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Buckingham Strategic Wealth’s SPDR Gold Trust GLD Stock Holding History

Buckingham Strategic Wealth’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
2021
Q4 		– Sell
-6,000
Closed -$1K – 613
2021
Q3 		$1K Buy
+6,000
New +$1M ﹤0.01% 591

Other funds holding GLD

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Buckingham Strategic Wealth's GLD Position: Q2 2024 in Review

Buckingham Strategic Wealth increased its SPDR Gold Trust (GLD) stake by 1.9% in Q2 2024, buying an estimated $93.7K and bringing the position to 23,751 shares worth $5.11M. The position accounts for 0.05% of the portfolio, ranked #142.

Buckingham Strategic Wealth first reported a position in GLD in Q1 2016 and has held it in 34 quarters since. 2,104 funds tracked by Wall St. Rank hold GLD as of Q2 2024.

  • Buckingham Strategic Wealth held 23,751 shares of SPDR Gold Trust worth $5.11M as of Q2 2024.
  • Buckingham Strategic Wealth bought 433 SPDR Gold Trust shares in Q2 2024, an estimated $93.7K.
  • SPDR Gold Trust made up 0.05% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #142 holding.
  • Buckingham Strategic Wealth first reported a position in SPDR Gold Trust in Q1 2016 and has held it in 34 quarters since.
  • 2,104 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.