Financial Synergies Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Financial Synergies Wealth Advisors’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 Q2	–	Sell	-118	Closed	-$24.3K	–	217
2024 Q1	$24.3K	Sell	118 -8	-6%	-$1.53K	﹤0.01%	177
2023 Q4	$21.4K	Buy	126 +8	+7%	+$1.47K	﹤0.01%	138
2023 Q3	$20.2K	Hold	118	–	–	﹤0.01%	173
2023 Q2	$21K	Hold	118	–	–	﹤0.01%	162
2023 Q1	$21.6K	Sell	118 -8	-6%	-$1.41K	﹤0.01%	166
2022 Q4	$21.4K	Hold	126	–	–	﹤0.01%	138
2022 Q3	$19.5K	Hold	126	–	–	﹤0.01%	127
2022 Q2	$21.2K	Buy	+126	New	+$22K	﹤0.01%	134
2020 Q4	–	Sell	-2,163	Closed	-$383K	–	59
2020 Q3	$383K	Buy	2,163 +612	+39%	+$110K	0.1%	49
2020 Q2	$260K	Sell	1,551 -1,365	-47%	-$220K	0.09%	49
2020 Q1	$432K	Buy	+2,916	New	+$434K	0.25%	21

Other funds holding GLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Financial Synergies Wealth Advisors's GLD Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of SPDR Gold Trust (GLD) in Q2 2024, closing a stake of 118 shares — an estimated $24.3K sold.

Financial Synergies Wealth Advisors first reported a position in GLD in Q1 2020 and held it in 11 quarters. The position peaked at $432K in Q1 2020. 2,104 funds tracked by Wall St. Rank hold GLD as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining SPDR Gold Trust position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 118 SPDR Gold Trust shares in Q2 2024, an estimated $24.3K.
Financial Synergies Wealth Advisors first reported a position in SPDR Gold Trust in Q1 2020 and held it in 11 quarters.
Financial Synergies Wealth Advisors's SPDR Gold Trust position peaked at $432K in Q1 2020.
2,104 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.