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

Legacy 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
2022 Q3	$810K	Sell	5,237 -494	-9%	-$79.4K	1.34%	18
2022 Q2	$965K	Buy	5,731 +175	+3%	+$30.6K	1.38%	19
2022 Q1	$1M	Hold	5,556	–	–	1.18%	17
2021 Q4	$950K	Buy	5,556 +2,249	+68%	+$378K	1.08%	20
2021 Q3	$543K	Buy	3,307 +386	+13%	+$64.6K	0.61%	37
2021 Q2	$484K	Hold	2,921	–	–	0.55%	41
2021 Q1	$467K	Buy	2,921 +1,200	+70%	+$202K	0.6%	41
2020 Q4	$307K	Buy	1,721 +420	+32%	+$74K	0.39%	54
2020 Q3	$230K	Hold	1,301	–	–	0.26%	63
2020 Q2	$218K	Buy	+1,301	New	+$210K	0.26%	66

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

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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Legacy Wealth Planning's GLD Position: Q3 2022 in Review

Legacy Wealth Planning reduced its SPDR Gold Trust (GLD) stake by 8.6% in Q3 2022, selling an estimated $79.4K and leaving 5,237 shares worth $810K. The position accounts for 1.34% of the portfolio, ranked #18.

Legacy Wealth Planning first reported a position in GLD in Q2 2020 and has held it in 10 quarters since. The position peaked at $1M in Q1 2022. 1,756 funds tracked by Wall St. Rank hold GLD as of Q3 2022.

Legacy Wealth Planning held 5,237 shares of SPDR Gold Trust worth $810K as of Q3 2022.
Legacy Wealth Planning sold 494 SPDR Gold Trust shares in Q3 2022, an estimated $79.4K.
SPDR Gold Trust made up 1.34% of Legacy Wealth Planning's portfolio in Q3 2022, its #18 holding.
Legacy Wealth Planning first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 10 quarters since.
Legacy Wealth Planning's SPDR Gold Trust position peaked at $1M in Q1 2022.
1,756 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.