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Masso Torrence Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Masso Torrence Wealth 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
2023
Q3 		– Sell
-1,168
Closed -$208K – 85
2023
Q2 		$208K Sell
1,168
-100
-8% -$18.4K 0.15% 79
2023
Q1 		$232K Hold
1,268
– – 0.18% 79
2022
Q4 		$215K Buy
+1,268
New +$204K 0.17% 83

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 $11.5B AUM 18.72% 1-Year Est. Return

Masso Torrence Wealth Management's GLD Position: Q3 2023 in Review

Masso Torrence Wealth Management sold out of SPDR Gold Trust (GLD) in Q3 2023, closing a stake of 1,168 shares — an estimated $208K sold.

Masso Torrence Wealth Management first reported a position in GLD in Q4 2022 and held it in 3 quarters. The position peaked at $232K in Q1 2023. 1,849 funds tracked by Wall St. Rank hold GLD as of Q3 2023.

  • Masso Torrence Wealth Management reported no remaining SPDR Gold Trust position as of Q3 2023 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 1,168 SPDR Gold Trust shares in Q3 2023, an estimated $208K.
  • Masso Torrence Wealth Management first reported a position in SPDR Gold Trust in Q4 2022 and held it in 3 quarters.
  • Masso Torrence Wealth Management's SPDR Gold Trust position peaked at $232K in Q1 2023.
  • 1,849 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2023.

Based on Masso Torrence Wealth Management's 13F filing for Q3 2023, filed 7 Nov 2023.