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Kapitalo Investimentos’s SPDR Gold Trust GLD Stock Holding History

Kapitalo Investimentos’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
2019
Q4 		– Sell
-400
Closed -$55.9K – 22
2019
Q3 		$55.5K Sell
400
-408,000
-100% -$56.7M 0.03% 23
2019
Q2 		$54.4M Buy
408,400
+353,200
+640% +$43.7M 50.81% 1
2019
Q1 		$6.73M Buy
55,200
+47,700
+636% +$5.88M 3.88% 5
2018
Q4 		$908K Buy
+7,500
New +$871K 0.38% 6

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kapitalo Investimentos's GLD Position: Q4 2019 in Review

Kapitalo Investimentos sold out of SPDR Gold Trust (GLD) in Q4 2019, closing a stake of 400 shares — an estimated $55.9K sold.

Kapitalo Investimentos first reported a position in GLD in Q4 2018 and held it in 4 quarters. The position peaked at $54.4M in Q2 2019. 1,278 funds tracked by Wall St. Rank hold GLD as of Q4 2019.

  • Kapitalo Investimentos reported no remaining SPDR Gold Trust position as of Q4 2019 after selling out during the quarter.
  • Kapitalo Investimentos sold 400 SPDR Gold Trust shares in Q4 2019, an estimated $55.9K.
  • Kapitalo Investimentos first reported a position in SPDR Gold Trust in Q4 2018 and held it in 4 quarters.
  • Kapitalo Investimentos's SPDR Gold Trust position peaked at $54.4M in Q2 2019.
  • 1,278 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2019.

Based on Kapitalo Investimentos's 13F filing for Q4 2019, filed 28 Mar 2024.