FWM
GLD icon

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

FFT 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
-27,385
Closed -$4.68M – 60
2021
Q4 		$4.68M Sell
27,385
-11,517
-30% -$1.93M 0.42% 25
2021
Q3 		$6.39M Hold
38,902
– – 0.6% 26
2021
Q2 		$6.44M Buy
+38,902
New +$6.61M 1.44% 13

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

FFT Wealth Management sold out of SPDR Gold Trust (GLD) in Q1 2022, closing a stake of 27,385 shares — an estimated $4.68M sold.

FFT Wealth Management first reported a position in GLD in Q2 2021 and held it in 3 quarters. The position peaked at $6.44M in Q2 2021. 1,880 funds tracked by Wall St. Rank hold GLD as of Q1 2022.

  • FFT Wealth Management reported no remaining SPDR Gold Trust position as of Q1 2022 after selling out during the quarter.
  • FFT Wealth Management sold 27,385 SPDR Gold Trust shares in Q1 2022, an estimated $4.68M.
  • FFT Wealth Management first reported a position in SPDR Gold Trust in Q2 2021 and held it in 3 quarters.
  • FFT Wealth Management's SPDR Gold Trust position peaked at $6.44M in Q2 2021.
  • 1,880 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2022.

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