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Clearwater Capital Advisors’s SPDR Gold Trust GLD Stock Holding History

Clearwater Capital Advisors’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
-984
Closed -$202K – 158
2024
Q1 		$202K Buy
+984
New +$189K 0.02% 152
2018
Q2 		– Sell
-850
Closed -$107K – 328
2018
Q1 		$107K Buy
+850
New +$107K 0.02% 227

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

Clearwater Capital Advisors's GLD Position: Q2 2024 in Review

Clearwater Capital Advisors sold out of SPDR Gold Trust (GLD) in Q2 2024, closing a stake of 984 shares — an estimated $202K sold.

Clearwater Capital Advisors first reported a position in GLD in Q1 2018 and held it in 2 quarters. The position peaked at $202K in Q1 2024. 2,104 funds tracked by Wall St. Rank hold GLD as of Q2 2024.

  • Clearwater Capital Advisors reported no remaining SPDR Gold Trust position as of Q2 2024 after selling out during the quarter.
  • Clearwater Capital Advisors sold 984 SPDR Gold Trust shares in Q2 2024, an estimated $202K.
  • Clearwater Capital Advisors first reported a position in SPDR Gold Trust in Q1 2018 and held it in 2 quarters.
  • Clearwater Capital Advisors's SPDR Gold Trust position peaked at $202K in Q1 2024.
  • 2,104 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2024.

Based on Clearwater Capital Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.