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. 1,902 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.
  • 1,902 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.