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

Elmwood 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 Q1	–	Sell	-45	Closed	-$8K	–	187
2021 Q4	$8K	Buy	+45	New	+$7.55K	﹤0.01%	298
2021 Q2	$7K	Hold	45	–	–	﹤0.01%	272
2021 Q1	$7K	Buy	+45	New	+$7.56K	﹤0.01%	260
2020 Q3	$8K	Hold	45	–	–	0.01%	193
2020 Q2	$8K	Hold	45	–	–	0.01%	193
2020 Q1	$5.66K	Buy	+45	New	+$6.7K	0.01%	218
2019 Q3	–	Sell	-45	Closed	-$6K	–	264
2019 Q2	$6K	Hold	45	–	–	0.01%	217
2019 Q1	$5K	Hold	45	–	–	﹤0.01%	218
2018 Q4	$5K	Hold	45	–	–	﹤0.01%	222
2018 Q3	$5.07K	Hold	45	–	–	﹤0.01%	234
2018 Q2	$5.34K	Hold	45	–	–	﹤0.01%	224
2018 Q1	$5.66K	Buy	+45	New	+$5.68K	0.01%	218

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Elmwood Wealth Management's GLD Position: Q1 2022 in Review

Elmwood Wealth Management sold out of SPDR Gold Trust (GLD) in Q1 2022, closing a stake of 45 shares — an estimated $8K sold.

Elmwood Wealth Management first reported a position in GLD in Q1 2018 and held it in 12 quarters. The position peaked at $8K in Q4 2021. 1,881 funds tracked by Wall St. Rank hold GLD as of Q1 2022.

Elmwood Wealth Management reported no remaining SPDR Gold Trust position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 45 SPDR Gold Trust shares in Q1 2022, an estimated $8K.
Elmwood Wealth Management first reported a position in SPDR Gold Trust in Q1 2018 and held it in 12 quarters.
Elmwood Wealth Management's SPDR Gold Trust position peaked at $8K in Q4 2021.
1,881 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.