IWP
GLD icon

Icon Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Icon Wealth Partners’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
2023
Q3 		– Sell
-588
Closed -$105K – 409
2023
Q2 		$105K Sell
588
-35
-6% -$6.43K 0.01% 404
2023
Q1 		$114K Buy
+623
New +$110K 0.01% 387
2019
Q2 		– Sell
-389
Closed -$47K – 398
2019
Q1 		$47K Buy
+389
New +$47.9K 0.02% 367
2018
Q3 		– Sell
-305
Closed -$36K – 438
2018
Q2 		$36K Buy
+305
New +$37.8K 0.02% 457
2018
Q1 		– Sell
-5
Closed -$1K – 438
2017
Q4 		$1K Buy
+5
New +$606 ﹤0.01% 852

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
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Icon Wealth Partners's GLD Position: Q3 2023 in Review

Icon Wealth Partners sold out of SPDR Gold Trust (GLD) in Q3 2023, closing a stake of 588 shares — an estimated $105K sold.

Icon Wealth Partners first reported a position in GLD in Q4 2017 and held it in 5 quarters. The position peaked at $114K in Q1 2023. 1,849 funds tracked by Wall St. Rank hold GLD as of Q3 2023.

  • Icon Wealth Partners reported no remaining SPDR Gold Trust position as of Q3 2023 after selling out during the quarter.
  • Icon Wealth Partners sold 588 SPDR Gold Trust shares in Q3 2023, an estimated $105K.
  • Icon Wealth Partners first reported a position in SPDR Gold Trust in Q4 2017 and held it in 5 quarters.
  • Icon Wealth Partners's SPDR Gold Trust position peaked at $114K in Q1 2023.
  • 1,849 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.