Curi Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Curi Wealth 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 Q4	–	Sell	-31,349	Closed	-$5.37M	–	164
2023 Q3	$5.37M	Sell	31,349 -941	-3%	-$168K	0.82%	41
2023 Q2	$5.76M	Sell	32,290 -1,929	-6%	-$354K	0.78%	41
2023 Q1	$6.27M	Sell	34,219 -858	-2%	-$151K	0.9%	38
2022 Q4	$5.95M	Sell	35,077 -979	-3%	-$158K	0.83%	39
2022 Q3	$5.58M	Buy	36,056 +35,380	+5,234%	+$5.69M	0.92%	38
2022 Q2	$114K	Hold	676	–	–	0.02%	162
2022 Q1	$122K	Buy	676 +100	+17%	+$17.5K	0.02%	141
2021 Q4	$98K	Buy	+576	New	+$96.7K	0.02%	142
2021 Q1	–	Sell	-576	Closed	-$102K	–	249
2020 Q4	$102K	Buy	+576	New	+$101K	0.07%	112

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

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Curi Wealth Management's GLD Position: Q4 2023 in Review

Curi Wealth Management sold out of SPDR Gold Trust (GLD) in Q4 2023, closing a stake of 31,349 shares — an estimated $5.37M sold.

Curi Wealth Management first reported a position in GLD in Q4 2020 and held it in 9 quarters. The position peaked at $6.27M in Q1 2023. 2,025 funds tracked by Wall St. Rank hold GLD as of Q4 2023.

Curi Wealth Management reported no remaining SPDR Gold Trust position as of Q4 2023 after selling out during the quarter.
Curi Wealth Management sold 31,349 SPDR Gold Trust shares in Q4 2023, an estimated $5.37M.
Curi Wealth Management first reported a position in SPDR Gold Trust in Q4 2020 and held it in 9 quarters.
Curi Wealth Management's SPDR Gold Trust position peaked at $6.27M in Q1 2023.
2,025 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2023.

Based on Curi Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.