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Claremont Financial Group’s SPDR Gold Trust GLD Stock Holding History

Claremont Financial Group’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
2022
Q1 		$3.98M Buy
22,057
+21,945
+19,594% +$3.85M 17% 2
2021
Q4 		$3.02K Buy
+112
New +$18.8K 13.16% 2

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Claremont Financial Group's GLD Position: Q1 2022 in Review

Claremont Financial Group increased its SPDR Gold Trust (GLD) stake by 19,594% in Q1 2022, buying an estimated $3.85M and bringing the position to 22,057 shares worth $3.98M. The position accounts for 17% of the portfolio, ranked #2.

Claremont Financial Group first reported a position in GLD in Q4 2021 and has held it in 2 quarters since. 1,881 funds tracked by Wall St. Rank hold GLD as of Q1 2022.

  • Claremont Financial Group held 22,057 shares of SPDR Gold Trust worth $3.98M as of Q1 2022.
  • Claremont Financial Group bought 21,945 SPDR Gold Trust shares in Q1 2022, an estimated $3.85M.
  • SPDR Gold Trust made up 17% of Claremont Financial Group's portfolio in Q1 2022, its #2 holding.
  • Claremont Financial Group first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 2 quarters since.
  • 1,881 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2022.

Based on Claremont Financial Group's 13F filing for Q1 2022, filed 15 Apr 2022.