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Comprehensive Financial Consultants Institutional’s SPDR Gold Trust GLD Stock Holding History

Comprehensive Financial Consultants Institutional’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 		– Sell
-623
Closed -$109K – 280
2021
Q4 		$109K Buy
+623
New +$105K 0.07% 185

Other funds holding GLD

Morgan Stanley
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's GLD Position: Q1 2022 in Review

Comprehensive Financial Consultants Institutional sold out of SPDR Gold Trust (GLD) in Q1 2022, closing a stake of 623 shares — an estimated $109K sold.

Comprehensive Financial Consultants Institutional first reported a position in GLD in Q4 2021 and held it in 1 quarter. The position peaked at $109K in Q4 2021. 1,880 funds tracked by Wall St. Rank hold GLD as of Q1 2022.

  • Comprehensive Financial Consultants Institutional reported no remaining SPDR Gold Trust position as of Q1 2022 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 623 SPDR Gold Trust shares in Q1 2022, an estimated $109K.
  • Comprehensive Financial Consultants Institutional first reported a position in SPDR Gold Trust in Q4 2021 and held it in 1 quarter.
  • Comprehensive Financial Consultants Institutional's SPDR Gold Trust position peaked at $109K in Q4 2021.
  • 1,880 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2022.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q1 2022, filed 11 May 2022.