Mitchell & Pahl Private Wealth’s SPDR Gold Trust GLD Stock Holding History

Mitchell & Pahl Private 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 Q4	–	Sell	-2,140	Closed	-$331K	–	153
2022 Q3	$331K	Hold	2,140	–	–	0.24%	122
2022 Q2	$361K	Hold	2,140	–	–	0.25%	120
2022 Q1	$387K	Hold	2,140	–	–	0.25%	116
2021 Q4	$366K	Hold	2,140	–	–	0.23%	123
2021 Q3	$351K	Hold	2,140	–	–	0.25%	114
2021 Q2	$354K	Hold	2,140	–	–	0.25%	118
2021 Q1	$342K	Hold	2,140	–	–	0.27%	113
2020 Q4	$382K	Buy	+2,140	New	+$377K	0.32%	96

Other funds holding GLD

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 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

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

Mitchell & Pahl Private Wealth's GLD Position: Q4 2022 in Review

Mitchell & Pahl Private Wealth sold out of SPDR Gold Trust (GLD) in Q4 2022, closing a stake of 2,140 shares — an estimated $331K sold.

Mitchell & Pahl Private Wealth first reported a position in GLD in Q4 2020 and held it in 8 quarters. The position peaked at $387K in Q1 2022. 1,831 funds tracked by Wall St. Rank hold GLD as of Q4 2022.

Mitchell & Pahl Private Wealth reported no remaining SPDR Gold Trust position as of Q4 2022 after selling out during the quarter.
Mitchell & Pahl Private Wealth sold 2,140 SPDR Gold Trust shares in Q4 2022, an estimated $331K.
Mitchell & Pahl Private Wealth first reported a position in SPDR Gold Trust in Q4 2020 and held it in 8 quarters.
Mitchell & Pahl Private Wealth's SPDR Gold Trust position peaked at $387K in Q1 2022.
1,831 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2022.

Based on Mitchell & Pahl Private Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.