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Intercontinental Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Intercontinental Wealth Advisors’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
Q2 		$5.98M Sell
33,571
-318
-0.9% -$58.4K 1.43% 9
2023
Q1 		$6.21M Buy
+33,889
New +$5.96M 1.59% 9

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Intercontinental Wealth Advisors's GLD Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 0.94% in Q2 2023, selling an estimated $58.4K and leaving 33,571 shares worth $5.98M. The position accounts for 1.43% of the portfolio, ranked #9.

Intercontinental Wealth Advisors first reported a position in GLD in Q1 2023 and has held it in 2 quarters since. The position peaked at $6.21M in Q1 2023. 1,902 funds tracked by Wall St. Rank hold GLD as of Q2 2023.

  • Intercontinental Wealth Advisors held 33,571 shares of SPDR Gold Trust worth $5.98M as of Q2 2023.
  • Intercontinental Wealth Advisors sold 318 SPDR Gold Trust shares in Q2 2023, an estimated $58.4K.
  • SPDR Gold Trust made up 1.43% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #9 holding.
  • Intercontinental Wealth Advisors first reported a position in SPDR Gold Trust in Q1 2023 and has held it in 2 quarters since.
  • Intercontinental Wealth Advisors's SPDR Gold Trust position peaked at $6.21M in Q1 2023.
  • 1,902 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.