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Cedar Brook Financial Partners’s SPDR Gold Trust GLD Stock Holding History

Cedar Brook 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
-1,903
Closed -$391K – 175
2024
Q1 		$391K Sell
1,903
-116
-6% -$22.3K 0.08% 256
2023
Q4 		$379K Buy
2,019
+545
+37% +$99.9K 0.08% 235
2023
Q3 		$253K Sell
1,474
-275
-16% -$49.2K 0.07% 290
2023
Q2 		$312K Buy
1,749
+540
+45% +$99.2K 0.07% 275
2023
Q1 		$222K Buy
+1,209
New +$213K 0.06% 336
2022
Q3 		– Sell
-2,115
Closed -$356K – 358
2022
Q2 		$356K Buy
+2,115
New +$369K 0.11% 209
2020
Q2 		– Sell
-2,430
Closed -$360K – 283
2020
Q1 		$360K Buy
2,430
+18
+0.7% +$2.68K 0.2% 148
2019
Q4 		$345K Sell
2,412
-1,293
-35% -$181K 0.15% 183
2019
Q3 		$515K Sell
3,705
-45
-1% -$6.26K 0.23% 140
2019
Q2 		$500K Buy
3,750
+485
+15% +$59.9K 0.23% 139
2019
Q1 		$398K Sell
3,265
-496
-13% -$61.1K 0.19% 163
2018
Q4 		$456K Buy
+3,761
New +$437K 0.28% 124

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cedar Brook Financial Partners's GLD Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of SPDR Gold Trust (GLD) in Q2 2024, closing a stake of 1,903 shares — an estimated $391K sold.

Cedar Brook Financial Partners first reported a position in GLD in Q4 2018 and held it in 12 quarters. The position peaked at $515K in Q3 2019. 2,104 funds tracked by Wall St. Rank hold GLD as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining SPDR Gold Trust position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 1,903 SPDR Gold Trust shares in Q2 2024, an estimated $391K.
  • Cedar Brook Financial Partners first reported a position in SPDR Gold Trust in Q4 2018 and held it in 12 quarters.
  • Cedar Brook Financial Partners's SPDR Gold Trust position peaked at $515K in Q3 2019.
  • 2,104 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.