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Mariner Independent Advisor Network’s SPDR Gold Trust GLD Stock Holding History

Mariner Independent Advisor Network’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
2022
Q3 		$6.32M Sell
40,882
-11,440
-22% -$1.84M 0.27% 83
2022
Q2 		$8.67M Sell
52,322
-4,351
-8% -$760K 0.37% 63
2022
Q1 		$10.2M Buy
56,673
+17,633
+45% +$3.09M 0.39% 59
2021
Q4 		$6.6M Sell
39,040
-6,575
-14% -$1.1M 0.31% 77
2021
Q3 		$7.5M Sell
45,615
-1,665
-4% -$279K 0.37% 68
2021
Q2 		$7.83M Sell
47,280
-38,277
-45% -$6.5M 0.36% 63
2021
Q1 		$13.7M Sell
85,557
-5,749
-6% -$966K 0.71% 27
2020
Q4 		$16.3M Buy
91,306
+10,514
+13% +$1.85M 0.87% 20
2020
Q3 		$14.3M Sell
80,792
-4,203
-5% -$755K 1.19% 13
2020
Q2 		$14.2M Buy
84,995
+31,935
+60% +$5.15M 1.3% 12
2020
Q1 		$7.93M Buy
53,060
+17,858
+51% +$2.66M 0.72% 30
2019
Q4 		$5.03M Buy
35,202
+10,581
+43% +$1.48M 0.36% 71
2019
Q3 		$3.44M Buy
24,621
+4,869
+25% +$677K 0.26% 96
2019
Q2 		$2.59M Sell
19,752
-8,084
-29% -$999K 0.19% 125
2019
Q1 		$3.39M Buy
27,836
+914
+3% +$113K 0.29% 87
2018
Q4 		$3.28M Buy
+26,922
New +$3.13M 0.29% 86
2018
Q2 		– Sell
-24,984
Closed -$3.14M – 214
2018
Q1 		$3.14M Buy
24,984
+5,628
+29% +$710K 0.19% 106
2017
Q4 		$2.39M Buy
+19,356
New +$2.35M 0.25% 95
2017
Q1 		– Sell
-28,276
Closed -$3.1M – 296
2016
Q4 		$3.1M Sell
28,276
-51,555
-65% -$5.98M 0.5% 57
2016
Q3 		$10M Buy
79,831
+15,028
+23% +$1.91M 1.43% 17
2016
Q2 		$8.2M Buy
64,803
+27,487
+74% +$3.31M 1.55% 15
2016
Q1 		$4.39M Buy
+37,316
New +$4.23M 1.4% 23
2015
Q1 		– Sell
-4,770
Closed -$542K – 109
2014
Q4 		$542K Buy
4,770
+242
+5% +$27.9K 0.25% 73
2014
Q3 		$526K Sell
4,528
-10,507
-70% -$1.3M 0.27% 57
2014
Q2 		$1.93M Buy
+15,035
New +$1.87M 0.95% 31

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Mariner Independent Advisor Network's GLD Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its SPDR Gold Trust (GLD) stake by 22% in Q3 2022, selling an estimated $1.84M and leaving 40,882 shares worth $6.32M. The position accounts for 0.27% of the portfolio, ranked #83.

Mariner Independent Advisor Network first reported a position in GLD in Q2 2014 and has held it in 25 quarters since. The position peaked at $16.3M in Q4 2020. 1,756 funds tracked by Wall St. Rank hold GLD as of Q3 2022.

  • Mariner Independent Advisor Network held 40,882 shares of SPDR Gold Trust worth $6.32M as of Q3 2022.
  • Mariner Independent Advisor Network sold 11,440 SPDR Gold Trust shares in Q3 2022, an estimated $1.84M.
  • SPDR Gold Trust made up 0.27% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #83 holding.
  • Mariner Independent Advisor Network first reported a position in SPDR Gold Trust in Q2 2014 and has held it in 25 quarters since.
  • Mariner Independent Advisor Network's SPDR Gold Trust position peaked at $16.3M in Q4 2020.
  • 1,756 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.