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GYL Financial Synergies’s SPDR Gold Trust GLD Stock Holding History

GYL Financial Synergies’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
Q3 		$615K Buy
2,530
+55
+2% +$12.6K 0.05% 221
2024
Q2 		$532K Buy
2,475
+65
+3% +$14.1K 0.04% 228
2024
Q1 		$496K Hold
2,410
– – 0.04% 245
2023
Q4 		$461K Sell
2,410
-300
-11% -$55K 0.04% 251
2023
Q3 		$465K Buy
2,710
+386
+17% +$69K 0.05% 241
2023
Q2 		$414K Sell
2,324
-162
-7% -$29.8K 0.04% 256
2023
Q1 		$455K Buy
2,486
+237
+11% +$41.7K 0.05% 198
2022
Q4 		$381K Sell
2,249
-375
-14% -$60.4K 0.08% 152
2022
Q3 		$406K Buy
2,624
+338
+15% +$54.4K 0.11% 121
2022
Q2 		$385K Sell
2,286
-155
-6% -$27.1K 0.11% 125
2022
Q1 		$441K Buy
2,441
+304
+14% +$53.3K 0.11% 118
2021
Q4 		$365K Sell
2,137
-264
-11% -$44.3K 0.1% 149
2021
Q3 		$394K Hold
2,401
– – 0.2% 127
2021
Q2 		$398K Sell
2,401
-15
-0.6% -$2.55K 0.21% 124
2021
Q1 		$387K Buy
2,416
+334
+16% +$56.1K 0.21% 121
2020
Q4 		$371K Buy
2,082
+44
+2% +$7.75K 0.21% 115
2020
Q3 		$361K Buy
2,038
+216
+12% +$38.8K 0.24% 106
2020
Q2 		$305K Sell
1,822
-637
-26% -$103K 0.22% 110
2020
Q1 		$364K Sell
2,459
-95
-4% -$14.1K 0.23% 88
2019
Q4 		$365K Sell
2,554
-4
-0.2% -$559 0.16% 109
2019
Q3 		$355K Buy
2,558
+50
+2% +$6.95K 0.18% 105
2019
Q2 		$334K Sell
2,508
-64
-2% -$7.91K 0.18% 103
2019
Q1 		$314K Sell
2,572
-95
-4% -$11.7K 0.18% 107
2018
Q4 		$323K Buy
+2,667
New +$310K 0.23% 88

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GYL Financial Synergies's GLD Position: Q3 2024 in Review

GYL Financial Synergies increased its SPDR Gold Trust (GLD) stake by 2.2% in Q3 2024, buying an estimated $12.6K and bringing the position to 2,530 shares worth $615K. The position accounts for 0.05% of the portfolio, ranked #221.

GYL Financial Synergies first reported a position in GLD in Q4 2018 and has held it in 24 quarters since. 2,213 funds tracked by Wall St. Rank hold GLD as of Q3 2024.

  • GYL Financial Synergies held 2,530 shares of SPDR Gold Trust worth $615K as of Q3 2024.
  • GYL Financial Synergies bought 55 SPDR Gold Trust shares in Q3 2024, an estimated $12.6K.
  • SPDR Gold Trust made up 0.05% of GYL Financial Synergies's portfolio in Q3 2024, its #221 holding.
  • GYL Financial Synergies first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 24 quarters since.
  • 2,213 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.