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Pathstone Family Office’s SPDR Gold Trust GLD Stock Holding History

Pathstone Family Office’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
2021
Q1 		– Sell
-6,000
Closed -$111K – 930
2020
Q4 		$111K Buy
+6,000
New +$1.06M ﹤0.01% 364

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

Pathstone Family Office's GLD Position: Q3 2023 in Review

Pathstone Family Office increased its SPDR Gold Trust (GLD) stake by 332% in Q3 2023, buying an estimated $5.55M and bringing the position to 40,391 shares worth $6.93M. The position accounts for 0.05% of the portfolio, ranked #220.

Pathstone Family Office first reported a position in GLD in Q2 2013 and has held it in 41 quarters since. The position peaked at $17.6M in Q4 2019. 1,849 funds tracked by Wall St. Rank hold GLD as of Q3 2023.

  • Pathstone Family Office held 40,391 shares of SPDR Gold Trust worth $6.93M as of Q3 2023.
  • Pathstone Family Office bought 31,047 SPDR Gold Trust shares in Q3 2023, an estimated $5.55M.
  • SPDR Gold Trust made up 0.05% of Pathstone Family Office's portfolio in Q3 2023, its #220 holding.
  • Pathstone Family Office first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 41 quarters since.
  • Pathstone Family Office's SPDR Gold Trust position peaked at $17.6M in Q4 2019.
  • 1,849 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.