Lumature Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

Lumature Wealth 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
2023 Q2	$895K	Sell	5,020 -1	-0%	-$184	0.53%	42
2023 Q1	$920K	Sell	5,021 -406	-7%	-$71.4K	0.52%	43
2022 Q4	$921K	Sell	5,427 -5	-0.1%	-$805	0.51%	40
2022 Q3	$840K	Sell	5,432 -282	-5%	-$45.3K	0.45%	48
2022 Q2	$963K	Sell	5,714 -275	-5%	-$48K	0.43%	49
2022 Q1	$1.08M	Sell	5,989 -137	-2%	-$24K	0.43%	53
2021 Q4	$1.05M	Sell	6,126 -3	-0%	-$504	0.41%	55
2021 Q3	$1.01M	Buy	6,129 +58	+1%	+$9.71K	0.41%	51
2021 Q2	$1.01M	Buy	6,071 +1,470	+32%	+$250K	0.42%	50
2021 Q1	$736K	Buy	4,601 +1,019	+28%	+$171K	0.39%	52
2020 Q4	$639K	Buy	+3,582	New	+$631K	0.6%	44

Other funds holding GLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Lumature Wealth Partners's GLD Position: Q2 2023 in Review

Lumature Wealth Partners reduced its SPDR Gold Trust (GLD) stake by 0.02% in Q2 2023, selling an estimated $184 and leaving 5,020 shares worth $895K. The position accounts for 0.53% of the portfolio, ranked #42.

Lumature Wealth Partners first reported a position in GLD in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.08M in Q1 2022. 1,902 funds tracked by Wall St. Rank hold GLD as of Q2 2023.

Lumature Wealth Partners held 5,020 shares of SPDR Gold Trust worth $895K as of Q2 2023.
Lumature Wealth Partners sold 1 SPDR Gold Trust share in Q2 2023, an estimated $184.
SPDR Gold Trust made up 0.53% of Lumature Wealth Partners's portfolio in Q2 2023, its #42 holding.
Lumature Wealth Partners first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 11 quarters since.
Lumature Wealth Partners's SPDR Gold Trust position peaked at $1.08M in Q1 2022.
1,902 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.