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Burleson & Co’s SPDR Gold Trust GLD Stock Holding History

Burleson & Co’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
Q4 		$14.4K Hold
85
– – ﹤0.01% 248
2022
Q3 		$13K Sell
85
-3
-3% -$482 ﹤0.01% 263
2022
Q2 		$15K Buy
88
+3
+4% +$524 ﹤0.01% 245
2022
Q1 		$15K Buy
85
+2
+2% +$351 ﹤0.01% 249
2021
Q4 		$14K Hold
83
– – ﹤0.01% 246
2021
Q3 		$14K Buy
83
+3
+4% +$502 ﹤0.01% 247
2021
Q2 		$13K Sell
80
-370
-82% -$62.9K ﹤0.01% 253
2021
Q1 		$72K Buy
+450
New +$75.6K 0.01% 163

Other funds holding GLD

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Burleson & Co's GLD Position: Q4 2022 in Review

Burleson & Co held its SPDR Gold Trust (GLD) position steady in Q4 2022 at 85 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #248.

Burleson & Co first reported a position in GLD in Q1 2021 and has held it in 8 quarters since. The position peaked at $72K in Q1 2021. 1,831 funds tracked by Wall St. Rank hold GLD as of Q4 2022.

  • Burleson & Co held 85 shares of SPDR Gold Trust worth $14.4K as of Q4 2022.
  • Burleson & Co left its SPDR Gold Trust share count unchanged in Q4 2022.
  • SPDR Gold Trust made up ﹤0.01% of Burleson & Co's portfolio in Q4 2022, its #248 holding.
  • Burleson & Co first reported a position in SPDR Gold Trust in Q1 2021 and has held it in 8 quarters since.
  • Burleson & Co's SPDR Gold Trust position peaked at $72K in Q1 2021.
  • 1,831 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.