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Kingsbury Capital Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Kingsbury Capital Investment 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
Q3 		– Sell
-1,241
Closed -$209K – 84
2022
Q2 		$209K Hold
1,241
– – 0.29% 71
2022
Q1 		$224K Buy
+1,241
New +$218K 0.25% 80

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Kingsbury Capital Investment Advisors's GLD Position: Q3 2022 in Review

Kingsbury Capital Investment Advisors sold out of SPDR Gold Trust (GLD) in Q3 2022, closing a stake of 1,241 shares — an estimated $209K sold.

Kingsbury Capital Investment Advisors first reported a position in GLD in Q1 2022 and held it in 2 quarters. The position peaked at $224K in Q1 2022. 1,756 funds tracked by Wall St. Rank hold GLD as of Q3 2022.

  • Kingsbury Capital Investment Advisors reported no remaining SPDR Gold Trust position as of Q3 2022 after selling out during the quarter.
  • Kingsbury Capital Investment Advisors sold 1,241 SPDR Gold Trust shares in Q3 2022, an estimated $209K.
  • Kingsbury Capital Investment Advisors first reported a position in SPDR Gold Trust in Q1 2022 and held it in 2 quarters.
  • Kingsbury Capital Investment Advisors's SPDR Gold Trust position peaked at $224K in Q1 2022.
  • 1,756 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2022.

Based on Kingsbury Capital Investment Advisors's 13F filing for Q3 2022, filed 10 Nov 2022.