LeJeune Puetz Investment Counsel’s SPDR Gold Trust GLD Stock Holding History

LeJeune Puetz Investment Counsel’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	$142K	Hold	775	–	–	0.05%	182
2022 Q4	$131K	Hold	775	–	–	0.05%	181
2022 Q3	$120K	Hold	775	–	–	0.05%	182
2022 Q2	$130K	Buy	775 +150	+24%	+$26.2K	0.05%	179
2022 Q1	$112K	Hold	625	–	–	0.04%	186
2021 Q4	$107K	Hold	625	–	–	0.04%	194
2021 Q3	$103K	Hold	625	–	–	0.04%	194
2021 Q2	$104K	Buy	+625	New	+$106K	0.04%	185
2021 Q1	–	Sell	-625	Closed	-$111K	–	184
2020 Q4	$111K	Hold	625	–	–	0.05%	179
2020 Q3	$111K	Hold	625	–	–	0.05%	171
2020 Q2	$105K	Buy	+625	New	+$101K	0.05%	167
2019 Q3	–	Sell	-785	Closed	-$105K	–	180
2019 Q2	$105K	Buy	+785	New	+$97K	0.05%	178

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

LeJeune Puetz Investment Counsel's GLD Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel held its SPDR Gold Trust (GLD) position steady in Q1 2023 at 775 shares worth $142K. The position accounts for 0.05% of the portfolio, ranked #182.

LeJeune Puetz Investment Counsel first reported a position in GLD in Q2 2019 and has held it in 12 quarters since. 1,903 funds tracked by Wall St. Rank hold GLD as of Q1 2023.

LeJeune Puetz Investment Counsel held 775 shares of SPDR Gold Trust worth $142K as of Q1 2023.
LeJeune Puetz Investment Counsel left its SPDR Gold Trust share count unchanged in Q1 2023.
SPDR Gold Trust made up 0.05% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #182 holding.
LeJeune Puetz Investment Counsel first reported a position in SPDR Gold Trust in Q2 2019 and has held it in 12 quarters since.
1,903 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.