Clarkston Capital Partners’s SPDR Gold Trust GLD Stock Holding History

Clarkston Capital 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
2022 Q3	–	Sell	-3,000	Closed	-$505K	–	177
2022 Q2	$505K	Hold	3,000	–	–	0.01%	121
2022 Q1	$542K	Hold	3,000	–	–	0.01%	131
2021 Q4	$513K	Hold	3,000	–	–	0.01%	119
2021 Q3	$493K	Hold	3,000	–	–	0.01%	106
2021 Q2	$497K	Sell	3,000 -212	-7%	-$36K	0.01%	103
2021 Q1	$514K	Hold	3,212	–	–	0.01%	104
2020 Q4	$573K	Hold	3,212	–	–	0.01%	83
2020 Q3	$569K	Hold	3,212	–	–	0.02%	73
2020 Q2	$538K	Hold	3,212	–	–	0.02%	68
2020 Q1	$476K	Buy	3,212 +212	+7%	+$31.6K	0.02%	72
2019 Q4	$429K	Hold	3,000	–	–	0.01%	76
2019 Q3	$416K	Hold	3,000	–	–	0.01%	77
2019 Q2	$400K	Hold	3,000	–	–	0.01%	76
2019 Q1	$366K	Hold	3,000	–	–	0.01%	82
2018 Q4	$364K	Hold	3,000	–	–	0.01%	80
2018 Q3	$338K	Hold	3,000	–	–	0.01%	86
2018 Q2	$356K	Buy	3,000 +780	+35%	+$96.6K	0.01%	78
2018 Q1	$279K	Hold	2,220	–	–	0.01%	83
2017 Q4	$275K	Buy	2,220 +400	+22%	+$48.5K	0.01%	87
2017 Q3	$221K	Hold	1,820	–	–	0.01%	90
2017 Q2	$215K	Buy	+1,820	New	+$218K	0.01%	89
2014 Q3	–	Sell	-1,600	Closed	-$205K	–	135
2014 Q2	$205K	Sell	1,600 -150	-9%	-$18.6K	0.04%	127
2014 Q1	$216K	Buy	+1,750	New	+$218K	0.04%	142

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

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Clarkston Capital Partners's GLD Position: Q3 2022 in Review

Clarkston Capital Partners sold out of SPDR Gold Trust (GLD) in Q3 2022, closing a stake of 3,000 shares — an estimated $505K sold.

Clarkston Capital Partners first reported a position in GLD in Q1 2014 and held it in 23 quarters. The position peaked at $573K in Q4 2020. 1,756 funds tracked by Wall St. Rank hold GLD as of Q3 2022.

Clarkston Capital Partners reported no remaining SPDR Gold Trust position as of Q3 2022 after selling out during the quarter.
Clarkston Capital Partners sold 3,000 SPDR Gold Trust shares in Q3 2022, an estimated $505K.
Clarkston Capital Partners first reported a position in SPDR Gold Trust in Q1 2014 and held it in 23 quarters.
Clarkston Capital Partners's SPDR Gold Trust position peaked at $573K in Q4 2020.
1,756 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2022.

Based on Clarkston Capital Partners's 13F filing for Q3 2022, filed 14 Nov 2022.