McCarthy Asset Management’s SPDR Gold Trust GLD Stock Holding History

McCarthy Asset 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
2022 Q2	–	Sell	-762	Closed	-$138K	–	130
2022 Q1	$138K	Hold	762	–	–	0.1%	45
2021 Q4	$130K	Hold	762	–	–	0.09%	50
2021 Q3	$125K	Sell	762 -290	-28%	-$48.5K	0.09%	48
2021 Q2	$174K	Hold	1,052	–	–	0.12%	41
2021 Q1	$168K	Buy	1,052 +290	+38%	+$48.7K	0.13%	39
2020 Q4	$136K	Buy	+762	New	+$134K	0.11%	45

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

McCarthy Asset Management's GLD Position: Q2 2022 in Review

McCarthy Asset Management sold out of SPDR Gold Trust (GLD) in Q2 2022, closing a stake of 762 shares — an estimated $138K sold.

McCarthy Asset Management first reported a position in GLD in Q4 2020 and held it in 6 quarters. The position peaked at $174K in Q2 2021. 1,870 funds tracked by Wall St. Rank hold GLD as of Q2 2022.

McCarthy Asset Management reported no remaining SPDR Gold Trust position as of Q2 2022 after selling out during the quarter.
McCarthy Asset Management sold 762 SPDR Gold Trust shares in Q2 2022, an estimated $138K.
McCarthy Asset Management first reported a position in SPDR Gold Trust in Q4 2020 and held it in 6 quarters.
McCarthy Asset Management's SPDR Gold Trust position peaked at $174K in Q2 2021.
1,870 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2022.

Based on McCarthy Asset Management's 13F filing for Q2 2022, filed 20 Jul 2022.