Kowal Investment Group’s SPDR Gold Trust GLD Stock Holding History

Kowal Investment 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 Q3	$306K	Sell	1,260 -1	-0.1%	-$229	0.06%	156
2024 Q2	$271K	Buy	1,261 +84	+7%	+$18.2K	0.05%	150
2024 Q1	$242K	Sell	1,177 -1	-0.1%	-$192	0.05%	155
2023 Q4	$225K	Hold	1,178	–	–	0.05%	155
2023 Q3	$202K	Hold	1,178	–	–	0.05%	149
2023 Q2	$210K	Sell	1,178 -23	-2%	-$4.23K	0.06%	154
2023 Q1	$220K	Sell	1,201 -1	-0.1%	-$176	0.06%	145
2022 Q4	$204K	Buy	+1,202	New	+$194K	0.06%	152
2021 Q4	–	Sell	-570	Closed	-$94K	–	437
2021 Q3	$94K	Buy	+570	New	+$95.4K	0.03%	158

Other funds holding GLD

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kowal Investment Group's GLD Position: Q3 2024 in Review

Kowal Investment Group reduced its SPDR Gold Trust (GLD) stake by 0.08% in Q3 2024, selling an estimated $229 and leaving 1,260 shares worth $306K. The position accounts for 0.06% of the portfolio, ranked #156.

Kowal Investment Group first reported a position in GLD in Q3 2021 and has held it in 9 quarters since. 2,208 funds tracked by Wall St. Rank hold GLD as of Q3 2024.

Kowal Investment Group held 1,260 shares of SPDR Gold Trust worth $306K as of Q3 2024.
Kowal Investment Group sold 1 SPDR Gold Trust share in Q3 2024, an estimated $229.
SPDR Gold Trust made up 0.06% of Kowal Investment Group's portfolio in Q3 2024, its #156 holding.
Kowal Investment Group first reported a position in SPDR Gold Trust in Q3 2021 and has held it in 9 quarters since.
2,208 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.