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Personal Capital Advisors’s SPDR Gold Trust GLD Stock Holding History

Personal Capital Advisors’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
Q4 		$1.55M Buy
9,143
+906
+11% +$146K 0.01% 223
2022
Q3 		$1.27M Sell
8,237
-482
-6% -$77.5K 0.01% 227
2022
Q2 		$1.47M Sell
8,719
-826
-9% -$144K 0.01% 221
2022
Q1 		$1.72M Sell
9,545
-633
-6% -$111K 0.01% 224
2021
Q4 		$1.74M Buy
10,178
+771
+8% +$129K 0.01% 234
2021
Q3 		$1.54M Buy
9,407
+29
+0.3% +$4.86K 0.01% 234
2021
Q2 		$1.55M Buy
9,378
+302
+3% +$51.3K 0.01% 235
2021
Q1 		$1.45M Buy
9,076
+40
+0.4% +$6.72K 0.01% 237
2020
Q4 		$1.61M Buy
9,036
+5,126
+131% +$903K 0.01% 231
2020
Q3 		$693K Buy
3,910
+894
+30% +$161K 0.01% 263
2020
Q2 		$505K Sell
3,016
-1,212
-29% -$195K ﹤0.01% 252
2020
Q1 		$609K Buy
4,228
+1,146
+37% +$171K 0.01% 245
2019
Q4 		$440K Sell
3,082
-104
-3% -$14.5K ﹤0.01% 276
2019
Q3 		$442K Buy
3,186
+1,168
+58% +$162K ﹤0.01% 257
2019
Q2 		$269K Buy
+2,018
New +$249K ﹤0.01% 280
2018
Q4 		– Sell
-2,083
Closed -$235K – 316
2018
Q3 		$235K Buy
+2,083
New +$239K ﹤0.01% 276

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
Jane Street
Jane Street New York $1.21T AUM 78.12% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Personal Capital Advisors's GLD Position: Q4 2022 in Review

Personal Capital Advisors increased its SPDR Gold Trust (GLD) stake by 11% in Q4 2022, buying an estimated $146K and bringing the position to 9,143 shares worth $1.55M. The position accounts for 0.01% of the portfolio, ranked #223.

Personal Capital Advisors first reported a position in GLD in Q3 2018 and has held it in 16 quarters since. The position peaked at $1.74M in Q4 2021. 1,830 funds tracked by Wall St. Rank hold GLD as of Q4 2022.

  • Personal Capital Advisors held 9,143 shares of SPDR Gold Trust worth $1.55M as of Q4 2022.
  • Personal Capital Advisors bought 906 SPDR Gold Trust shares in Q4 2022, an estimated $146K.
  • SPDR Gold Trust made up 0.01% of Personal Capital Advisors's portfolio in Q4 2022, its #223 holding.
  • Personal Capital Advisors first reported a position in SPDR Gold Trust in Q3 2018 and has held it in 16 quarters since.
  • Personal Capital Advisors's SPDR Gold Trust position peaked at $1.74M in Q4 2021.
  • 1,830 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.