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Geller Advisors’s SPDR Gold Trust GLD Stock Holding History

Geller 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
2024
Q4 		$507K Hold
2,092
– – 0.03% 129
2024
Q3 		$508K Buy
+2,092
New +$479K 0.04% 138
2019
Q4 		– Sell
-1,713
Closed -$238K – 67
2019
Q3 		$238K Buy
+1,713
New +$238K 0.09% 57
2013
Q3 		– Sell
-2,330
Closed -$278K – 27
2013
Q2 		$278K Buy
+2,330
New +$319K 0.24% 20

Other funds holding GLD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Geller Advisors's GLD Position: Q4 2024 in Review

Geller Advisors held its SPDR Gold Trust (GLD) position steady in Q4 2024 at 2,092 shares worth $507K. The position accounts for 0.03% of the portfolio, ranked #129.

Geller Advisors first reported a position in GLD in Q2 2013 and has held it in 4 quarters since. The position peaked at $508K in Q3 2024. 2,416 funds tracked by Wall St. Rank hold GLD as of Q4 2024.

  • Geller Advisors held 2,092 shares of SPDR Gold Trust worth $507K as of Q4 2024.
  • Geller Advisors left its SPDR Gold Trust share count unchanged in Q4 2024.
  • SPDR Gold Trust made up 0.03% of Geller Advisors's portfolio in Q4 2024, its #129 holding.
  • Geller Advisors first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 4 quarters since.
  • Geller Advisors's SPDR Gold Trust position peaked at $508K in Q3 2024.
  • 2,416 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.