NMM
GLD icon

Naples Money Management’s SPDR Gold Trust GLD Stock Holding History

Naples Money 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
2024
Q3 		$24.3K Hold
100
– – 0.02% 125
2024
Q2 		$21.6K Hold
100
– – 0.02% 121
2024
Q1 		$20.6K Sell
100
-64
-39% -$12.3K 0.02% 133
2023
Q4 		$31.4K Buy
+164
New +$30.1K 0.03% 108

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Naples Money Management's GLD Position: Q3 2024 in Review

Naples Money Management held its SPDR Gold Trust (GLD) position steady in Q3 2024 at 100 shares worth $24.3K. The position accounts for 0.02% of the portfolio, ranked #125.

Naples Money Management first reported a position in GLD in Q4 2023 and has held it in 4 quarters since. The position peaked at $31.4K in Q4 2023. 2,209 funds tracked by Wall St. Rank hold GLD as of Q3 2024.

  • Naples Money Management held 100 shares of SPDR Gold Trust worth $24.3K as of Q3 2024.
  • Naples Money Management left its SPDR Gold Trust share count unchanged in Q3 2024.
  • SPDR Gold Trust made up 0.02% of Naples Money Management's portfolio in Q3 2024, its #125 holding.
  • Naples Money Management first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's SPDR Gold Trust position peaked at $31.4K in Q4 2023.
  • 2,209 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.