Lake Point Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Lake Point Wealth Management’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 Q2	$3K	Buy	+20	New	+$3.49K	﹤0.01%	278
2020 Q1	$1K	Sell	4 -50	-93%	-$7.45K	﹤0.01%	319
2019 Q4	$8K	Buy	+54	New	+$7.55K	﹤0.01%	296
2019 Q2	$12K	Hold	90	–	–	﹤0.01%	300
2019 Q1	$12K	Buy	+90	New	+$11.1K	﹤0.01%	300

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

Goldman Sachs New York $871B AUM 31.28% 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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Lake Point Wealth Management's GLD Position: Q2 2022 in Review

Lake Point Wealth Management opened a new position in SPDR Gold Trust (GLD) in Q2 2022: 20 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #278 among its holdings. This is a return to the name: Lake Point Wealth Management previously reported a position in GLD as recently as Q1 2020.

Lake Point Wealth Management first reported a position in GLD in Q1 2019 and has held it in 5 quarters since. The position peaked at $12K in Q2 2019. 1,870 funds tracked by Wall St. Rank hold GLD as of Q2 2022.

Lake Point Wealth Management held 20 shares of SPDR Gold Trust worth $3K as of Q2 2022.
SPDR Gold Trust was a new Lake Point Wealth Management position in Q2 2022.
SPDR Gold Trust made up ﹤0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #278 holding.
Lake Point Wealth Management first reported a position in SPDR Gold Trust in Q1 2019 and has held it in 5 quarters since.
Lake Point Wealth Management's SPDR Gold Trust position peaked at $12K in Q2 2019.
1,870 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.