Coulter & Justus Financial Services’s SPDR Gold Trust GLD Stock Holding History

Coulter & Justus Financial Services’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 Q2	–	Sell	-2,155	Closed	-$395K	–	46
2023 Q1	$395K	Hold	2,155	–	–	0.26%	32
2022 Q4	$366K	Hold	2,155	–	–	0.25%	34
2022 Q3	$333K	Hold	2,155	–	–	0.26%	32
2022 Q2	$363K	Buy	+2,155	New	+$376K	0.29%	31
2022 Q1	–	Sell	-2,155	Closed	-$368K	–	32
2021 Q4	$368K	Buy	+2,155	New	+$362K	0.29%	35

Other funds holding GLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Coulter & Justus Financial Services's GLD Position: Q2 2023 in Review

Coulter & Justus Financial Services sold out of SPDR Gold Trust (GLD) in Q2 2023, closing a stake of 2,155 shares — an estimated $395K sold.

Coulter & Justus Financial Services first reported a position in GLD in Q4 2021 and held it in 5 quarters. The position peaked at $395K in Q1 2023. 1,902 funds tracked by Wall St. Rank hold GLD as of Q2 2023.

Coulter & Justus Financial Services reported no remaining SPDR Gold Trust position as of Q2 2023 after selling out during the quarter.
Coulter & Justus Financial Services sold 2,155 SPDR Gold Trust shares in Q2 2023, an estimated $395K.
Coulter & Justus Financial Services first reported a position in SPDR Gold Trust in Q4 2021 and held it in 5 quarters.
Coulter & Justus Financial Services's SPDR Gold Trust position peaked at $395K in Q1 2023.
1,902 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2023.

Based on Coulter & Justus Financial Services's 13F filing for Q2 2023, filed 31 Jul 2023.