Momentum Advisors’s SPDR Gold Trust GLD Stock Holding History

Momentum 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
2022 Q4	$2.35M	Sell	13,827 -41	-0.3%	-$6.6K	2.38%	9
2022 Q3	$2.15M	Sell	13,868 -65	-0.5%	-$10.5K	2.37%	9
2022 Q2	$2.35M	Buy	+13,933	New	+$2.43M	2.64%	9

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

Momentum Advisors's GLD Position: Q4 2022 in Review

Momentum Advisors reduced its SPDR Gold Trust (GLD) stake by 0.3% in Q4 2022, selling an estimated $6.6K and leaving 13,827 shares worth $2.35M. The position accounts for 2.38% of the portfolio, ranked #9.

Momentum Advisors first reported a position in GLD in Q2 2022 and has held it in 3 quarters since. The position peaked at $2.35M in Q2 2022. 1,831 funds tracked by Wall St. Rank hold GLD as of Q4 2022.

Momentum Advisors held 13,827 shares of SPDR Gold Trust worth $2.35M as of Q4 2022.
Momentum Advisors sold 41 SPDR Gold Trust shares in Q4 2022, an estimated $6.6K.
SPDR Gold Trust made up 2.38% of Momentum Advisors's portfolio in Q4 2022, its #9 holding.
Momentum Advisors first reported a position in SPDR Gold Trust in Q2 2022 and has held it in 3 quarters since.
Momentum Advisors's SPDR Gold Trust position peaked at $2.35M in Q2 2022.
1,831 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2022.

Based on Momentum Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.