Clear Perspectives Financial Planning’s SPDR Gold Trust GLD Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	$28.4K	Sell	155 -116	-43%	-$20.4K	0.02%	95
2022 Q4	$46K	Sell	271 -44	-14%	-$7.09K	0.02%	82
2022 Q3	$49K	Hold	315	–	–	0.02%	83
2022 Q2	$53K	Hold	315	–	–	0.02%	84
2022 Q1	$57K	Buy	315 +190	+152%	+$33.3K	0.02%	90
2021 Q4	$21K	Buy	+125	New	+$21K	0.01%	143

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Clear Perspectives Financial Planning's GLD Position: Q1 2023 in Review

Clear Perspectives Financial Planning reduced its SPDR Gold Trust (GLD) stake by 43% in Q1 2023, selling an estimated $20.4K and leaving 155 shares worth $28.4K. The position accounts for 0.02% of the portfolio, ranked #95.

Clear Perspectives Financial Planning first reported a position in GLD in Q4 2021 and has held it in 6 quarters since. The position peaked at $57K in Q1 2022. 1,903 funds tracked by Wall St. Rank hold GLD as of Q1 2023.

Clear Perspectives Financial Planning held 155 shares of SPDR Gold Trust worth $28.4K as of Q1 2023.
Clear Perspectives Financial Planning sold 116 SPDR Gold Trust shares in Q1 2023, an estimated $20.4K.
SPDR Gold Trust made up 0.02% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #95 holding.
Clear Perspectives Financial Planning first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 6 quarters since.
Clear Perspectives Financial Planning's SPDR Gold Trust position peaked at $57K in Q1 2022.
1,903 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.