111
2014
Q2 		$286K Hold
2,235
– – 0.08% 109
2014
Q1 		$276K Buy
2,235
+35
+2% +$4.36K 0.08% 111
2013
Q4 		$255K Sell
2,200
-850
-28% -$104K 0.07% 124
2013
Q3 		$391K Sell
3,050
-400
-12% -$51.4K 0.12% 100
2013
Q2 		$411K Buy
+3,450
New +$473K 0.13% 100

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

BTR Capital Management's GLD Position: Q3 2022 in Review

BTR Capital Management sold out of SPDR Gold Trust (GLD) in Q3 2022, closing a stake of 1,325 shares — an estimated $223K sold.

BTR Capital Management first reported a position in GLD in Q2 2013 and held it in 12 quarters. The position peaked at $411K in Q2 2013. 1,756 funds tracked by Wall St. Rank hold GLD as of Q3 2022.

  • BTR Capital Management reported no remaining SPDR Gold Trust position as of Q3 2022 after selling out during the quarter.
  • BTR Capital Management sold 1,325 SPDR Gold Trust shares in Q3 2022, an estimated $223K.
  • BTR Capital Management first reported a position in SPDR Gold Trust in Q2 2013 and held it in 12 quarters.
  • BTR Capital Management's SPDR Gold Trust position peaked at $411K in Q2 2013.
  • 1,756 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2022.

Based on BTR Capital Management's 13F filing for Q3 2022, filed 12 Oct 2022.