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Investment Management Associates’s SPDR Gold Trust GLD Stock Holding History

Investment Management Associates’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
Q2 		– Sell
-1,496
Closed -$270K – 44
2022
Q1 		$270K Sell
1,496
-155
-9% -$27.2K 0.12% 41
2021
Q4 		$282K Sell
1,651
-56
-3% -$9.4K 0.13% 45
2021
Q3 		$280K Sell
1,707
-14
-0.8% -$2.34K 0.15% 49
2021
Q2 		$285K Sell
1,721
-12
-0.7% -$2.04K 0.15% 49
2021
Q1 		$277K Buy
1,733
+4
+0.2% +$672 0.16% 51
2020
Q4 		$308K Buy
+1,729
New +$304K 0.23% 49

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Investment Management Associates's GLD Position: Q2 2022 in Review

Investment Management Associates sold out of SPDR Gold Trust (GLD) in Q2 2022, closing a stake of 1,496 shares — an estimated $270K sold.

Investment Management Associates first reported a position in GLD in Q4 2020 and held it in 6 quarters. The position peaked at $308K in Q4 2020. 1,870 funds tracked by Wall St. Rank hold GLD as of Q2 2022.

  • Investment Management Associates reported no remaining SPDR Gold Trust position as of Q2 2022 after selling out during the quarter.
  • Investment Management Associates sold 1,496 SPDR Gold Trust shares in Q2 2022, an estimated $270K.
  • Investment Management Associates first reported a position in SPDR Gold Trust in Q4 2020 and held it in 6 quarters.
  • Investment Management Associates's SPDR Gold Trust position peaked at $308K in Q4 2020.
  • 1,870 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2022.

Based on Investment Management Associates's 13F filing for Q2 2022, filed 1 Aug 2022.