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

Greystone 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
2022
Q3 		– Sell
-4,744
Closed -$799K – 75
2022
Q2 		$799K Sell
4,744
-738
-13% -$129K 0.25% 60
2022
Q1 		$990K Sell
5,482
-1,813
-25% -$318K 0.25% 70
2021
Q4 		$1.25M Buy
7,295
+1,077
+17% +$181K 0.3% 64
2021
Q3 		$1.02M Sell
6,218
-1,636
-21% -$274K 0.3% 63
2021
Q2 		$1.3M Sell
7,854
-137
-2% -$23.3K 0.32% 64
2021
Q1 		$1.38M Sell
7,991
-1,342
-14% -$226K 0.35% 52
2020
Q4 		$1.6M Buy
+9,333
New +$1.64M 0.44% 54

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

Greystone Financial Group's GLD Position: Q3 2022 in Review

Greystone Financial Group sold out of SPDR Gold Trust (GLD) in Q3 2022, closing a stake of 4,744 shares — an estimated $799K sold.

Greystone Financial Group first reported a position in GLD in Q4 2020 and held it in 7 quarters. The position peaked at $1.6M in Q4 2020. 1,756 funds tracked by Wall St. Rank hold GLD as of Q3 2022.

  • Greystone Financial Group reported no remaining SPDR Gold Trust position as of Q3 2022 after selling out during the quarter.
  • Greystone Financial Group sold 4,744 SPDR Gold Trust shares in Q3 2022, an estimated $799K.
  • Greystone Financial Group first reported a position in SPDR Gold Trust in Q4 2020 and held it in 7 quarters.
  • Greystone Financial Group's SPDR Gold Trust position peaked at $1.6M in Q4 2020.
  • 1,756 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2022.

Based on Greystone Financial Group's 13F filing for Q3 2022, filed 25 Oct 2022.