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Catalyst Financial Partners’s SPDR Gold Trust GLD Stock Holding History

Catalyst Financial 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
2024
Q2 		– Sell
-1,308
Closed -$287K – 250
2024
Q1 		$287K Sell
1,308
-90
-6% -$17.3K 0.07% 177
2023
Q4 		$267K Buy
1,398
+178
+15% +$32.6K 0.08% 176
2023
Q3 		$209K Buy
+1,220
New +$218K 0.07% 197

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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

Catalyst Financial Partners's GLD Position: Q2 2024 in Review

Catalyst Financial Partners sold out of SPDR Gold Trust (GLD) in Q2 2024, closing a stake of 1,308 shares — an estimated $287K sold.

Catalyst Financial Partners first reported a position in GLD in Q3 2023 and held it in 3 quarters. The position peaked at $287K in Q1 2024. 2,104 funds tracked by Wall St. Rank hold GLD as of Q2 2024.

  • Catalyst Financial Partners reported no remaining SPDR Gold Trust position as of Q2 2024 after selling out during the quarter.
  • Catalyst Financial Partners sold 1,308 SPDR Gold Trust shares in Q2 2024, an estimated $287K.
  • Catalyst Financial Partners first reported a position in SPDR Gold Trust in Q3 2023 and held it in 3 quarters.
  • Catalyst Financial Partners's SPDR Gold Trust position peaked at $287K in Q1 2024.
  • 2,104 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2024.

Based on Catalyst Financial Partners's 13F filing for Q2 2024, filed 25 Jul 2024.