Cardinal Point Wealth Management Partners’s SPDR Gold Trust GLD Stock Holding History

Cardinal Point Wealth Management Partners’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
2023 Q1	$741K	Sell	4,043 -114	-3%	-$20.1K	0.23%	41
2022 Q4	$705K	Hold	4,157	–	–	0.24%	35
2022 Q3	$656K	Sell	4,157 -821	-16%	-$132K	0.31%	26
2022 Q2	$839K	Hold	4,978	–	–	0.4%	24
2022 Q1	$899K	Buy	4,978 +100	+2%	+$17.5K	0.4%	25
2021 Q4	$834K	Buy	+4,878	New	+$819K	0.36%	23

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Cardinal Point Wealth Management Partners's GLD Position: Q1 2023 in Review

Cardinal Point Wealth Management Partners reduced its SPDR Gold Trust (GLD) stake by 2.7% in Q1 2023, selling an estimated $20.1K and leaving 4,043 shares worth $741K. The position accounts for 0.23% of the portfolio, ranked #41.

Cardinal Point Wealth Management Partners first reported a position in GLD in Q4 2021 and has held it in 6 quarters since. The position peaked at $899K in Q1 2022. 1,903 funds tracked by Wall St. Rank hold GLD as of Q1 2023.

Cardinal Point Wealth Management Partners held 4,043 shares of SPDR Gold Trust worth $741K as of Q1 2023.
Cardinal Point Wealth Management Partners sold 114 SPDR Gold Trust shares in Q1 2023, an estimated $20.1K.
SPDR Gold Trust made up 0.23% of Cardinal Point Wealth Management Partners's portfolio in Q1 2023, its #41 holding.
Cardinal Point Wealth Management Partners first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 6 quarters since.
Cardinal Point Wealth Management Partners's SPDR Gold Trust position peaked at $899K in Q1 2022.
1,903 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2023.

Based on Cardinal Point Wealth Management Partners's 13F filing for Q1 2023, filed 10 May 2023.