EWM
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Executive Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Executive 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
2024
Q4 		$13.1M Sell
54,019
-638
-1% -$157K 1.02% 24
2024
Q3 		$13.3M Sell
54,657
-525
-1% -$120K 1.04% 23
2024
Q2 		$11.9M Buy
55,182
+9
+0% +$1.95K 2.18% 13
2024
Q1 		$11.5M Buy
55,173
+168
+0.3% +$32.2K 1.01% 22
2023
Q4 		$10.5M Buy
55,005
+2,039
+4% +$374K 0.99% 26
2023
Q3 		$9.08M Sell
52,966
-5,075
-9% -$907K 0.94% 30
2023
Q2 		$10.3M Sell
58,041
-880
-1% -$162K 1.07% 21
2023
Q1 		$10.8M Buy
58,921
+1,735
+3% +$305K 1.2% 19
2022
Q4 		$9.7M Buy
57,186
+50,003
+696% +$8.05M 1.19% 21
2022
Q3 		$7.18K Sell
7,183
-37,066
-84% -$5.96M 1% 23
2022
Q2 		$7.45M Buy
44,249
+8,073
+22% +$1.41M 1% 25
2022
Q1 		$6.54M Buy
36,176
+4,338
+14% +$761K 0.71% 50
2021
Q4 		$5.44M Buy
31,838
+2,544
+9% +$427K 0.54% 61
2021
Q3 		$4.81M Sell
29,294
-22
-0.1% -$3.68K 0.53% 64
2021
Q2 		$4.86M Buy
29,316
+2,493
+9% +$424K 0.53% 63
2021
Q1 		$4.29M Buy
26,823
+934
+4% +$157K 0.5% 64
2020
Q4 		$4.62M Buy
25,889
+10,680
+70% +$1.88M 0.57% 52
2020
Q3 		$2.69M Buy
15,209
+2,855
+23% +$513K 0.37% 61
2020
Q2 		$2.07M Buy
12,354
+8,113
+191% +$1.31M 0.31% 58
2020
Q1 		$627K Buy
4,241
+153
+4% +$22.8K 0.11% 93
2019
Q4 		$584K Sell
4,088
-30
-0.7% -$4.19K 0.08% 111
2019
Q3 		$571K Buy
4,118
+302
+8% +$42K 0.09% 97
2019
Q2 		$508K Sell
3,816
-190
-5% -$23.5K 0.07% 125
2019
Q1 		$489K Sell
4,006
-516
-11% -$63.6K 0.09% 112
2018
Q4 		$548K Buy
+4,522
New +$525K 0.1% 102

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

Executive Wealth Management's GLD Position: Q4 2024 in Review

Executive Wealth Management reduced its SPDR Gold Trust (GLD) stake by 1.2% in Q4 2024, selling an estimated $157K and leaving 54,019 shares worth $13.1M. The position accounts for 1.02% of the portfolio, ranked #24.

Executive Wealth Management first reported a position in GLD in Q4 2018 and has held it in 25 quarters since. The position peaked at $13.3M in Q3 2024. 2,416 funds tracked by Wall St. Rank hold GLD as of Q4 2024.

  • Executive Wealth Management held 54,019 shares of SPDR Gold Trust worth $13.1M as of Q4 2024.
  • Executive Wealth Management sold 638 SPDR Gold Trust shares in Q4 2024, an estimated $157K.
  • SPDR Gold Trust made up 1.02% of Executive Wealth Management's portfolio in Q4 2024, its #24 holding.
  • Executive Wealth Management first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 25 quarters since.
  • Executive Wealth Management's SPDR Gold Trust position peaked at $13.3M in Q3 2024.
  • 2,416 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.