JP Morgan Private Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

JP Morgan Private Wealth 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	–	Sell	-39,036	Closed	–	–	1957
2022 Q1	$0	Buy	+39,036	New	+$6.85M	﹤0.01%	2035
2018 Q4	–	Sell	-8,793	Closed	-$1.04M	–	1511
2018 Q3	$1.04M	Hold	8,793	–	–	0.01%	816
2018 Q2	$1.04M	Buy	8,793 +74	+0.8%	+$9.16K	0.01%	759
2018 Q1	$1.1M	Sell	8,719 -8,833	-50%	-$1.11M	0.01%	628
2017 Q4	$2.17M	Buy	17,552 +8,774	+100%	+$1.06M	0.01%	466
2017 Q3	$1.07M	Hold	8,778	–	–	0.01%	612
2017 Q2	$1.04M	Sell	8,778 -1,628	-16%	-$195K	0.01%	610
2017 Q1	$1.24M	Sell	10,406 -401	-4%	-$46.6K	0.01%	579
2016 Q4	$1.18M	Sell	10,807 -19,249	-64%	-$2.23M	0.01%	558
2016 Q3	$3.78M	Buy	30,056 +1,505	+5%	+$192K	0.04%	314
2016 Q2	$3.61M	Buy	+28,551	New	+$3.44M	0.04%	323
2016 Q1	–	Sell	-8,000	Closed	-$812K	–	1260
2015 Q4	$812K	Buy	+8,000	New	+$846K	0.01%	571

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

JP Morgan Private Wealth Advisors's GLD Position: Q2 2022 in Review

JP Morgan Private Wealth Advisors sold out of SPDR Gold Trust (GLD) in Q2 2022, closing a stake of 39,036 shares.

JP Morgan Private Wealth Advisors first reported a position in GLD in Q4 2015 and held it in 12 quarters. The position peaked at $3.78M in Q3 2016. 1,869 funds tracked by Wall St. Rank hold GLD as of Q2 2022.

JP Morgan Private Wealth Advisors reported no remaining SPDR Gold Trust position as of Q2 2022 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 39,036 SPDR Gold Trust shares in Q2 2022.
JP Morgan Private Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2015 and held it in 12 quarters.
JP Morgan Private Wealth Advisors's SPDR Gold Trust position peaked at $3.78M in Q3 2016.
1,869 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.