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January Capital Advisors’s SPDR Gold Trust GLD Stock Holding History

January Capital Advisors’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 		$362K Hold
2,147
– – 0.32% 30
2022
Q1 		$362K Sell
2,147
-111
-5% -$19.5K 0.32% 30
2021
Q4 		$386K Buy
+2,258
New +$379K 0.31% 37

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

January Capital Advisors's GLD Position: Q2 2022 in Review

January Capital Advisors held its SPDR Gold Trust (GLD) position steady in Q2 2022 at 2,147 shares worth $362K. The position accounts for 0.32% of the portfolio, ranked #30.

January Capital Advisors first reported a position in GLD in Q4 2021 and has held it in 3 quarters since. The position peaked at $386K in Q4 2021. 1,870 funds tracked by Wall St. Rank hold GLD as of Q2 2022.

  • January Capital Advisors held 2,147 shares of SPDR Gold Trust worth $362K as of Q2 2022.
  • January Capital Advisors left its SPDR Gold Trust share count unchanged in Q2 2022.
  • SPDR Gold Trust made up 0.32% of January Capital Advisors's portfolio in Q2 2022, its #30 holding.
  • January Capital Advisors first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 3 quarters since.
  • January Capital Advisors's SPDR Gold Trust position peaked at $386K in Q4 2021.
  • 1,870 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2022.

Based on January Capital Advisors's 13F filing for Q2 2022, filed 5 Aug 2022.