PFG Private Wealth Management’s SPDR Gold Trust GLD Stock Holding History

PFG Private Wealth Management’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
2023 Q3	–	Sell	-31	Closed	-$5.53K	–	312
2023 Q2	$5.53K	Hold	31	–	–	﹤0.01%	232
2023 Q1	$5.68K	Hold	31	–	–	﹤0.01%	228
2022 Q4	$5K	Hold	31	–	–	﹤0.01%	219
2022 Q3	$5K	Sell	31 -2,420	-99%	-$389K	﹤0.01%	214
2022 Q2	$413K	Hold	2,451	–	–	0.23%	34
2022 Q1	$443K	Hold	2,451	–	–	0.23%	35
2021 Q4	$419K	Hold	2,451	–	–	0.22%	39
2021 Q3	$403K	Hold	2,451	–	–	0.24%	35
2021 Q2	$406K	Hold	2,451	–	–	0.26%	34
2021 Q1	$392K	Hold	2,451	–	–	0.27%	32
2020 Q4	$437K	Buy	2,451 +31	+1%	+$5.46K	0.33%	33
2020 Q3	$429K	Buy	+2,420	New	+$435K	0.37%	32

Other funds holding GLD

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

PFG Private Wealth Management's GLD Position: Q3 2023 in Review

PFG Private Wealth Management sold out of SPDR Gold Trust (GLD) in Q3 2023, closing a stake of 31 shares — an estimated $5.53K sold.

PFG Private Wealth Management first reported a position in GLD in Q3 2020 and held it in 12 quarters. The position peaked at $443K in Q1 2022. 1,849 funds tracked by Wall St. Rank hold GLD as of Q3 2023.

PFG Private Wealth Management reported no remaining SPDR Gold Trust position as of Q3 2023 after selling out during the quarter.
PFG Private Wealth Management sold 31 SPDR Gold Trust shares in Q3 2023, an estimated $5.53K.
PFG Private Wealth Management first reported a position in SPDR Gold Trust in Q3 2020 and held it in 12 quarters.
PFG Private Wealth Management's SPDR Gold Trust position peaked at $443K in Q1 2022.
1,849 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2023.

Based on PFG Private Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.