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Johnson Midwest Financial’s SPDR Gold Trust GLD Stock Holding History

Johnson Midwest Financial’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
2023
Q3 		$30.9K Buy
180
+140
+350% +$25K 0.07% 112
2023
Q2 		$7.13K Hold
40
– – 0.01% 239
2023
Q1 		$7.33K Hold
40
– – 0.01% 233
2022
Q4 		$7K Hold
40
– – 0.03% 234
2022
Q3 		$6 Hold
40
– – 0.02% 224
2022
Q2 		$7K Hold
40
– – 0.01% 196
2022
Q1 		$7K Hold
40
– – 0.01% 190
2021
Q4 		$7K Hold
40
– – 0.01% 200
2021
Q3 		$7K Hold
40
– – 0.01% 203
2021
Q2 		$7K Hold
40
– – 0.01% 188
2021
Q1 		$6K Buy
+40
New +$6.72K 0.01% 186

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Johnson Midwest Financial's GLD Position: Q3 2023 in Review

Johnson Midwest Financial increased its SPDR Gold Trust (GLD) stake by 350% in Q3 2023, buying an estimated $25K and bringing the position to 180 shares worth $30.9K. The position accounts for 0.07% of the portfolio, ranked #112.

Johnson Midwest Financial first reported a position in GLD in Q1 2021 and has held it in 11 quarters since. 1,849 funds tracked by Wall St. Rank hold GLD as of Q3 2023.

  • Johnson Midwest Financial held 180 shares of SPDR Gold Trust worth $30.9K as of Q3 2023.
  • Johnson Midwest Financial bought 140 SPDR Gold Trust shares in Q3 2023, an estimated $25K.
  • SPDR Gold Trust made up 0.07% of Johnson Midwest Financial's portfolio in Q3 2023, its #112 holding.
  • Johnson Midwest Financial first reported a position in SPDR Gold Trust in Q1 2021 and has held it in 11 quarters since.
  • 1,849 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2023.

Based on Johnson Midwest Financial's 13F filing for Q3 2023, filed 7 Nov 2023.