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Consolidated Planning Corp’s SPDR Gold Trust GLD Stock Holding History

Consolidated Planning Corp’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
Q4 		– Sell
-987
Closed -$240K – 204
2024
Q3 		$240K Buy
+987
New +$226K 0.04% 179
2021
Q4 		– Sell
-84
Closed -$14K – 213
2021
Q3 		$14K Buy
+84
New +$14.1K 0.01% 284

Other funds holding GLD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Consolidated Planning Corp's GLD Position: Q4 2024 in Review

Consolidated Planning Corp sold out of SPDR Gold Trust (GLD) in Q4 2024, closing a stake of 987 shares — an estimated $240K sold.

Consolidated Planning Corp first reported a position in GLD in Q3 2021 and held it in 2 quarters. The position peaked at $240K in Q3 2024. 2,416 funds tracked by Wall St. Rank hold GLD as of Q4 2024.

  • Consolidated Planning Corp reported no remaining SPDR Gold Trust position as of Q4 2024 after selling out during the quarter.
  • Consolidated Planning Corp sold 987 SPDR Gold Trust shares in Q4 2024, an estimated $240K.
  • Consolidated Planning Corp first reported a position in SPDR Gold Trust in Q3 2021 and held it in 2 quarters.
  • Consolidated Planning Corp's SPDR Gold Trust position peaked at $240K in Q3 2024.
  • 2,416 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2024.

Based on Consolidated Planning Corp's 13F filing for Q4 2024, filed 29 Jan 2025.