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Cypress Point Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Cypress Point 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
-22,684
Closed -$3.89M – 56
2023
Q3 		$3.89M Buy
+22,684
New +$4.06M 3.42% 4
2021
Q3 		– Sell
-1,828
Closed -$303K – 177
2021
Q2 		$303K Buy
1,828
+600
+49% +$102K 0.22% 26
2021
Q1 		$196K Hold
1,228
– – 0.2% 25
2020
Q4 		$219K Buy
+1,228
New +$216K 0.33% 82

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Cypress Point Wealth Management's GLD Position: Q4 2023 in Review

Cypress Point Wealth Management sold out of SPDR Gold Trust (GLD) in Q4 2023, closing a stake of 22,684 shares — an estimated $3.89M sold.

Cypress Point Wealth Management first reported a position in GLD in Q4 2020 and held it in 4 quarters. The position peaked at $3.89M in Q3 2023. 2,025 funds tracked by Wall St. Rank hold GLD as of Q4 2023.

  • Cypress Point Wealth Management reported no remaining SPDR Gold Trust position as of Q4 2023 after selling out during the quarter.
  • Cypress Point Wealth Management sold 22,684 SPDR Gold Trust shares in Q4 2023, an estimated $3.89M.
  • Cypress Point Wealth Management first reported a position in SPDR Gold Trust in Q4 2020 and held it in 4 quarters.
  • Cypress Point Wealth Management's SPDR Gold Trust position peaked at $3.89M in Q3 2023.
  • 2,025 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2023.

Based on Cypress Point Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.