LWM Advisory Services’s SPDR Gold Trust GLD Stock Holding History

LWM Advisory Services’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 Q4	–	Sell	-554	Closed	-$95K	–	109
2023 Q3	$95K	Buy	+554	New	+$99.1K	0.1%	81

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

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

LWM Advisory Services's GLD Position: Q4 2023 in Review

LWM Advisory Services sold out of SPDR Gold Trust (GLD) in Q4 2023, closing a stake of 554 shares — an estimated $95K sold.

LWM Advisory Services first reported a position in GLD in Q3 2023 and held it in 1 quarter. The position peaked at $95K in Q3 2023. 2,025 funds tracked by Wall St. Rank hold GLD as of Q4 2023.

LWM Advisory Services reported no remaining SPDR Gold Trust position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 554 SPDR Gold Trust shares in Q4 2023, an estimated $95K.
LWM Advisory Services first reported a position in SPDR Gold Trust in Q3 2023 and held it in 1 quarter.
LWM Advisory Services's SPDR Gold Trust position peaked at $95K in Q3 2023.
2,025 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.