Meyer Handelman Company’s SPDR Gold Trust GLD Stock Holding History

Meyer Handelman Company’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	-1,429	Closed	-$255K	–	193
2023 Q2	$255K	Hold	1,429	–	–	0.01%	178
2023 Q1	$262K	Hold	1,429	–	–	0.01%	177
2022 Q4	$242K	Sell	1,429 -2,850	-67%	-$459K	0.01%	180
2022 Q3	$662K	Hold	4,279	–	–	0.03%	153
2022 Q2	$721K	Hold	4,279	–	–	0.03%	153
2022 Q1	$774K	Hold	4,279	–	–	0.03%	152
2021 Q4	$731K	Buy	4,279 +79	+2%	+$13.3K	0.03%	153
2021 Q3	$690K	Hold	4,200	–	–	0.03%	157
2021 Q2	$695K	Sell	4,200 -800	-16%	-$136K	0.03%	163
2021 Q1	$800K	Sell	5,000 -400	-7%	-$67.2K	0.03%	157
2020 Q4	$963K	Hold	5,400	–	–	0.04%	147
2020 Q3	$956K	Sell	5,400 -1,000	-16%	-$180K	0.05%	135
2020 Q2	$1.07M	Hold	6,400	–	–	0.06%	134
2020 Q1	$947K	Buy	6,400 +1,200	+23%	+$179K	0.06%	130
2019 Q4	$742K	Hold	5,200	–	–	0.04%	145
2019 Q3	$723K	Buy	+5,200	New	+$723K	0.04%	149

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

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

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Meyer Handelman Company's GLD Position: Q3 2023 in Review

Meyer Handelman Company sold out of SPDR Gold Trust (GLD) in Q3 2023, closing a stake of 1,429 shares — an estimated $255K sold.

Meyer Handelman Company first reported a position in GLD in Q3 2019 and held it in 16 quarters. The position peaked at $1.07M in Q2 2020. 1,849 funds tracked by Wall St. Rank hold GLD as of Q3 2023.

Meyer Handelman Company reported no remaining SPDR Gold Trust position as of Q3 2023 after selling out during the quarter.
Meyer Handelman Company sold 1,429 SPDR Gold Trust shares in Q3 2023, an estimated $255K.
Meyer Handelman Company first reported a position in SPDR Gold Trust in Q3 2019 and held it in 16 quarters.
Meyer Handelman Company's SPDR Gold Trust position peaked at $1.07M in Q2 2020.
1,849 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2023.

Based on Meyer Handelman Company's 13F filing for Q3 2023, filed 6 Nov 2023.