Janiczek Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Janiczek Wealth 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
2024 Q2	$9.68K	Sell	45 -15	-25%	-$3.24K	﹤0.01%	663
2024 Q1	$12.3K	Sell	60 -3	-5%	-$576	﹤0.01%	644
2023 Q4	$12K	Buy	63 +60	+2,000%	+$11K	﹤0.01%	635
2023 Q3	$515	Sell	3 -7	-70%	-$1.25K	﹤0.01%	970
2023 Q2	$1.78K	Sell	10 -95	-90%	-$17.5K	﹤0.01%	781
2023 Q1	$19.6K	Buy	105 +16	+18%	+$2.81K	0.01%	464
2022 Q4	$15.7K	Sell	89 -2	-2%	-$322	﹤0.01%	487
2022 Q3	$14K	Hold	91	–	–	﹤0.01%	494
2022 Q2	$15K	Buy	91 +12	+15%	+$2.1K	﹤0.01%	507
2022 Q1	$14K	Sell	79 -30	-28%	-$5.26K	﹤0.01%	517
2021 Q4	$19K	Buy	109 +79	+263%	+$13.3K	0.01%	489
2021 Q3	$5K	Buy	+30	New	+$5.02K	﹤0.01%	690
2018 Q4	–	Sell	-12	Closed	-$1K	–	170
2018 Q3	$1K	Buy	+12	New	+$1.38K	﹤0.01%	135

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

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

Janiczek Wealth Management's GLD Position: Q2 2024 in Review

Janiczek Wealth Management reduced its SPDR Gold Trust (GLD) stake by 25% in Q2 2024, selling an estimated $3.24K and leaving 45 shares worth $9.68K. The position accounts for ﹤0.01% of the portfolio, ranked #663.

Janiczek Wealth Management first reported a position in GLD in Q3 2018 and has held it in 13 quarters since. The position peaked at $19.6K in Q1 2023. 2,104 funds tracked by Wall St. Rank hold GLD as of Q2 2024.

Janiczek Wealth Management held 45 shares of SPDR Gold Trust worth $9.68K as of Q2 2024.
Janiczek Wealth Management sold 15 SPDR Gold Trust shares in Q2 2024, an estimated $3.24K.
SPDR Gold Trust made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #663 holding.
Janiczek Wealth Management first reported a position in SPDR Gold Trust in Q3 2018 and has held it in 13 quarters since.
Janiczek Wealth Management's SPDR Gold Trust position peaked at $19.6K in Q1 2023.
2,104 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.