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
2021 Q1	–	Sell	-26,000	Closed	-$3.9M	–	28
2020 Q4	$3.9M	Buy	+26,000	New	+$4.58M	2.11%	7
2019 Q3	–	Sell	-9,000	Closed	-$635K	–	26
2019 Q2	$635K	Buy	+9,000	New	+$1.11M	0.59%	13
2019 Q1	–	Sell	-7,500	Closed	-$1.9M	–	11
2018 Q4	$1.9M	Buy	+7,500	New	+$871K	0.8%	5

Other funds holding GLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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. 1,279 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.
1,279 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.