Private Wealth Group’s SPDR Gold Trust GLD Stock Holding History

Private Wealth 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 Q2	–	Sell	-1,126	Closed	-$203K	–	44
2022 Q1	$203K	Buy	+1,126	New	+$198K	0.15%	46
2021 Q3	–	Sell	-1,621	Closed	-$268K	–	40
2021 Q2	$268K	Sell	1,621 -300	-16%	-$51K	0.18%	35
2021 Q1	$307K	Hold	1,921	–	–	0.22%	33
2020 Q4	$343K	Hold	1,921	–	–	0.29%	27
2020 Q3	$340K	Buy	1,921 +41	+2%	+$7.37K	0.28%	26
2020 Q2	$315K	Buy	+1,880	New	+$303K	0.26%	21

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

Goldman Sachs New York $871B AUM 31.28% 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

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

Private Wealth Group's GLD Position: Q2 2022 in Review

Private Wealth Group sold out of SPDR Gold Trust (GLD) in Q2 2022, closing a stake of 1,126 shares — an estimated $203K sold.

Private Wealth Group first reported a position in GLD in Q2 2020 and held it in 6 quarters. The position peaked at $343K in Q4 2020. 1,870 funds tracked by Wall St. Rank hold GLD as of Q2 2022.

Private Wealth Group reported no remaining SPDR Gold Trust position as of Q2 2022 after selling out during the quarter.
Private Wealth Group sold 1,126 SPDR Gold Trust shares in Q2 2022, an estimated $203K.
Private Wealth Group first reported a position in SPDR Gold Trust in Q2 2020 and held it in 6 quarters.
Private Wealth Group's SPDR Gold Trust position peaked at $343K in Q4 2020.
1,870 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2022.

Based on Private Wealth Group's 13F filing for Q2 2022, filed 13 Jul 2022.