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

Ironwood Investment Management’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 Q4	–	Sell	-7,788	Closed	-$1.21M	–	167
2022 Q3	$1.21M	Buy	7,788 +1,464	+23%	+$235K	0.84%	40
2022 Q2	$1.06M	Buy	6,324 +90	+1%	+$15.7K	0.71%	50
2022 Q1	$1.13M	Buy	6,234 +986	+19%	+$173K	0.61%	57
2021 Q4	$897K	Buy	5,248 +21	+0.4%	+$3.52K	0.44%	76
2021 Q3	$858K	Sell	5,227 -92	-2%	-$15.4K	0.44%	78
2021 Q2	$881K	Buy	5,319 +262	+5%	+$44.5K	0.44%	82
2021 Q1	$809K	Sell	5,057 -31	-0.6%	-$5.21K	0.43%	83
2020 Q4	$907K	Sell	5,088 -13	-0.3%	-$2.29K	0.53%	67
2020 Q3	$903K	Buy	5,101 +870	+21%	+$156K	0.65%	53
2020 Q2	$708K	Buy	+4,231	New	+$682K	0.55%	74

Other funds holding GLD

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Ironwood Investment Management's GLD Position: Q4 2022 in Review

Ironwood Investment Management sold out of SPDR Gold Trust (GLD) in Q4 2022, closing a stake of 7,788 shares — an estimated $1.21M sold.

Ironwood Investment Management first reported a position in GLD in Q2 2020 and held it in 10 quarters. The position peaked at $1.21M in Q3 2022. 1,831 funds tracked by Wall St. Rank hold GLD as of Q4 2022.

Ironwood Investment Management reported no remaining SPDR Gold Trust position as of Q4 2022 after selling out during the quarter.
Ironwood Investment Management sold 7,788 SPDR Gold Trust shares in Q4 2022, an estimated $1.21M.
Ironwood Investment Management first reported a position in SPDR Gold Trust in Q2 2020 and held it in 10 quarters.
Ironwood Investment Management's SPDR Gold Trust position peaked at $1.21M in Q3 2022.
1,831 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2022.

Based on Ironwood Investment Management's 13F filing for Q4 2022, filed 31 Jan 2023.