Coury Firm Asset Management’s SPDR Gold Trust GLD Stock Holding History

Coury Firm Asset Management’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 Q3	$326K	Sell	1,900 -309	-14%	-$55.3K	0.52%	25
2023 Q2	$394K	Hold	2,209	–	–	0.57%	25
2023 Q1	$405K	Buy	+2,209	New	+$389K	0.57%	29
2022 Q2	–	Sell	-2,766	Closed	-$500K	–	51
2022 Q1	$500K	Sell	2,766 -8,944	-76%	-$1.57M	0.43%	30
2021 Q4	$2M	Buy	+11,710	New	+$1.97M	1.52%	10

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

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Coury Firm Asset Management's GLD Position: Q3 2023 in Review

Coury Firm Asset Management reduced its SPDR Gold Trust (GLD) stake by 14% in Q3 2023, selling an estimated $55.3K and leaving 1,900 shares worth $326K. The position accounts for 0.52% of the portfolio, ranked #25.

Coury Firm Asset Management first reported a position in GLD in Q4 2021 and has held it in 5 quarters since. The position peaked at $2M in Q4 2021. 1,849 funds tracked by Wall St. Rank hold GLD as of Q3 2023.

Coury Firm Asset Management held 1,900 shares of SPDR Gold Trust worth $326K as of Q3 2023.
Coury Firm Asset Management sold 309 SPDR Gold Trust shares in Q3 2023, an estimated $55.3K.
SPDR Gold Trust made up 0.52% of Coury Firm Asset Management's portfolio in Q3 2023, its #25 holding.
Coury Firm Asset Management first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 5 quarters since.
Coury Firm Asset Management's SPDR Gold Trust position peaked at $2M in Q4 2021.
1,849 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2023.

Based on Coury Firm Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.