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New Potomac Partners’s SPDR Gold Trust GLD Stock Holding History

New Potomac Partners’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 		$1.51M Hold
6,220
– – 0.78% 45
2024
Q2 		$1.34M Buy
6,220
+30
+0.5% +$6.49K 0.73% 47
2024
Q1 		$1.27M Sell
6,190
-100
-2% -$19.2K 0.71% 48
2023
Q4 		$1.2M Hold
6,290
– – 0.72% 48
2023
Q3 		$1.08M Sell
6,290
-20
-0.3% -$3.58K 0.74% 51
2023
Q2 		$1.12M Sell
6,310
-10
-0.2% -$1.84K 0.74% 51
2023
Q1 		$1.16M Sell
6,320
-15
-0.2% -$2.64K 0.8% 48
2022
Q4 		$1.07M Buy
+6,335
New +$1.02M 0.8% 50

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 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 $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

New Potomac Partners's GLD Position: Q3 2024 in Review

New Potomac Partners held its SPDR Gold Trust (GLD) position steady in Q3 2024 at 6,220 shares worth $1.51M. The position accounts for 0.78% of the portfolio, ranked #45.

New Potomac Partners first reported a position in GLD in Q4 2022 and has held it in 8 quarters since. 2,213 funds tracked by Wall St. Rank hold GLD as of Q3 2024.

  • New Potomac Partners held 6,220 shares of SPDR Gold Trust worth $1.51M as of Q3 2024.
  • New Potomac Partners left its SPDR Gold Trust share count unchanged in Q3 2024.
  • SPDR Gold Trust made up 0.78% of New Potomac Partners's portfolio in Q3 2024, its #45 holding.
  • New Potomac Partners first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 8 quarters since.
  • 2,213 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.