Empire Life Investments’s SPDR Gold Trust GLD Stock Holding History

Empire Life Investments’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 Q4	–	Sell	-1,955	Closed	-$302K	–	99
2022 Q3	$302K	Hold	1,955	–	–	0.02%	91
2022 Q2	$329K	Buy	1,955 +955	+96%	+$167K	0.02%	93
2022 Q1	$181K	Buy	+1,000	New	+$175K	0.01%	96
2020 Q3	–	Sell	-795	Closed	-$133K	–	103
2020 Q2	$133K	Sell	795 -1,586	-67%	-$256K	0.01%	91
2020 Q1	$353K	Buy	+2,381	New	+$355K	0.03%	97
2019 Q3	–	Sell	-9,984	Closed	-$1.33M	–	94
2019 Q2	$1.33M	Sell	9,984 -11,208	-53%	-$1.39M	0.11%	79
2019 Q1	$2.59M	Sell	21,192 -5,298	-20%	-$653K	0.22%	69
2018 Q4	$3.21M	Buy	26,490 +2,222	+9%	+$258K	0.29%	70
2018 Q3	$2.74M	Buy	24,268 +3,047	+14%	+$350K	0.21%	78
2018 Q2	$2.52M	Buy	21,221 +3,494	+20%	+$433K	0.18%	82
2018 Q1	$2.23M	Buy	+17,727	New	+$2.24M	0.16%	86

Other funds holding GLD

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 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

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

Empire Life Investments's GLD Position: Q4 2022 in Review

Empire Life Investments sold out of SPDR Gold Trust (GLD) in Q4 2022, closing a stake of 1,955 shares — an estimated $302K sold.

Empire Life Investments first reported a position in GLD in Q1 2018 and held it in 11 quarters. The position peaked at $3.21M in Q4 2018. 1,831 funds tracked by Wall St. Rank hold GLD as of Q4 2022.

Empire Life Investments reported no remaining SPDR Gold Trust position as of Q4 2022 after selling out during the quarter.
Empire Life Investments sold 1,955 SPDR Gold Trust shares in Q4 2022, an estimated $302K.
Empire Life Investments first reported a position in SPDR Gold Trust in Q1 2018 and held it in 11 quarters.
Empire Life Investments's SPDR Gold Trust position peaked at $3.21M in Q4 2018.
1,831 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2022.

Based on Empire Life Investments's 13F filing for Q4 2022, filed 2 Feb 2023.