Life Planning Partners’s SPDR Gold Trust GLD Stock Holding History

Life Planning Partners’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 Q3	–	Sell	-1,994	Closed	-$429K	–	63
2024 Q2	$429K	Sell	1,994 -744	-27%	-$161K	0.39%	41
2024 Q1	$563K	Buy	2,738 +248	+10%	+$47.6K	0.56%	37
2023 Q4	$476K	Buy	+2,490	New	+$456K	0.47%	37
2022 Q3	$26.3K	Hold	170	–	–	0.03%	109
2022 Q2	$29K	Hold	170	–	–	0.03%	106
2022 Q1	$31K	Hold	170	–	–	0.03%	105
2021 Q4	$29K	Buy	+170	New	+$28.5K	0.03%	105

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Life Planning Partners's GLD Position: Q3 2024 in Review

Life Planning Partners sold out of SPDR Gold Trust (GLD) in Q3 2024, closing a stake of 1,994 shares — an estimated $429K sold.

Life Planning Partners first reported a position in GLD in Q4 2021 and held it in 7 quarters. The position peaked at $563K in Q1 2024. 2,208 funds tracked by Wall St. Rank hold GLD as of Q3 2024.

Life Planning Partners reported no remaining SPDR Gold Trust position as of Q3 2024 after selling out during the quarter.
Life Planning Partners sold 1,994 SPDR Gold Trust shares in Q3 2024, an estimated $429K.
Life Planning Partners first reported a position in SPDR Gold Trust in Q4 2021 and held it in 7 quarters.
Life Planning Partners's SPDR Gold Trust position peaked at $563K in Q1 2024.
2,208 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2024.

Based on Life Planning Partners's 13F filing for Q3 2024, filed 29 Oct 2024.