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Planning Capital Management Corporation’s SPDR Gold Trust GLD Stock Holding History

Planning Capital Management Corporation’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 		$13.4K Sell
55
-288
-84% -$66K 0.01% 390
2024
Q2 		$73.7K Sell
343
-1
-0.3% -$216 0.05% 162
2024
Q1 		$70.8K Hold
344
– – 0.05% 161
2023
Q4 		$65.8K Buy
+344
New +$63K 0.05% 168

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Planning Capital Management Corporation's GLD Position: Q3 2024 in Review

Planning Capital Management Corporation reduced its SPDR Gold Trust (GLD) stake by 84% in Q3 2024, selling an estimated $66K and leaving 55 shares worth $13.4K. The position accounts for 0.01% of the portfolio, ranked #390.

Planning Capital Management Corporation first reported a position in GLD in Q4 2023 and has held it in 4 quarters since. The position peaked at $73.7K in Q2 2024. 2,208 funds tracked by Wall St. Rank hold GLD as of Q3 2024.

  • Planning Capital Management Corporation held 55 shares of SPDR Gold Trust worth $13.4K as of Q3 2024.
  • Planning Capital Management Corporation sold 288 SPDR Gold Trust shares in Q3 2024, an estimated $66K.
  • SPDR Gold Trust made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #390 holding.
  • Planning Capital Management Corporation first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 4 quarters since.
  • Planning Capital Management Corporation's SPDR Gold Trust position peaked at $73.7K in Q2 2024.
  • 2,208 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.