Peninsula Wealth’s SPDR Gold Trust GLD Stock Holding History

Peninsula 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
2024 Q4	$214K	Hold	884	–	–	0.04%	101
2024 Q3	$218K	Buy	+884	New	+$202K	0.04%	93

Other funds holding GLD

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Peninsula Wealth's GLD Position: Q4 2024 in Review

Peninsula Wealth held its SPDR Gold Trust (GLD) position steady in Q4 2024 at 884 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #101.

Peninsula Wealth first reported a position in GLD in Q3 2024 and has held it in 2 quarters since. The position peaked at $218K in Q3 2024. 2,416 funds tracked by Wall St. Rank hold GLD as of Q4 2024.

Peninsula Wealth held 884 shares of SPDR Gold Trust worth $214K as of Q4 2024.
Peninsula Wealth left its SPDR Gold Trust share count unchanged in Q4 2024.
SPDR Gold Trust made up 0.04% of Peninsula Wealth's portfolio in Q4 2024, its #101 holding.
Peninsula Wealth first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 2 quarters since.
Peninsula Wealth's SPDR Gold Trust position peaked at $218K in Q3 2024.
2,416 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.