Phocas Financial Corp’s SPDR Gold Trust GLD Stock Holding History

Phocas Financial Corp’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 Q1	–	Sell	-70	Closed	-$11.9K	–	236
2022 Q4	$11.9K	Buy	+70	New	+$11.3K	﹤0.01%	297
2019 Q2	–	Hold	0	–	–	–	315
2018 Q4	–	Hold	0	–	–	–	280
2013 Q3	–	Sell	-1,780	Closed	-$212K	–	234
2013 Q2	$212K	Buy	+1,780	New	+$244K	0.02%	232

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

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

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Phocas Financial Corp's GLD Position: Q1 2023 in Review

Phocas Financial Corp sold out of SPDR Gold Trust (GLD) in Q1 2023, closing a stake of 70 shares — an estimated $11.9K sold.

Phocas Financial Corp first reported a position in GLD in Q2 2013 and held it in 2 quarters. The position peaked at $212K in Q2 2013. 1,903 funds tracked by Wall St. Rank hold GLD as of Q1 2023.

Phocas Financial Corp reported no remaining SPDR Gold Trust position as of Q1 2023 after selling out during the quarter.
Phocas Financial Corp sold 70 SPDR Gold Trust shares in Q1 2023, an estimated $11.9K.
Phocas Financial Corp first reported a position in SPDR Gold Trust in Q2 2013 and held it in 2 quarters.
Phocas Financial Corp's SPDR Gold Trust position peaked at $212K in Q2 2013.
1,903 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2023.

Based on Phocas Financial Corp's 13F filing for Q1 2023, filed 13 Apr 2023.