Frank Rimerman Advisors’s SPDR Gold Trust GLD Stock Holding History

Frank Rimerman 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
2022 Q3	–	Sell	-1,689	Closed	-$285K	–	95
2022 Q2	$285K	Hold	1,689	–	–	0.11%	65
2022 Q1	$305K	Hold	1,689	–	–	0.1%	104
2021 Q4	$289K	Sell	1,689 -45	-3%	-$7.55K	0.1%	97
2021 Q3	$285K	Buy	1,734 +45	+3%	+$7.53K	0.11%	88
2021 Q2	$280K	Hold	1,689	–	–	0.11%	74
2021 Q1	$270K	Hold	1,689	–	–	0.12%	72
2020 Q4	$301K	Buy	+1,689	New	+$297K	0.14%	68

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

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

Frank Rimerman Advisors's GLD Position: Q3 2022 in Review

Frank Rimerman Advisors sold out of SPDR Gold Trust (GLD) in Q3 2022, closing a stake of 1,689 shares — an estimated $285K sold.

Frank Rimerman Advisors first reported a position in GLD in Q4 2020 and held it in 7 quarters. The position peaked at $305K in Q1 2022. 1,756 funds tracked by Wall St. Rank hold GLD as of Q3 2022.

Frank Rimerman Advisors reported no remaining SPDR Gold Trust position as of Q3 2022 after selling out during the quarter.
Frank Rimerman Advisors sold 1,689 SPDR Gold Trust shares in Q3 2022, an estimated $285K.
Frank Rimerman Advisors first reported a position in SPDR Gold Trust in Q4 2020 and held it in 7 quarters.
Frank Rimerman Advisors's SPDR Gold Trust position peaked at $305K in Q1 2022.
1,756 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2022.

Based on Frank Rimerman Advisors's 13F filing for Q3 2022, filed 7 Sep 2023.