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Financial Partners Group (Tennessee)’s SPDR Gold Trust GLD Stock Holding History

Financial Partners Group (Tennessee)’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
2023
Q2 		– Sell
-2,538
Closed -$465K – 79
2023
Q1 		$465K Sell
2,538
-347
-12% -$61.1K 0.24% 56
2022
Q4 		$489K Buy
+2,885
New +$465K 0.29% 54

Other funds holding GLD

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Financial Partners Group (Tennessee)'s GLD Position: Q2 2023 in Review

Financial Partners Group (Tennessee) sold out of SPDR Gold Trust (GLD) in Q2 2023, closing a stake of 2,538 shares — an estimated $465K sold.

Financial Partners Group (Tennessee) first reported a position in GLD in Q4 2022 and held it in 2 quarters. The position peaked at $489K in Q4 2022. 1,902 funds tracked by Wall St. Rank hold GLD as of Q2 2023.

  • Financial Partners Group (Tennessee) reported no remaining SPDR Gold Trust position as of Q2 2023 after selling out during the quarter.
  • Financial Partners Group (Tennessee) sold 2,538 SPDR Gold Trust shares in Q2 2023, an estimated $465K.
  • Financial Partners Group (Tennessee) first reported a position in SPDR Gold Trust in Q4 2022 and held it in 2 quarters.
  • Financial Partners Group (Tennessee)'s SPDR Gold Trust position peaked at $489K in Q4 2022.
  • 1,902 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2023.

Based on Financial Partners Group (Tennessee)'s 13F filing for Q2 2023, filed 10 Aug 2023.