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C2C Wealth Management’s SPDR Gold Trust GLD Stock Holding History

C2C 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
Q1 		– Sell
-3,315
Closed -$635K – 92
2023
Q4 		$635K Sell
3,315
-2,269
-41% -$416K 0.54% 47
2023
Q3 		$948K Sell
5,584
-75
-1% -$13.4K 0.13% 82
2023
Q2 		$1.03M Buy
5,659
+1,050
+23% +$193K 0.14% 77
2023
Q1 		$863K Buy
4,609
+226
+5% +$39.8K 0.14% 95
2022
Q4 		$785K Hold
4,383
– – 0.14% 72
2022
Q3 		$704K Hold
4,383
– – 0.14% 79
2022
Q2 		$699K Hold
4,383
– – 0.13% 85
2022
Q1 		$796K Sell
4,383
-226
-5% -$39.6K 0.14% 87
2021
Q4 		$788K Buy
+4,609
New +$774K 0.11% 97

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

C2C Wealth Management's GLD Position: Q1 2024 in Review

C2C Wealth Management sold out of SPDR Gold Trust (GLD) in Q1 2024, closing a stake of 3,315 shares — an estimated $635K sold.

C2C Wealth Management first reported a position in GLD in Q4 2021 and held it in 9 quarters. The position peaked at $1.03M in Q2 2023. 2,070 funds tracked by Wall St. Rank hold GLD as of Q1 2024.

  • C2C Wealth Management reported no remaining SPDR Gold Trust position as of Q1 2024 after selling out during the quarter.
  • C2C Wealth Management sold 3,315 SPDR Gold Trust shares in Q1 2024, an estimated $635K.
  • C2C Wealth Management first reported a position in SPDR Gold Trust in Q4 2021 and held it in 9 quarters.
  • C2C Wealth Management's SPDR Gold Trust position peaked at $1.03M in Q2 2023.
  • 2,070 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2024.

Based on C2C Wealth Management's 13F filing for Q1 2024, filed 29 Apr 2024.