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Lake Street Advisors Group’s SPDR Gold Trust GLD Stock Holding History

Lake Street Advisors 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 		$5.02M Buy
20,724
+15,605
+305% +$3.83M 0.23% 68
2024
Q3 		$1.24M Buy
5,119
+1,159
+29% +$265K 0.06% 182
2024
Q2 		$851K Hold
3,960
– – 0.04% 241
2024
Q1 		$815K Hold
3,960
– – 0.04% 256
2023
Q4 		$757K Buy
+3,960
New +$726K 0.04% 258
2022
Q2 		– Sell
-12,101
Closed -$2.19M – 325
2022
Q1 		$2.19M Sell
12,101
-1,612
-12% -$283K 0.14% 100
2021
Q4 		$2.34M Buy
+13,713
New +$2.3M 0.15% 100
2021
Q3 		– Sell
-8,643
Closed -$1.42M – 305
2021
Q2 		$1.42M Hold
8,643
– – 0.1% 88
2021
Q1 		$1.38M Buy
8,643
+600
+7% +$101K 0.11% 75
2020
Q4 		$1.44M Sell
8,043
-700
-8% -$123K 0.12% 74
2020
Q3 		$1.55M Hold
8,743
– – 0.15% 66
2020
Q2 		$1.46M Hold
8,743
– – 0.15% 63
2020
Q1 		$1.29M Buy
8,743
+6,000
+219% +$893K 0.16% 59
2019
Q4 		$392K Sell
2,743
-566
-17% -$79.1K 0.04% 142
2019
Q3 		$460K Hold
3,309
– – 0.05% 103
2019
Q2 		$441K Hold
3,309
– – 0.05% 111
2019
Q1 		$404K Hold
3,309
– – 0.04% 124
2018
Q4 		$401K Hold
3,309
– – 0.05% 113
2018
Q3 		$373K Hold
3,309
– – 0.04% 122
2018
Q2 		$393K Sell
3,309
-8,999
-73% -$1.11M 0.04% 189
2018
Q1 		$1.55M Sell
12,308
-12,702
-51% -$1.6M 0.17% 40
2017
Q4 		$3.09M Buy
+25,010
New +$3.03M 0.35% 26

Other funds holding GLD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Lake Street Advisors Group's GLD Position: Q4 2024 in Review

Lake Street Advisors Group increased its SPDR Gold Trust (GLD) stake by 305% in Q4 2024, buying an estimated $3.83M and bringing the position to 20,724 shares worth $5.02M. The position accounts for 0.23% of the portfolio, ranked #68.

Lake Street Advisors Group first reported a position in GLD in Q4 2017 and has held it in 22 quarters since. 2,416 funds tracked by Wall St. Rank hold GLD as of Q4 2024.

  • Lake Street Advisors Group held 20,724 shares of SPDR Gold Trust worth $5.02M as of Q4 2024.
  • Lake Street Advisors Group bought 15,605 SPDR Gold Trust shares in Q4 2024, an estimated $3.83M.
  • SPDR Gold Trust made up 0.23% of Lake Street Advisors Group's portfolio in Q4 2024, its #68 holding.
  • Lake Street Advisors Group first reported a position in SPDR Gold Trust in Q4 2017 and has held it in 22 quarters since.
  • 2,416 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.