Emerald Advisors’s SPDR Gold Trust GLD Stock Holding History

Emerald 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
2024 Q4	–	Sell	-3,000	Closed	-$754K	–	94
2024 Q3	$754K	Buy	+3,000	New	+$687K	0.11%	48

Other funds holding GLD

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Emerald Advisors's GLD Position: Q4 2024 in Review

Emerald Advisors sold out of SPDR Gold Trust (GLD) in Q4 2024, closing a stake of 3,000 shares — an estimated $754K sold.

Emerald Advisors first reported a position in GLD in Q3 2024 and held it in 1 quarter. The position peaked at $754K in Q3 2024. 2,416 funds tracked by Wall St. Rank hold GLD as of Q4 2024.

Emerald Advisors reported no remaining SPDR Gold Trust position as of Q4 2024 after selling out during the quarter.
Emerald Advisors sold 3,000 SPDR Gold Trust shares in Q4 2024, an estimated $754K.
Emerald Advisors first reported a position in SPDR Gold Trust in Q3 2024 and held it in 1 quarter.
Emerald Advisors's SPDR Gold Trust position peaked at $754K in Q3 2024.
2,416 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2024.

Based on Emerald Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.