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Laurel Wealth Advisors (California)’s SPDR Gold Trust GLD Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$7.7M Sell
45,384
-15,782
-26% -$2.54M 0.76% 29
2022
Q3 		$9.46M Buy
61,166
+36,829
+151% +$5.92M 1.01% 16
2022
Q2 		$4.1M Buy
24,337
+307
+1% +$53.6K 0.42% 59
2022
Q1 		$4.34M Sell
24,030
-639
-3% -$112K 0.36% 66
2021
Q4 		$4.22M Buy
24,669
+17,022
+223% +$2.86M 0.33% 74
2021
Q3 		$1.26M Sell
7,647
-46,793
-86% -$7.83M 0.23% 102
2021
Q2 		$9.02M Buy
54,440
+2,529
+5% +$430K 1.17% 11
2021
Q1 		$8.3M Buy
51,911
+3,105
+6% +$522K 1.26% 10
2020
Q4 		$8.71M Sell
48,806
-1,434
-3% -$253K 1.28% 12
2020
Q3 		$8.9M Sell
50,240
-4,652
-8% -$836K 1.47% 9
2020
Q2 		$9.19M Sell
54,892
-1,273
-2% -$205K 1.68% 6
2020
Q1 		$8.31M Buy
56,165
+3,976
+8% +$592K 1.91% 5
2019
Q4 		$7.46M Buy
52,189
+44,985
+624% +$6.29M 1.25% 7
2019
Q3 		$1M Buy
7,204
+3,522
+96% +$490K 0.17% 150
2019
Q2 		$490K Buy
3,682
+892
+32% +$110K 0.11% 205
2019
Q1 		$340K Sell
2,790
-70
-2% -$8.62K 0.08% 263
2018
Q4 		$346K Buy
2,860
+434
+18% +$50.4K 0.1% 224
2018
Q3 		$273K Sell
2,426
-526
-18% -$60.3K 0.07% 302
2018
Q2 		$350K Buy
2,952
+179
+6% +$22.2K 0.09% 231
2018
Q1 		$348K Buy
2,773
+347
+14% +$43.8K 0.11% 214
2017
Q4 		$299K Buy
2,426
+172
+8% +$20.9K 0.09% 252
2017
Q3 		$274K Sell
2,254
-18
-0.8% -$2.19K 0.09% 237
2017
Q2 		$268K Buy
+2,272
New +$272K 0.1% 233
2016
Q2 		– Sell
-2,104
Closed -$248K – 295
2016
Q1 		$248K Buy
+2,104
New +$238K 0.12% 202

Other funds holding GLD

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 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 $59B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Laurel Wealth Advisors (California)'s GLD Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its SPDR Gold Trust (GLD) stake by 26% in Q4 2022, selling an estimated $2.54M and leaving 45,384 shares worth $7.7M. The position accounts for 0.76% of the portfolio, ranked #29.

Laurel Wealth Advisors (California) first reported a position in GLD in Q1 2016 and has held it in 24 quarters since. The position peaked at $9.46M in Q3 2022. 1,831 funds tracked by Wall St. Rank hold GLD as of Q4 2022.

  • Laurel Wealth Advisors (California) held 45,384 shares of SPDR Gold Trust worth $7.7M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 15,782 SPDR Gold Trust shares in Q4 2022, an estimated $2.54M.
  • SPDR Gold Trust made up 0.76% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #29 holding.
  • Laurel Wealth Advisors (California) first reported a position in SPDR Gold Trust in Q1 2016 and has held it in 24 quarters since.
  • Laurel Wealth Advisors (California)'s SPDR Gold Trust position peaked at $9.46M in Q3 2022.
  • 1,831 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.