Disciplined Investments’s SPDR Gold Trust GLD Stock Holding History

Disciplined Investments’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 Q2	–	Sell	-48	Closed	-$8.82K	–	1705
2023 Q1	$8.79K	Buy	48 +28	+140%	+$4.93K	﹤0.01%	358
2022 Q4	$3.39K	Sell	20 -554	-97%	-$89.2K	﹤0.01%	465
2022 Q3	$89K	Hold	574	–	–	0.04%	167
2022 Q2	$97K	Hold	574	–	–	0.04%	166
2022 Q1	$104K	Buy	574 +554	+2,770%	+$97.2K	0.04%	167
2021 Q4	$3K	Hold	20	–	–	﹤0.01%	417
2021 Q3	$3K	Hold	20	–	–	﹤0.01%	371
2021 Q2	$3K	Sell	20 -36	-64%	-$6.12K	﹤0.01%	362
2021 Q1	$9K	Hold	56	–	–	0.01%	262
2020 Q4	$10K	Sell	56 -70	-56%	-$12.3K	0.01%	226
2020 Q3	$22K	Buy	126 +90	+250%	+$16.2K	0.02%	208
2020 Q2	$6K	Hold	36	–	–	﹤0.01%	299
2020 Q1	$5K	Hold	36	–	–	﹤0.01%	317
2019 Q4	$5K	Buy	+36	New	+$5.03K	﹤0.01%	337

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

BlackRock New York $5.72T AUM 30.48% 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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Disciplined Investments's GLD Position: Q2 2023 in Review

Disciplined Investments sold out of SPDR Gold Trust (GLD) in Q2 2023, closing a stake of 48 shares — an estimated $8.82K sold.

Disciplined Investments first reported a position in GLD in Q4 2019 and held it in 14 quarters. The position peaked at $104K in Q1 2022. 1,902 funds tracked by Wall St. Rank hold GLD as of Q2 2023.

Disciplined Investments reported no remaining SPDR Gold Trust position as of Q2 2023 after selling out during the quarter.
Disciplined Investments sold 48 SPDR Gold Trust shares in Q2 2023, an estimated $8.82K.
Disciplined Investments first reported a position in SPDR Gold Trust in Q4 2019 and held it in 14 quarters.
Disciplined Investments's SPDR Gold Trust position peaked at $104K in Q1 2022.
1,902 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2023.

Based on Disciplined Investments's 13F filing for Q2 2023, filed 10 Jul 2023.