Lehman & Derafelo Financial Resources’s SPDR Gold Trust GLD Stock Holding History

Lehman & Derafelo Financial Resources’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	$1.23M	Hold	7,247	–	–	0.36%	40
2022 Q3	$1.12M	Sell	7,247 -50	-0.7%	-$8.04K	0.35%	38
2022 Q2	$1.23M	Hold	7,297	–	–	0.38%	41
2022 Q1	$1.32M	Hold	7,297	–	–	0.37%	41
2021 Q4	$1.25M	Buy	7,297 +305	+4%	+$51.2K	0.38%	42
2021 Q3	$1.15M	Sell	6,992 -865	-11%	-$145K	0.37%	44
2021 Q2	$1.3M	Buy	7,857 +1,250	+19%	+$212K	0.36%	43
2021 Q1	$1.06M	Buy	6,607 +580	+10%	+$97.5K	0.3%	49
2020 Q4	$1.07M	Sell	6,027 -48	-0.8%	-$8.45K	0.32%	48
2020 Q3	$1.08M	Buy	6,075 +135	+2%	+$24.3K	0.34%	51
2020 Q2	$994K	Hold	5,940	–	–	0.35%	56
2020 Q1	$879K	Buy	5,940 +515	+9%	+$76.7K	0.37%	44
2019 Q4	$775K	Hold	5,425	–	–	0.28%	53
2019 Q3	$753K	Hold	5,425	–	–	0.29%	51
2019 Q2	$717K	Hold	5,425	–	–	0.29%	49
2019 Q1	$662K	Hold	5,425	–	–	0.29%	49
2018 Q4	$658K	Buy	+5,425	New	+$630K	0.33%	41

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

Lehman & Derafelo Financial Resources's GLD Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources held its SPDR Gold Trust (GLD) position steady in Q4 2022 at 7,247 shares worth $1.23M. The position accounts for 0.36% of the portfolio, ranked #40.

Lehman & Derafelo Financial Resources first reported a position in GLD in Q4 2018 and has held it in 17 quarters since. The position peaked at $1.32M in Q1 2022. 1,831 funds tracked by Wall St. Rank hold GLD as of Q4 2022.

Lehman & Derafelo Financial Resources held 7,247 shares of SPDR Gold Trust worth $1.23M as of Q4 2022.
Lehman & Derafelo Financial Resources left its SPDR Gold Trust share count unchanged in Q4 2022.
SPDR Gold Trust made up 0.36% of Lehman & Derafelo Financial Resources's portfolio in Q4 2022, its #40 holding.
Lehman & Derafelo Financial Resources first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 17 quarters since.
Lehman & Derafelo Financial Resources's SPDR Gold Trust position peaked at $1.32M in Q1 2022.
1,831 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.