Cassady Schiller Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Cassady Schiller 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 Q4	$10.9K	Hold	45	–	–	﹤0.01%	332
2024 Q3	$10.9K	Hold	45	–	–	﹤0.01%	314
2024 Q2	$9.68K	Hold	45	–	–	﹤0.01%	318
2024 Q1	$9.26K	Hold	45	–	–	﹤0.01%	338
2023 Q4	$8.6K	Hold	45	–	–	﹤0.01%	332
2023 Q3	$7.71K	Hold	45	–	–	﹤0.01%	345
2023 Q2	$8.02K	Sell	45 -430	-91%	-$79K	﹤0.01%	355
2023 Q1	$87K	Buy	475 +430	+956%	+$75.7K	0.04%	151
2022 Q4	$7.63K	Buy	+45	New	+$7.25K	﹤0.01%	336
2022 Q1	–	Sell	-475	Closed	-$81K	–	298
2021 Q4	$81K	Buy	+475	New	+$79.7K	0.05%	154

Other funds holding GLD

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

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

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cassady Schiller Wealth Management's GLD Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its SPDR Gold Trust (GLD) position steady in Q4 2024 at 45 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Cassady Schiller Wealth Management first reported a position in GLD in Q4 2021 and has held it in 10 quarters since. The position peaked at $87K in Q1 2023. 2,416 funds tracked by Wall St. Rank hold GLD as of Q4 2024.

Cassady Schiller Wealth Management held 45 shares of SPDR Gold Trust worth $10.9K as of Q4 2024.
Cassady Schiller Wealth Management left its SPDR Gold Trust share count unchanged in Q4 2024.
SPDR Gold Trust made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #332 holding.
Cassady Schiller Wealth Management first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's SPDR Gold Trust position peaked at $87K in Q1 2023.
2,416 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.