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Naviter Wealth’s SPDR Gold Trust GLD Stock Holding History

Naviter 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 		– Sell
-1,200
Closed -$202K – 190
2022
Q2 		$202K Hold
1,200
– – 0.08% 176
2022
Q1 		$217K Sell
1,200
-3,310
-73% -$581K 0.07% 88
2021
Q4 		$771K Buy
+4,510
New +$757K 0.23% 66

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 $59B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 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 $83.3B AUM 31.19% 1-Year Est. Return

Naviter Wealth's GLD Position: Q3 2022 in Review

Naviter Wealth sold out of SPDR Gold Trust (GLD) in Q3 2022, closing a stake of 1,200 shares — an estimated $202K sold.

Naviter Wealth first reported a position in GLD in Q4 2021 and held it in 3 quarters. The position peaked at $771K in Q4 2021. 1,756 funds tracked by Wall St. Rank hold GLD as of Q3 2022.

  • Naviter Wealth reported no remaining SPDR Gold Trust position as of Q3 2022 after selling out during the quarter.
  • Naviter Wealth sold 1,200 SPDR Gold Trust shares in Q3 2022, an estimated $202K.
  • Naviter Wealth first reported a position in SPDR Gold Trust in Q4 2021 and held it in 3 quarters.
  • Naviter Wealth's SPDR Gold Trust position peaked at $771K in Q4 2021.
  • 1,756 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2022.

Based on Naviter Wealth's 13F filing for Q3 2022, filed 27 Oct 2022.