Financial Architects (New Jersey)’s SPDR Gold Trust GLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
– Sell
-200
Closed -$27K – 1059
2019
Q2
$27K Buy
+200
New +$24.7K 0.01% 638

Other funds holding GLD

Financial Architects (New Jersey)'s GLD Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its SPDR Gold Trust (GLD) stake by 2.3% in Q2 2023, selling an estimated $158K and leaving 35,997 shares worth $6.42M. The position accounts for 0.97% of the portfolio, ranked #24.

Financial Architects (New Jersey) first reported a position in GLD in Q2 2013 and has held it in 40 quarters since. The position peaked at $6.96M in Q1 2022. 1,901 funds tracked by Wall St. Rank hold GLD as of Q2 2023.

  • Financial Architects (New Jersey) held 35,997 shares of SPDR Gold Trust worth $6.42M as of Q2 2023.
  • Financial Architects (New Jersey) sold 858 SPDR Gold Trust shares in Q2 2023, an estimated $158K.
  • SPDR Gold Trust made up 0.97% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #24 holding.
  • Financial Architects (New Jersey) first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 40 quarters since.
  • Financial Architects (New Jersey)'s SPDR Gold Trust position peaked at $6.96M in Q1 2022.
  • 1,901 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.