Householder Group Estate & Retirement Specialist’s SPDR Gold Trust GLD Stock Holding History

Householder Group Estate & Retirement Specialist’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	$839K	Sell	3,466 -1,940	-36%	-$477K	0.63%	29
2024 Q3	$1.31M	Sell	5,406 -565	-9%	-$129K	0.38%	54
2024 Q2	$1.28M	Sell	5,971 -501	-8%	-$108K	0.36%	56
2024 Q1	$1.33M	Sell	6,472 -748	-10%	-$144K	0.4%	50
2023 Q4	$1.38M	Buy	7,220 +750	+12%	+$137K	0.45%	47
2023 Q3	$1.11M	Buy	+6,470	New	+$1.16M	0.4%	51
2023 Q1	$1.54M	Sell	8,419 -458	-5%	-$80.6K	0.59%	37
2022 Q4	$1.5M	Sell	8,877 -274	-3%	-$44.1K	2.25%	10
2022 Q3	$1.42M	Sell	9,151 -6,590	-42%	-$1.06M	0.58%	34
2022 Q2	$2.65M	Buy	15,741 +5,044	+47%	+$881K	1.18%	17
2022 Q1	$1.93M	Buy	10,697 +5,365	+101%	+$941K	0.78%	31
2021 Q4	$912K	Buy	+5,332	New	+$895K	0.34%	82

Other funds holding GLD

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's GLD Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its SPDR Gold Trust (GLD) stake by 36% in Q4 2024, selling an estimated $477K and leaving 3,466 shares worth $839K. The position accounts for 0.63% of the portfolio, ranked #29.

Householder Group Estate & Retirement Specialist first reported a position in GLD in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.65M in Q2 2022. 2,416 funds tracked by Wall St. Rank hold GLD as of Q4 2024.

Householder Group Estate & Retirement Specialist held 3,466 shares of SPDR Gold Trust worth $839K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 1,940 SPDR Gold Trust shares in Q4 2024, an estimated $477K.
SPDR Gold Trust made up 0.63% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #29 holding.
Householder Group Estate & Retirement Specialist first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 12 quarters since.
Householder Group Estate & Retirement Specialist's SPDR Gold Trust position peaked at $2.65M in Q2 2022.
2,416 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.