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Edge Capital Group’s SPDR Gold Trust GLD Stock Holding History

Edge Capital 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
2024
Q4 		$4.88M Sell
296
-24,184
-99% -$5.94M 0.22% 87
2024
Q3 		$5.95M Sell
24,480
-282
-1% -$64.6K 0.26% 75
2024
Q2 		$5.32M Buy
24,762
+421
+2% +$91.1K 0.26% 80
2024
Q1 		$5.01M Hold
24,341
– – 0.25% 83
2023
Q4 		$4.65M Buy
24,341
+133
+0.5% +$24.4K 0.26% 81
2023
Q3 		$4.15M Hold
24,208
– – 0.27% 76
2023
Q2 		$4.32M Buy
24,208
+1,520
+7% +$279K 0.25% 88
2023
Q1 		$4.16M Sell
22,688
-11,912
-34% -$2.1M 0.26% 79
2022
Q4 		$5.87M Sell
34,600
-7,580
-18% -$1.22M 0.41% 57
2022
Q3 		$6.52M Buy
42,180
+42,175
+843,500% +$6.78M 0.54% 46
2022
Q2 		$1K Sell
5
-39,298
-100% -$6.86M ﹤0.01% 350
2022
Q1 		$7.1M Buy
39,303
+21,192
+117% +$3.72M 0.49% 46
2021
Q4 		$3.1M Buy
18,111
+15,316
+548% +$2.57M 0.22% 87
2021
Q3 		$458K Hold
2,795
– – 0.04% 193
2021
Q2 		$464K Sell
2,795
-526
-16% -$89.4K 0.04% 194
2021
Q1 		$533K Sell
3,321
-62,550
-95% -$10.5M 0.04% 173
2020
Q4 		$11.9M Buy
+65,871
New +$11.6M 1% 20

Other funds holding GLD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Edge Capital Group's GLD Position: Q4 2024 in Review

Edge Capital Group reduced its SPDR Gold Trust (GLD) stake by 99% in Q4 2024, selling an estimated $5.94M and leaving 296 shares worth $4.88M. The position accounts for 0.22% of the portfolio, ranked #87.

Edge Capital Group first reported a position in GLD in Q4 2020 and has held it in 17 quarters since. The position peaked at $11.9M in Q4 2020. 2,416 funds tracked by Wall St. Rank hold GLD as of Q4 2024.

  • Edge Capital Group held 296 shares of SPDR Gold Trust worth $4.88M as of Q4 2024.
  • Edge Capital Group sold 24,184 SPDR Gold Trust shares in Q4 2024, an estimated $5.94M.
  • SPDR Gold Trust made up 0.22% of Edge Capital Group's portfolio in Q4 2024, its #87 holding.
  • Edge Capital Group first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 17 quarters since.
  • Edge Capital Group's SPDR Gold Trust position peaked at $11.9M in Q4 2020.
  • 2,416 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2024.

Based on Edge Capital Group's 13F filing for Q4 2024, filed 4 Feb 2025.