MFA Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

MFA Wealth Advisors’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
2024 Q1	–	Sell	-2,400	Closed	-$459K	–	90
2023 Q4	$459K	Buy	+2,400	New	+$440K	0.13%	67

Other funds holding GLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Jane Street New York $777B AUM 61.18% 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

MFA Wealth Advisors's GLD Position: Q1 2024 in Review

MFA Wealth Advisors sold out of SPDR Gold Trust (GLD) in Q1 2024, closing a stake of 2,400 shares — an estimated $459K sold.

MFA Wealth Advisors first reported a position in GLD in Q4 2023 and held it in 1 quarter. The position peaked at $459K in Q4 2023. 2,070 funds tracked by Wall St. Rank hold GLD as of Q1 2024.

MFA Wealth Advisors reported no remaining SPDR Gold Trust position as of Q1 2024 after selling out during the quarter.
MFA Wealth Advisors sold 2,400 SPDR Gold Trust shares in Q1 2024, an estimated $459K.
MFA Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2023 and held it in 1 quarter.
MFA Wealth Advisors's SPDR Gold Trust position peaked at $459K in Q4 2023.
2,070 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2024.

Based on MFA Wealth Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.