Leo Brokerage’s SPDR Gold Trust GLD Stock Holding History

Leo Brokerage’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 Q2	$1.17M	Buy	6,553 +2,187	+50%	+$402K	0.13%	116
2023 Q1	$800K	Buy	+4,366	New	+$768K	0.12%	132
2022 Q2	$521K	Sell	3,092 -1,449	-32%	-$253K	0.14%	94
2022 Q1	$820K	Buy	+4,541	New	+$797K	0.13%	111
2021 Q3	$627K	Buy	3,817 +1,330	+53%	+$223K	0.12%	88
2021 Q2	$412K	Buy	+2,487	New	+$423K	0.08%	125
2021 Q1	–	Sell	-1,194	Closed	-$213K	–	185
2020 Q4	$213K	Buy	+1,194	New	+$210K	0.07%	160

Other funds holding GLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Leo Brokerage's GLD Position: Q2 2023 in Review

Leo Brokerage increased its SPDR Gold Trust (GLD) stake by 50% in Q2 2023, buying an estimated $402K and bringing the position to 6,553 shares worth $1.17M. The position accounts for 0.13% of the portfolio, ranked #116.

Leo Brokerage first reported a position in GLD in Q4 2020 and has held it in 7 quarters since. 1,901 funds tracked by Wall St. Rank hold GLD as of Q2 2023.

Leo Brokerage held 6,553 shares of SPDR Gold Trust worth $1.17M as of Q2 2023.
Leo Brokerage bought 2,187 SPDR Gold Trust shares in Q2 2023, an estimated $402K.
SPDR Gold Trust made up 0.13% of Leo Brokerage's portfolio in Q2 2023, its #116 holding.
Leo Brokerage first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 7 quarters since.
1,901 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2023.

Based on Leo Brokerage's 13F filing for Q2 2023, filed 25 Jul 2023.