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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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return