Polaris Wealth Advisory Group’s SPDR Gold Trust GLD Stock Holding History

Polaris Wealth Advisory 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
2022 Q4	–	Sell	-1,712	Closed	-$266K	–	182
2022 Q3	$266K	Sell	1,712 -428	-20%	-$68.8K	0.02%	142
2022 Q2	$361K	Hold	2,140	–	–	0.03%	115
2022 Q1	$386K	Hold	2,140	–	–	0.03%	128
2021 Q4	$366K	Hold	2,140	–	–	0.02%	143
2021 Q3	$351K	Hold	2,140	–	–	0.02%	136
2021 Q2	$356K	Hold	2,140	–	–	0.02%	131
2021 Q1	$349K	Hold	2,140	–	–	0.02%	140
2020 Q4	$371K	Buy	+2,140	New	+$377K	0.03%	145
2020 Q3	–	Sell	-1,235	Closed	-$206K	–	165
2020 Q2	$206K	Sell	1,235 -258	-17%	-$41.6K	0.02%	138
2020 Q1	$221K	Buy	+1,493	New	+$222K	0.02%	108
2018 Q4	–	Sell	-397	Closed	-$45K	–	266
2018 Q3	$45K	Buy	397 +395	+19,750%	+$45.3K	﹤0.01%	256
2018 Q2	$0	Sell	2 -980	-100%	-$121K	﹤0.01%	323
2018 Q1	$124K	Buy	+982	New	+$124K	0.01%	159
2017 Q3	–	Sell	-73,988	Closed	-$8.73M	–	149
2017 Q2	$8.73M	Buy	73,988 +71,806	+3,291%	+$8.59M	0.99%	42
2017 Q1	$259K	Buy	+2,182	New	+$254K	0.03%	96
2015 Q1	–	Sell	-3,266	Closed	-$371K	–	82
2014 Q4	$371K	Buy	+3,266	New	+$377K	0.08%	70

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Polaris Wealth Advisory Group's GLD Position: Q4 2022 in Review

Polaris Wealth Advisory Group sold out of SPDR Gold Trust (GLD) in Q4 2022, closing a stake of 1,712 shares — an estimated $266K sold.

Polaris Wealth Advisory Group first reported a position in GLD in Q4 2014 and held it in 16 quarters. The position peaked at $8.73M in Q2 2017. 1,830 funds tracked by Wall St. Rank hold GLD as of Q4 2022.

Polaris Wealth Advisory Group reported no remaining SPDR Gold Trust position as of Q4 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 1,712 SPDR Gold Trust shares in Q4 2022, an estimated $266K.
Polaris Wealth Advisory Group first reported a position in SPDR Gold Trust in Q4 2014 and held it in 16 quarters.
Polaris Wealth Advisory Group's SPDR Gold Trust position peaked at $8.73M in Q2 2017.
1,830 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2022, filed 19 Jan 2023.