Lee Capital Holdings’s SPDR Gold Trust GLD Stock Holding History

Lee Capital Holdings’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	–	Sell	-5,000	Closed	-$773K	–	37
2022 Q3	$773K	Buy	+5,000	New	+$804K	1.08%	23

Other funds holding GLD

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 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

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

Lee Capital Holdings's GLD Position: Q1 2021 in Review

Lee Capital Holdings sold out of SPDR Gold Trust (GLD) in Q1 2021, closing a stake of 4,893 shares — an estimated $873K sold.

Lee Capital Holdings first reported a position in GLD in Q1 2020 and held it in 3 quarters. The position peaked at $873K in Q4 2020. 1,602 funds tracked by Wall St. Rank hold GLD as of Q1 2021.

Lee Capital Holdings reported no remaining SPDR Gold Trust position as of Q1 2021 after selling out during the quarter.
Lee Capital Holdings sold 4,893 SPDR Gold Trust shares in Q1 2021, an estimated $873K.
Lee Capital Holdings first reported a position in SPDR Gold Trust in Q1 2020 and held it in 3 quarters.
Lee Capital Holdings's SPDR Gold Trust position peaked at $873K in Q4 2020.
1,602 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2021.

Based on Lee Capital Holdings's 13F filing for Q1 2021, filed 14 May 2021.