Iowa State Bank’s SPDR Gold Trust GLD Stock Holding History

Iowa State Bank’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
2024 Q1	–	Sell	-1,507	Closed	-$288K	–	109
2023 Q4	$288K	Hold	1,507	–	–	0.07%	95
2023 Q3	$258K	Hold	1,507	–	–	0.07%	97
2023 Q2	$269K	Buy	1,507 +50	+3%	+$9.19K	0.07%	102
2023 Q1	$267K	Hold	1,457	–	–	0.07%	105
2022 Q4	$247K	Hold	1,457	–	–	0.06%	108
2022 Q3	$225K	Buy	1,457 +100	+7%	+$16.1K	0.06%	110
2022 Q2	$229K	Buy	+1,357	New	+$237K	0.06%	104
2014 Q3	–	Sell	-1,700	Closed	-$218K	–	74
2014 Q2	$218K	Hold	1,700	–	–	0.15%	67
2014 Q1	$210K	Buy	+1,700	New	+$212K	0.15%	68
2013 Q4	–	Sell	-1,700	Closed	-$218K	–	72
2013 Q3	$218K	Hold	1,700	–	–	0.17%	68
2013 Q2	$202K	Buy	+1,700	New	+$233K	0.17%	69

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

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

Iowa State Bank's GLD Position: Q1 2024 in Review

Iowa State Bank sold out of SPDR Gold Trust (GLD) in Q1 2024, closing a stake of 1,507 shares — an estimated $288K sold.

Iowa State Bank first reported a position in GLD in Q2 2013 and held it in 11 quarters. The position peaked at $288K in Q4 2023. 2,070 funds tracked by Wall St. Rank hold GLD as of Q1 2024.

Iowa State Bank reported no remaining SPDR Gold Trust position as of Q1 2024 after selling out during the quarter.
Iowa State Bank sold 1,507 SPDR Gold Trust shares in Q1 2024, an estimated $288K.
Iowa State Bank first reported a position in SPDR Gold Trust in Q2 2013 and held it in 11 quarters.
Iowa State Bank's SPDR Gold Trust position peaked at $288K in Q4 2023.
2,070 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2024.

Based on Iowa State Bank's 13F filing for Q1 2024, filed 23 Apr 2024.