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Forbes Financial Planning’s SPDR Gold Trust GLD Stock Holding History

Forbes Financial Planning’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
-2,579
Closed -$202K – 30
2023
Q4 		$202K Buy
+2,579
New +$473K 0.19% 29
2022
Q1 		– Sell
-6,820
Closed -$1.16M – 32
2021
Q4 		$1.16M Buy
+6,820
New +$1.14M 1.15% 20

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 $59.9B AUM 27.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Forbes Financial Planning's GLD Position: Q1 2024 in Review

Forbes Financial Planning sold out of SPDR Gold Trust (GLD) in Q1 2024, closing a stake of 2,579 shares — an estimated $202K sold.

Forbes Financial Planning first reported a position in GLD in Q4 2021 and held it in 2 quarters. The position peaked at $1.16M in Q4 2021. 2,071 funds tracked by Wall St. Rank hold GLD as of Q1 2024.

  • Forbes Financial Planning reported no remaining SPDR Gold Trust position as of Q1 2024 after selling out during the quarter.
  • Forbes Financial Planning sold 2,579 SPDR Gold Trust shares in Q1 2024, an estimated $202K.
  • Forbes Financial Planning first reported a position in SPDR Gold Trust in Q4 2021 and held it in 2 quarters.
  • Forbes Financial Planning's SPDR Gold Trust position peaked at $1.16M in Q4 2021.
  • 2,071 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2024.

Based on Forbes Financial Planning's 13F filing for Q1 2024, filed 30 Apr 2024.