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New Legacy Group’s SPDR Gold Trust GLD Stock Holding History

New Legacy Group’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
2023
Q3 		$1.2M Hold
7,000
– – 3.28% 7
2023
Q2 		$1.25M Hold
7,000
– – 3.16% 8
2023
Q1 		$1.28M Hold
7,000
– – 3.65% 8
2022
Q4 		$1.19M Hold
7,000
– – 3.69% 9
2022
Q3 		$1.08M Hold
7,000
– – 2.79% 9
2022
Q2 		$1.18M Hold
7,000
– – 2.39% 9
2022
Q1 		$1.26M Hold
7,000
– – 0.47% 9
2021
Q4 		$1.2M Buy
+7,000
New +$1.18M 0.23% 10

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

New Legacy Group's GLD Position: Q3 2023 in Review

New Legacy Group held its SPDR Gold Trust (GLD) position steady in Q3 2023 at 7,000 shares worth $1.2M. The position accounts for 3.28% of the portfolio, ranked #7.

New Legacy Group first reported a position in GLD in Q4 2021 and has held it in 8 quarters since. The position peaked at $1.28M in Q1 2023. 1,849 funds tracked by Wall St. Rank hold GLD as of Q3 2023.

  • New Legacy Group held 7,000 shares of SPDR Gold Trust worth $1.2M as of Q3 2023.
  • New Legacy Group left its SPDR Gold Trust share count unchanged in Q3 2023.
  • SPDR Gold Trust made up 3.28% of New Legacy Group's portfolio in Q3 2023, its #7 holding.
  • New Legacy Group first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 8 quarters since.
  • New Legacy Group's SPDR Gold Trust position peaked at $1.28M in Q1 2023.
  • 1,849 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2023.

Based on New Legacy Group's 13F filing for Q3 2023, filed 14 Nov 2023.