Laurel Wealth Planning’s SPDR Gold Trust GLD Stock Holding History

Laurel Wealth Planning’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
2023 Q1	–	Sell	-403	Closed	-$68.4K	–	109
2022 Q4	$68.4K	Hold	403	–	–	0.04%	97
2022 Q3	$62K	Hold	403	–	–	0.05%	95
2022 Q2	$68K	Hold	403	–	–	0.05%	98
2022 Q1	$73K	Hold	403	–	–	0.05%	109
2021 Q4	$69K	Sell	403 -16,120	-98%	-$2.71M	0.05%	85
2021 Q3	$2.71M	Sell	16,523 -692	-4%	-$116K	2.19%	18
2021 Q2	$2.85M	Sell	17,215 -494	-3%	-$83.9K	2.49%	16
2021 Q1	$2.83M	Buy	17,709 +1,707	+11%	+$287K	2.59%	16
2020 Q4	$2.85M	Buy	+16,002	New	+$2.82M	2.78%	15

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Laurel Wealth Planning's GLD Position: Q1 2023 in Review

Laurel Wealth Planning sold out of SPDR Gold Trust (GLD) in Q1 2023, closing a stake of 403 shares — an estimated $68.4K sold.

Laurel Wealth Planning first reported a position in GLD in Q4 2020 and held it in 9 quarters. The position peaked at $2.85M in Q4 2020. 1,903 funds tracked by Wall St. Rank hold GLD as of Q1 2023.

Laurel Wealth Planning reported no remaining SPDR Gold Trust position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 403 SPDR Gold Trust shares in Q1 2023, an estimated $68.4K.
Laurel Wealth Planning first reported a position in SPDR Gold Trust in Q4 2020 and held it in 9 quarters.
Laurel Wealth Planning's SPDR Gold Trust position peaked at $2.85M in Q4 2020.
1,903 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.