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FourThought Financial’s SPDR Gold Trust GLD Stock Holding History

FourThought Financial’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
2022
Q3 		$405K Buy
2,621
+735
+39% +$118K 0.06% 206
2022
Q2 		$318K Buy
1,886
+200
+12% +$34.9K 0.05% 254
2022
Q1 		$305K Sell
1,686
-200
-11% -$35.1K 0.04% 271
2021
Q4 		$322K Sell
1,886
-235
-11% -$39.5K 0.04% 264
2021
Q3 		$348K Buy
2,121
+100
+5% +$16.7K 0.05% 255
2021
Q2 		$334K Buy
2,021
+502
+33% +$85.3K 0.04% 271
2021
Q1 		$242K Buy
1,519
+444
+41% +$74.6K 0.04% 323
2020
Q4 		$191K Buy
+1,075
New +$189K 0.03% 348

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

FourThought Financial's GLD Position: Q3 2022 in Review

FourThought Financial increased its SPDR Gold Trust (GLD) stake by 39% in Q3 2022, buying an estimated $118K and bringing the position to 2,621 shares worth $405K. The position accounts for 0.06% of the portfolio, ranked #206.

FourThought Financial first reported a position in GLD in Q4 2020 and has held it in 8 quarters since. 1,756 funds tracked by Wall St. Rank hold GLD as of Q3 2022.

  • FourThought Financial held 2,621 shares of SPDR Gold Trust worth $405K as of Q3 2022.
  • FourThought Financial bought 735 SPDR Gold Trust shares in Q3 2022, an estimated $118K.
  • SPDR Gold Trust made up 0.06% of FourThought Financial's portfolio in Q3 2022, its #206 holding.
  • FourThought Financial first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 8 quarters since.
  • 1,756 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.