Investors Financial Group’s SPDR Gold Trust GLD Stock Holding History

Investors Financial Group’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 Q1	–	Sell	-8,273	Closed	-$1.41M	–	73
2021 Q4	$1.41M	Buy	8,273 +243	+3%	+$40.8K	0.66%	37
2021 Q3	$1.32M	Buy	8,030 +130	+2%	+$21.8K	0.7%	32
2021 Q2	$1.31M	Buy	7,900 +983	+14%	+$167K	0.7%	30
2021 Q1	$1.11M	Buy	6,917 +1,646	+31%	+$277K	0.65%	35
2020 Q4	$940K	Buy	5,271 +2,089	+66%	+$368K	0.62%	46
2020 Q3	$564K	Buy	3,182 +1,176	+59%	+$211K	0.42%	68
2020 Q2	$336K	Buy	2,006 +579	+41%	+$93.4K	0.28%	96
2020 Q1	$211K	Buy	+1,427	New	+$212K	0.21%	109

Other funds holding GLD

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Investors Financial Group's GLD Position: Q1 2022 in Review

Investors Financial Group sold out of SPDR Gold Trust (GLD) in Q1 2022, closing a stake of 8,273 shares — an estimated $1.41M sold.

Investors Financial Group first reported a position in GLD in Q1 2020 and held it in 8 quarters. The position peaked at $1.41M in Q4 2021. 1,881 funds tracked by Wall St. Rank hold GLD as of Q1 2022.

Investors Financial Group reported no remaining SPDR Gold Trust position as of Q1 2022 after selling out during the quarter.
Investors Financial Group sold 8,273 SPDR Gold Trust shares in Q1 2022, an estimated $1.41M.
Investors Financial Group first reported a position in SPDR Gold Trust in Q1 2020 and held it in 8 quarters.
Investors Financial Group's SPDR Gold Trust position peaked at $1.41M in Q4 2021.
1,881 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2022.

Based on Investors Financial Group's 13F filing for Q1 2022.