Minot Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Minot 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
2022 Q2	$2.46M	Sell	14,608 -146	-1%	-$25.5K	0.63%	46
2022 Q1	$2.67M	Sell	14,754 -364	-2%	-$63.9K	0.57%	46
2021 Q4	$2.58M	Hold	15,118	–	–	0.5%	52
2021 Q3	$2.48M	Buy	15,118 +636	+4%	+$106K	0.54%	52
2021 Q2	$2.45M	Sell	14,482 -4,312	-23%	-$733K	0.54%	53
2021 Q1	$3.01M	Sell	18,794 -24,914	-57%	-$4.19M	0.77%	44
2020 Q4	$7.8M	Buy	43,708 +7,775	+22%	+$1.37M	2.33%	6
2020 Q3	$6.36M	Buy	35,933 +18,488	+106%	+$3.32M	2.4%	5
2020 Q2	$2.92M	Buy	17,445 +5,200	+42%	+$839K	1.46%	28
2020 Q1	$1.81M	Buy	12,245 +3,279	+37%	+$488K	1.3%	25
2019 Q4	$1.32M	Buy	+8,966	New	+$1.25M	0.6%	53

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Minot Wealth Management's GLD Position: Q2 2022 in Review

Minot Wealth Management reduced its SPDR Gold Trust (GLD) stake by 0.99% in Q2 2022, selling an estimated $25.5K and leaving 14,608 shares worth $2.46M. The position accounts for 0.63% of the portfolio, ranked #46.

Minot Wealth Management first reported a position in GLD in Q4 2019 and has held it in 11 quarters since. The position peaked at $7.8M in Q4 2020. 1,870 funds tracked by Wall St. Rank hold GLD as of Q2 2022.

Minot Wealth Management held 14,608 shares of SPDR Gold Trust worth $2.46M as of Q2 2022.
Minot Wealth Management sold 146 SPDR Gold Trust shares in Q2 2022, an estimated $25.5K.
SPDR Gold Trust made up 0.63% of Minot Wealth Management's portfolio in Q2 2022, its #46 holding.
Minot Wealth Management first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 11 quarters since.
Minot Wealth Management's SPDR Gold Trust position peaked at $7.8M in Q4 2020.
1,870 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.