Ledge Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Ledge 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
2023 Q4	$531K	Hold	2,779	–	–	0.21%	47
2023 Q3	$476K	Sell	2,779 -899	-24%	-$161K	0.21%	48
2023 Q2	$656K	Buy	3,678 +9	+0.2%	+$1.65K	0.31%	45
2023 Q1	$672K	Hold	3,669	–	–	0.32%	47
2022 Q4	$622K	Hold	3,669	–	–	0.28%	50
2022 Q3	$567K	Sell	3,669 -415	-10%	-$66.7K	0.35%	49
2022 Q2	$688K	Sell	4,084 -239	-6%	-$41.7K	0.42%	46
2022 Q1	$781K	Buy	+4,323	New	+$758K	0.49%	46

Other funds holding GLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Ledge Wealth Management's GLD Position: Q4 2023 in Review

Ledge Wealth Management held its SPDR Gold Trust (GLD) position steady in Q4 2023 at 2,779 shares worth $531K. The position accounts for 0.21% of the portfolio, ranked #47.

Ledge Wealth Management first reported a position in GLD in Q1 2022 and has held it in 8 quarters since. The position peaked at $781K in Q1 2022. 2,025 funds tracked by Wall St. Rank hold GLD as of Q4 2023.

Ledge Wealth Management held 2,779 shares of SPDR Gold Trust worth $531K as of Q4 2023.
Ledge Wealth Management left its SPDR Gold Trust share count unchanged in Q4 2023.
SPDR Gold Trust made up 0.21% of Ledge Wealth Management's portfolio in Q4 2023, its #47 holding.
Ledge Wealth Management first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 8 quarters since.
Ledge Wealth Management's SPDR Gold Trust position peaked at $781K in Q1 2022.
2,025 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.