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Life Line Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Life Line Wealth Management’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
2024
Q4 		– Sell
-107,630
Closed -$26.2M – 27
2024
Q3 		$26.2M Buy
+107,630
New +$24.6M 9.35% 6

Other funds holding GLD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Life Line Wealth Management's GLD Position: Q4 2024 in Review

Life Line Wealth Management sold out of SPDR Gold Trust (GLD) in Q4 2024, closing a stake of 107,630 shares — an estimated $26.2M sold.

Life Line Wealth Management first reported a position in GLD in Q3 2024 and held it in 1 quarter. The position peaked at $26.2M in Q3 2024. 2,416 funds tracked by Wall St. Rank hold GLD as of Q4 2024.

  • Life Line Wealth Management reported no remaining SPDR Gold Trust position as of Q4 2024 after selling out during the quarter.
  • Life Line Wealth Management sold 107,630 SPDR Gold Trust shares in Q4 2024, an estimated $26.2M.
  • Life Line Wealth Management first reported a position in SPDR Gold Trust in Q3 2024 and held it in 1 quarter.
  • Life Line Wealth Management's SPDR Gold Trust position peaked at $26.2M in Q3 2024.
  • 2,416 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2024.

Based on Life Line Wealth Management's 13F filing for Q4 2024, filed 25 Mar 2025.