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Inlet Private Wealth’s SPDR Gold Trust GLD Stock Holding History

Inlet Private Wealth’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
-8,118
Closed -$1.37M – 132
2022
Q2 		$1.37M Sell
8,118
-600
-7% -$105K 0.39% 69
2022
Q1 		$1.57M Sell
8,718
-490
-5% -$86K 0.39% 67
2021
Q4 		$1.57M Sell
9,208
-460
-5% -$77.2K 0.38% 69
2021
Q3 		$1.59M Hold
9,668
– – 0.43% 68
2021
Q2 		$1.6M Sell
9,668
-675
-7% -$115K 0.42% 69
2021
Q1 		$1.65M Sell
10,343
-1,150
-10% -$193K 0.47% 63
2020
Q4 		$2.05M Sell
11,493
-65
-0.6% -$11.4K 0.67% 56
2020
Q3 		$2.05M Buy
11,558
+250
+2% +$44.9K 0.8% 48
2020
Q2 		$1.89M Buy
11,308
+150
+1% +$24.2K 0.76% 44
2020
Q1 		$1.65M Buy
11,158
+500
+5% +$74.4K 0.77% 47
2019
Q4 		$1.52M Buy
+10,658
New +$1.49M 0.5% 57
2019
Q1 		– Sell
-2,075
Closed -$252K – 141
2018
Q4 		$252K Buy
+2,075
New +$241K 0.14% 109

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 $11.5B AUM 18.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Inlet Private Wealth's GLD Position: Q3 2022 in Review

Inlet Private Wealth sold out of SPDR Gold Trust (GLD) in Q3 2022, closing a stake of 8,118 shares — an estimated $1.37M sold.

Inlet Private Wealth first reported a position in GLD in Q4 2018 and held it in 12 quarters. The position peaked at $2.05M in Q4 2020. 1,756 funds tracked by Wall St. Rank hold GLD as of Q3 2022.

  • Inlet Private Wealth reported no remaining SPDR Gold Trust position as of Q3 2022 after selling out during the quarter.
  • Inlet Private Wealth sold 8,118 SPDR Gold Trust shares in Q3 2022, an estimated $1.37M.
  • Inlet Private Wealth first reported a position in SPDR Gold Trust in Q4 2018 and held it in 12 quarters.
  • Inlet Private Wealth's SPDR Gold Trust position peaked at $2.05M in Q4 2020.
  • 1,756 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2022.

Based on Inlet Private Wealth's 13F filing for Q3 2022, filed 20 Oct 2022.