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Halpern Financial’s SPDR Gold Trust GLD Stock Holding History

Halpern 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
2024
Q1 		– Sell
-230
Closed -$43.5K – 228
2023
Q4 		$43.5K Buy
+230
New +$42.2K 0.01% 95
2022
Q2 		– Sell
-6,551
Closed -$1.18M – 327
2022
Q1 		$1.18M Buy
6,551
+6,501
+13,002% +$1.14M 0.44% 25
2021
Q4 		$8.55K Hold
50
– – ﹤0.01% 196
2021
Q3 		$8.21K Buy
+50
New +$8.37K ﹤0.01% 192

Other funds holding GLD

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Halpern Financial's GLD Position: Q1 2024 in Review

Halpern Financial sold out of SPDR Gold Trust (GLD) in Q1 2024, closing a stake of 230 shares — an estimated $43.5K sold.

Halpern Financial first reported a position in GLD in Q3 2021 and held it in 4 quarters. The position peaked at $1.18M in Q1 2022. 2,070 funds tracked by Wall St. Rank hold GLD as of Q1 2024.

  • Halpern Financial reported no remaining SPDR Gold Trust position as of Q1 2024 after selling out during the quarter.
  • Halpern Financial sold 230 SPDR Gold Trust shares in Q1 2024, an estimated $43.5K.
  • Halpern Financial first reported a position in SPDR Gold Trust in Q3 2021 and held it in 4 quarters.
  • Halpern Financial's SPDR Gold Trust position peaked at $1.18M in Q1 2022.
  • 2,070 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2024.

Based on Halpern Financial's 13F filing for Q1 2024, filed 9 Apr 2024.