Lenox Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Lenox Wealth Advisors’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 Q1	$19K	Sell	106 -8	-7%	-$1.4K	﹤0.01%	388
2021 Q4	$19K	Buy	114 +58	+104%	+$9.74K	﹤0.01%	409
2021 Q3	$9K	Hold	56	–	–	﹤0.01%	482
2021 Q2	$9K	Buy	+56	New	+$9.52K	﹤0.01%	488
2020 Q1	–	Sell	-486	Closed	-$69K	–	840
2019 Q4	$69K	Buy	+486	New	+$67.9K	0.01%	144
2015 Q2	–	Sell	-77	Closed	-$9K	–	312
2015 Q1	$9K	Buy	+77	New	+$9.01K	﹤0.01%	166
2014 Q1	–	Sell	-106	Closed	-$12K	–	248
2013 Q4	$12K	Buy	+106	New	+$13K	0.01%	151

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

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

Lenox Wealth Advisors's GLD Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 7% in Q1 2022, selling an estimated $1.4K and leaving 106 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #388.

Lenox Wealth Advisors first reported a position in GLD in Q4 2013 and has held it in 7 quarters since. The position peaked at $69K in Q4 2019. 1,881 funds tracked by Wall St. Rank hold GLD as of Q1 2022.

Lenox Wealth Advisors held 106 shares of SPDR Gold Trust worth $19K as of Q1 2022.
Lenox Wealth Advisors sold 8 SPDR Gold Trust shares in Q1 2022, an estimated $1.4K.
SPDR Gold Trust made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #388 holding.
Lenox Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2013 and has held it in 7 quarters since.
Lenox Wealth Advisors's SPDR Gold Trust position peaked at $69K in Q4 2019.
1,881 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.