First Personal Financial Services’s SPDR Gold Trust GLD Stock Holding History

First Personal Financial Services’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 Q1	–	Sell	-130	Closed	-$24.9K	–	387
2023 Q4	$24.9K	Buy	+130	New	+$23.8K	0.01%	247
2019 Q1	–	Sell	-243	Closed	-$29K	–	684
2018 Q4	$29K	Buy	+243	New	+$28.2K	0.01%	330
2018 Q3	–	Sell	-4,100	Closed	-$486K	–	680
2018 Q2	$486K	Hold	4,100	–	–	0.16%	120
2018 Q1	$516K	Buy	4,100 +2,225	+119%	+$281K	0.11%	145
2017 Q4	$232K	Buy	+1,875	New	+$227K	0.05%	222
2016 Q4	–	Sell	-329	Closed	-$41K	–	922
2016 Q3	$41K	Sell	329 -337	-51%	-$42.9K	0.01%	311
2016 Q2	$84K	Buy	+666	New	+$80.1K	0.03%	209

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

First Personal Financial Services's GLD Position: Q1 2024 in Review

First Personal Financial Services sold out of SPDR Gold Trust (GLD) in Q1 2024, closing a stake of 130 shares — an estimated $24.9K sold.

First Personal Financial Services first reported a position in GLD in Q2 2016 and held it in 7 quarters. The position peaked at $516K in Q1 2018. 2,070 funds tracked by Wall St. Rank hold GLD as of Q1 2024.

First Personal Financial Services reported no remaining SPDR Gold Trust position as of Q1 2024 after selling out during the quarter.
First Personal Financial Services sold 130 SPDR Gold Trust shares in Q1 2024, an estimated $24.9K.
First Personal Financial Services first reported a position in SPDR Gold Trust in Q2 2016 and held it in 7 quarters.
First Personal Financial Services's SPDR Gold Trust position peaked at $516K in Q1 2018.
2,070 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2024.

Based on First Personal Financial Services's 13F filing for Q1 2024, filed 26 Apr 2024.