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Mangham Associates’s SPDR Gold Trust GLD Stock Holding History

Mangham Associates’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
Q3 		$3.92M Buy
22,865
+19,777
+640% +$3.54M 7.27% 4
2023
Q2 		$550K Hold
3,088
– – 0.94% 10
2023
Q1 		$566K Hold
3,088
– – 0.9% 10
2022
Q4 		$524K Hold
3,088
– – 0.76% 10
2022
Q3 		$478K Sell
3,088
-1,265
-29% -$203K 0.56% 10
2022
Q2 		$733K Buy
4,353
+1,658
+62% +$290K 0.78% 7
2022
Q1 		$483K Buy
+2,695
New +$473K 0.46% 8

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Mangham Associates's GLD Position: Q3 2023 in Review

Mangham Associates increased its SPDR Gold Trust (GLD) stake by 640% in Q3 2023, buying an estimated $3.54M and bringing the position to 22,865 shares worth $3.92M. The position accounts for 7.27% of the portfolio, ranked #4.

Mangham Associates first reported a position in GLD in Q1 2022 and has held it in 7 quarters since. 1,849 funds tracked by Wall St. Rank hold GLD as of Q3 2023.

  • Mangham Associates held 22,865 shares of SPDR Gold Trust worth $3.92M as of Q3 2023.
  • Mangham Associates bought 19,777 SPDR Gold Trust shares in Q3 2023, an estimated $3.54M.
  • SPDR Gold Trust made up 7.27% of Mangham Associates's portfolio in Q3 2023, its #4 holding.
  • Mangham Associates first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 7 quarters since.
  • 1,849 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2023.

Based on Mangham Associates's 13F filing for Q3 2023, filed 16 Oct 2023.