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Level Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Level Financial 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
2023
Q3 		– Sell
-53
Closed -$9.45K – 293
2023
Q2 		$9.45K Buy
+53
New +$9.74K 0.01% 193

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Level Financial Advisors's GLD Position: Q3 2023 in Review

Level Financial Advisors sold out of SPDR Gold Trust (GLD) in Q3 2023, closing a stake of 53 shares — an estimated $9.45K sold.

Level Financial Advisors first reported a position in GLD in Q2 2023 and held it in 1 quarter. The position peaked at $9.45K in Q2 2023. 1,849 funds tracked by Wall St. Rank hold GLD as of Q3 2023.

  • Level Financial Advisors reported no remaining SPDR Gold Trust position as of Q3 2023 after selling out during the quarter.
  • Level Financial Advisors sold 53 SPDR Gold Trust shares in Q3 2023, an estimated $9.45K.
  • Level Financial Advisors first reported a position in SPDR Gold Trust in Q2 2023 and held it in 1 quarter.
  • Level Financial Advisors's SPDR Gold Trust position peaked at $9.45K in Q2 2023.
  • 1,849 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2023.

Based on Level Financial Advisors's 13F filing for Q3 2023, filed 18 Oct 2023.