Divergent Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Divergent Wealth 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
2023 Q1	–	Sell	-1,952	Closed	-$331K	–	30
2022 Q4	$331K	Buy	1,952 +109	+6%	+$17.6K	0.08%	24
2022 Q3	$285K	Buy	+1,843	New	+$296K	0.08%	18
2022 Q1	–	Sell	-5,985	Closed	-$1.02M	–	21
2021 Q4	$1.02M	Buy	+5,985	New	+$1M	0.21%	16
2018 Q3	–	Sell	-398	Closed	-$47K	–	135
2018 Q2	$47K	Hold	398	–	–	0.02%	63
2018 Q1	$50K	Buy	+398	New	+$50.2K	0.02%	62

Other funds holding GLD

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

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

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Divergent Wealth Advisors's GLD Position: Q1 2023 in Review

Divergent Wealth Advisors sold out of SPDR Gold Trust (GLD) in Q1 2023, closing a stake of 1,952 shares — an estimated $331K sold.

Divergent Wealth Advisors first reported a position in GLD in Q1 2018 and held it in 5 quarters. The position peaked at $1.02M in Q4 2021. 1,903 funds tracked by Wall St. Rank hold GLD as of Q1 2023.

Divergent Wealth Advisors reported no remaining SPDR Gold Trust position as of Q1 2023 after selling out during the quarter.
Divergent Wealth Advisors sold 1,952 SPDR Gold Trust shares in Q1 2023, an estimated $331K.
Divergent Wealth Advisors first reported a position in SPDR Gold Trust in Q1 2018 and held it in 5 quarters.
Divergent Wealth Advisors's SPDR Gold Trust position peaked at $1.02M in Q4 2021.
1,903 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2023.

Based on Divergent Wealth Advisors's 13F filing for Q1 2023, filed 24 Apr 2023.