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Milestone Wealth’s SPDR Gold Trust GLD Stock Holding History

Milestone Wealth’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 		$1.34M Buy
8,676
+5,000
+136% +$804K 1.5% 14
2022
Q2 		$619K Buy
3,676
+703
+24% +$123K 0.65% 22
2022
Q1 		$509K Hold
2,973
– – 0.41% 28
2021
Q4 		$509K Buy
+2,973
New +$499K 0.41% 28

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 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 $100B AUM 36.93% 1-Year Est. Return

Milestone Wealth's GLD Position: Q3 2022 in Review

Milestone Wealth increased its SPDR Gold Trust (GLD) stake by 136% in Q3 2022, buying an estimated $804K and bringing the position to 8,676 shares worth $1.34M. The position accounts for 1.5% of the portfolio, ranked #14.

Milestone Wealth first reported a position in GLD in Q4 2021 and has held it in 4 quarters since. 1,754 funds tracked by Wall St. Rank hold GLD as of Q3 2022.

  • Milestone Wealth held 8,676 shares of SPDR Gold Trust worth $1.34M as of Q3 2022.
  • Milestone Wealth bought 5,000 SPDR Gold Trust shares in Q3 2022, an estimated $804K.
  • SPDR Gold Trust made up 1.5% of Milestone Wealth's portfolio in Q3 2022, its #14 holding.
  • Milestone Wealth first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 4 quarters since.
  • 1,754 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.