De Burlo Group’s SPDR Gold Trust GLD Stock Holding History

De Burlo 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
2022 Q4	–	Sell	-120	Closed	-$18.6K	–	123
2022 Q3	$18.6K	Buy	+120	New	+$19.3K	﹤0.01%	131
2022 Q2	–	Sell	-100	Closed	-$18.1K	–	136
2022 Q1	$18.1K	Buy	+100	New	+$17.5K	﹤0.01%	134

Other funds holding GLD

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

De Burlo Group's GLD Position: Q4 2022 in Review

De Burlo Group sold out of SPDR Gold Trust (GLD) in Q4 2022, closing a stake of 120 shares — an estimated $18.6K sold.

De Burlo Group first reported a position in GLD in Q1 2022 and held it in 2 quarters. The position peaked at $18.6K in Q3 2022. 1,831 funds tracked by Wall St. Rank hold GLD as of Q4 2022.

De Burlo Group reported no remaining SPDR Gold Trust position as of Q4 2022 after selling out during the quarter.
De Burlo Group sold 120 SPDR Gold Trust shares in Q4 2022, an estimated $18.6K.
De Burlo Group first reported a position in SPDR Gold Trust in Q1 2022 and held it in 2 quarters.
De Burlo Group's SPDR Gold Trust position peaked at $18.6K in Q3 2022.
1,831 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2022.

Based on De Burlo Group's 13F filing for Q4 2022, filed 14 Feb 2023.