LifePro Asset Management’s SPDR Gold Trust GLD Stock Holding History

LifePro Asset 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 Q3	$230K	Buy	+946	New	+$217K	0.14%	134
2022 Q4	–	Sell	-36,299	Closed	-$5.61M	–	109
2022 Q3	$5.61M	Buy	+36,299	New	+$5.84M	3.23%	7
2022 Q2	–	Sell	-1,505	Closed	-$272K	–	123
2022 Q1	$272K	Buy	1,505 +103	+7%	+$18.1K	0.1%	104
2021 Q4	$240K	Buy	1,402 +120	+9%	+$20.1K	0.07%	114
2021 Q3	$211K	Buy	+1,282	New	+$215K	0.06%	94

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

LifePro Asset Management's GLD Position: Q3 2024 in Review

LifePro Asset Management opened a new position in SPDR Gold Trust (GLD) in Q3 2024: 946 shares worth $230K. The stake represents 0.14% of the portfolio and ranks #134 among its holdings. This is a return to the name: LifePro Asset Management previously reported a position in GLD as recently as Q3 2022.

LifePro Asset Management first reported a position in GLD in Q3 2021 and has held it in 5 quarters since. The position peaked at $5.61M in Q3 2022. 2,208 funds tracked by Wall St. Rank hold GLD as of Q3 2024.

LifePro Asset Management held 946 shares of SPDR Gold Trust worth $230K as of Q3 2024.
SPDR Gold Trust was a new LifePro Asset Management position in Q3 2024.
SPDR Gold Trust made up 0.14% of LifePro Asset Management's portfolio in Q3 2024, its #134 holding.
LifePro Asset Management first reported a position in SPDR Gold Trust in Q3 2021 and has held it in 5 quarters since.
LifePro Asset Management's SPDR Gold Trust position peaked at $5.61M in Q3 2022.
2,208 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.