CV Advisors’s SPDR Gold Trust GLD Stock Holding History

CV Advisors’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
2022 Q1	–	Sell	-1,360	Closed	-$233K	–	31
2021 Q4	$233K	Buy	+1,360	New	+$228K	0.13%	31

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

CV Advisors's GLD Position: Q1 2022 in Review

CV Advisors sold out of SPDR Gold Trust (GLD) in Q1 2022, closing a stake of 1,360 shares — an estimated $233K sold.

CV Advisors first reported a position in GLD in Q4 2021 and held it in 1 quarter. The position peaked at $233K in Q4 2021. 1,881 funds tracked by Wall St. Rank hold GLD as of Q1 2022.

CV Advisors reported no remaining SPDR Gold Trust position as of Q1 2022 after selling out during the quarter.
CV Advisors sold 1,360 SPDR Gold Trust shares in Q1 2022, an estimated $233K.
CV Advisors first reported a position in SPDR Gold Trust in Q4 2021 and held it in 1 quarter.
CV Advisors's SPDR Gold Trust position peaked at $233K in Q4 2021.
1,881 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2022.

Based on CV Advisors's 13F filing for Q1 2022, filed 12 May 2022.