Kelly Lawrence W & Associates’s SPDR Gold Trust GLD Stock Holding History

Kelly Lawrence W & Associates’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	–	Sell	-6,100	Closed	-$943K	–	169
2022 Q3	$943K	Buy	6,100 +3,200	+110%	+$515K	0.26%	44
2022 Q2	$489K	Buy	+2,900	New	+$506K	0.13%	60
2018 Q1	–	Sell	-140	Closed	-$17K	–	147
2017 Q4	$17K	Hold	140	–	–	﹤0.01%	141
2017 Q3	$17K	Buy	+140	New	+$17K	﹤0.01%	128
2017 Q2	–	Sell	-650	Closed	-$77K	–	159
2017 Q1	$77K	Sell	650 -250	-28%	-$29.1K	0.02%	115
2016 Q4	$99K	Hold	900	–	–	0.02%	107
2016 Q3	$113K	Hold	900	–	–	0.02%	110
2016 Q2	$114K	Buy	900 +500	+125%	+$60.2K	0.03%	110
2016 Q1	$47K	Hold	400	–	–	0.01%	125
2015 Q4	$41K	Buy	+400	New	+$42.3K	0.01%	129
2013 Q4	–	Sell	-5,000	Closed	-$641K	–	132
2013 Q3	$641K	Sell	5,000 -600	-11%	-$77K	0.15%	55
2013 Q2	$667K	Buy	+5,600	New	+$767K	0.17%	53

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

Jane Street New York $1.21T AUM 78.12% 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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Kelly Lawrence W & Associates's GLD Position: Q4 2022 in Review

Kelly Lawrence W & Associates sold out of SPDR Gold Trust (GLD) in Q4 2022, closing a stake of 6,100 shares — an estimated $943K sold.

Kelly Lawrence W & Associates first reported a position in GLD in Q2 2013 and held it in 12 quarters. The position peaked at $943K in Q3 2022. 1,830 funds tracked by Wall St. Rank hold GLD as of Q4 2022.

Kelly Lawrence W & Associates reported no remaining SPDR Gold Trust position as of Q4 2022 after selling out during the quarter.
Kelly Lawrence W & Associates sold 6,100 SPDR Gold Trust shares in Q4 2022, an estimated $943K.
Kelly Lawrence W & Associates first reported a position in SPDR Gold Trust in Q2 2013 and held it in 12 quarters.
Kelly Lawrence W & Associates's SPDR Gold Trust position peaked at $943K in Q3 2022.
1,830 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2022.

Based on Kelly Lawrence W & Associates's 13F filing for Q4 2022, filed 14 Feb 2023.