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Peterson Financial Group’s SPDR Gold Trust GLD Stock Holding History

Peterson Financial 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
2024
Q3 		$273K Sell
1,122
-39
-3% -$8.93K 1.05% 27
2024
Q2 		$250K Buy
+1,161
New +$251K 1.52% 28

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 $103B AUM 28.65% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Peterson Financial Group's GLD Position: Q3 2024 in Review

Peterson Financial Group reduced its SPDR Gold Trust (GLD) stake by 3.4% in Q3 2024, selling an estimated $8.93K and leaving 1,122 shares worth $273K. The position accounts for 1.05% of the portfolio, ranked #27.

Peterson Financial Group first reported a position in GLD in Q2 2024 and has held it in 2 quarters since. 2,211 funds tracked by Wall St. Rank hold GLD as of Q3 2024.

  • Peterson Financial Group held 1,122 shares of SPDR Gold Trust worth $273K as of Q3 2024.
  • Peterson Financial Group sold 39 SPDR Gold Trust shares in Q3 2024, an estimated $8.93K.
  • SPDR Gold Trust made up 1.05% of Peterson Financial Group's portfolio in Q3 2024, its #27 holding.
  • Peterson Financial Group first reported a position in SPDR Gold Trust in Q2 2024 and has held it in 2 quarters since.
  • 2,211 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.