Doyle Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Doyle 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
2022 Q2	–	Sell	-1,329	Closed	-$240K	–	223
2022 Q1	$240K	Buy	1,329 +26	+2%	+$4.56K	0.02%	217
2021 Q4	$223K	Buy	1,303 +66	+5%	+$11.1K	0.02%	217
2021 Q3	$203K	Sell	1,237 -510	-29%	-$85.4K	0.02%	218
2021 Q2	$289K	Buy	+1,747	New	+$297K	0.02%	183
2021 Q1	–	Sell	-1,202	Closed	-$214K	–	217
2020 Q4	$214K	Sell	1,202 -59	-5%	-$10.4K	0.02%	199
2020 Q3	$223K	Buy	+1,261	New	+$227K	0.03%	170
2019 Q3	–	Sell	-629	Closed	-$84K	–	403
2019 Q2	$84K	Buy	+629	New	+$77.7K	0.01%	285
2019 Q1	–	Sell	-773	Closed	-$94K	–	388
2018 Q4	$94K	Buy	+773	New	+$89.8K	0.02%	265

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

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

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

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

Doyle Wealth Management's GLD Position: Q2 2022 in Review

Doyle Wealth Management sold out of SPDR Gold Trust (GLD) in Q2 2022, closing a stake of 1,329 shares — an estimated $240K sold.

Doyle Wealth Management first reported a position in GLD in Q4 2018 and held it in 8 quarters. The position peaked at $289K in Q2 2021. 1,870 funds tracked by Wall St. Rank hold GLD as of Q2 2022.

Doyle Wealth Management reported no remaining SPDR Gold Trust position as of Q2 2022 after selling out during the quarter.
Doyle Wealth Management sold 1,329 SPDR Gold Trust shares in Q2 2022, an estimated $240K.
Doyle Wealth Management first reported a position in SPDR Gold Trust in Q4 2018 and held it in 8 quarters.
Doyle Wealth Management's SPDR Gold Trust position peaked at $289K in Q2 2021.
1,870 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.