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Custom Portfolio Group’s SPDR Gold Trust GLD Stock Holding History

Custom Portfolio Group’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
Q2 		$3.08M Hold
14,429
– – 2.43% 6
2024
Q1 		$2.95M Buy
14,429
+179
+1% +$34.4K 2.43% 6
2023
Q4 		$2.7M Buy
+14,250
New +$2.61M 2.4% 5

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Custom Portfolio Group's GLD Position: Q2 2024 in Review

Custom Portfolio Group held its SPDR Gold Trust (GLD) position steady in Q2 2024 at 14,429 shares worth $3.08M. The position accounts for 2.43% of the portfolio, ranked #6.

Custom Portfolio Group first reported a position in GLD in Q4 2023 and has held it in 3 quarters since. 2,109 funds tracked by Wall St. Rank hold GLD as of Q2 2024.

  • Custom Portfolio Group held 14,429 shares of SPDR Gold Trust worth $3.08M as of Q2 2024.
  • Custom Portfolio Group left its SPDR Gold Trust share count unchanged in Q2 2024.
  • SPDR Gold Trust made up 2.43% of Custom Portfolio Group's portfolio in Q2 2024, its #6 holding.
  • Custom Portfolio Group first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 3 quarters since.
  • 2,109 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.