Ford Financial Group’s SPDR Gold Trust GLD Stock Holding History

Ford Financial Group’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 Q1	–	Sell	-3,177	Closed	-$539K	–	36
2022 Q4	$539K	Hold	3,177	–	–	0.21%	73
2022 Q3	$491K	Sell	3,177 -137	-4%	-$22K	0.2%	74
2022 Q2	$558K	Buy	+3,314	New	+$579K	0.23%	65
2022 Q1	–	Sell	-685	Closed	-$117	–	252
2021 Q4	$117	Buy	+685	New	+$115K	0.02%	153
2021 Q3	–	Sell	-252	Closed	-$41K	–	261
2021 Q2	$41K	Buy	+252	New	+$42.8K	0.02%	231
2018 Q1	–	Sell	-185	Closed	-$23K	–	165
2017 Q4	$23K	Buy	+185	New	+$22.4K	0.02%	138

Other funds holding GLD

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Ford Financial Group's GLD Position: Q1 2023 in Review

Ford Financial Group sold out of SPDR Gold Trust (GLD) in Q1 2023, closing a stake of 3,177 shares — an estimated $539K sold.

Ford Financial Group first reported a position in GLD in Q4 2017 and held it in 6 quarters. The position peaked at $558K in Q2 2022. 1,903 funds tracked by Wall St. Rank hold GLD as of Q1 2023.

Ford Financial Group reported no remaining SPDR Gold Trust position as of Q1 2023 after selling out during the quarter.
Ford Financial Group sold 3,177 SPDR Gold Trust shares in Q1 2023, an estimated $539K.
Ford Financial Group first reported a position in SPDR Gold Trust in Q4 2017 and held it in 6 quarters.
Ford Financial Group's SPDR Gold Trust position peaked at $558K in Q2 2022.
1,903 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.