Kiely Wealth Advisory Group’s SPDR Gold Trust GLD Stock Holding History

Kiely Wealth Advisory Group’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
2024 Q4	$5.64K	Hold	21	–	–	﹤0.01%	241
2024 Q3	$5.04K	Hold	21	–	–	﹤0.01%	248
2024 Q2	$4.7K	Hold	21	–	–	﹤0.01%	235
2024 Q1	$4.54K	Hold	21	–	–	﹤0.01%	217
2023 Q4	$3.92K	Buy	+21	New	+$3.85K	﹤0.01%	219

Other funds holding GLD

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Kiely Wealth Advisory Group's GLD Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its SPDR Gold Trust (GLD) position steady in Q4 2024 at 21 shares worth $5.64K. The position accounts for ﹤0.01% of the portfolio, ranked #241.

Kiely Wealth Advisory Group first reported a position in GLD in Q4 2023 and has held it in 5 quarters since. 2,416 funds tracked by Wall St. Rank hold GLD as of Q4 2024.

Kiely Wealth Advisory Group held 21 shares of SPDR Gold Trust worth $5.64K as of Q4 2024.
Kiely Wealth Advisory Group left its SPDR Gold Trust share count unchanged in Q4 2024.
SPDR Gold Trust made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #241 holding.
Kiely Wealth Advisory Group first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 5 quarters since.
2,416 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.