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Jenkins Wealth’s SPDR Gold Trust GLD Stock Holding History

Jenkins Wealth’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 		$1.06M Buy
+6,231
New +$1M 0.42% 34
2021
Q4 		$5.67M Buy
+32,460
New +$5.45M 1.85% 11

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Jenkins Wealth's GLD Position: Q4 2022 in Review

Jenkins Wealth opened a new position in SPDR Gold Trust (GLD) in Q4 2022: 6,231 shares worth $1.06M. The stake represents 0.42% of the portfolio and ranks #34 among its holdings. This is a return to the name: Jenkins Wealth previously reported a position in GLD as recently as Q4 2021.

Jenkins Wealth first reported a position in GLD in Q4 2021 and has held it in 2 quarters since. The position peaked at $5.67M in Q4 2021. 1,830 funds tracked by Wall St. Rank hold GLD as of Q4 2022.

  • Jenkins Wealth held 6,231 shares of SPDR Gold Trust worth $1.06M as of Q4 2022.
  • SPDR Gold Trust was a new Jenkins Wealth position in Q4 2022.
  • SPDR Gold Trust made up 0.42% of Jenkins Wealth's portfolio in Q4 2022, its #34 holding.
  • Jenkins Wealth first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 2 quarters since.
  • Jenkins Wealth's SPDR Gold Trust position peaked at $5.67M in Q4 2021.
  • 1,830 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2022.

Based on Jenkins Wealth's 13F filing for Q4 2022, filed 11 Jan 2023.