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Provence Wealth Management Group’s SPDR Gold Trust GLD Stock Holding History

Provence Wealth Management 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
2023
Q4 		– Sell
-300
Closed -$51.4K – 472
2023
Q3 		$51.4K Buy
+300
New +$53.6K 0.03% 205

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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 $59.9B AUM 27.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Provence Wealth Management Group's GLD Position: Q4 2023 in Review

Provence Wealth Management Group sold out of SPDR Gold Trust (GLD) in Q4 2023, closing a stake of 300 shares — an estimated $51.4K sold.

Provence Wealth Management Group first reported a position in GLD in Q3 2023 and held it in 1 quarter. The position peaked at $51.4K in Q3 2023. 2,026 funds tracked by Wall St. Rank hold GLD as of Q4 2023.

  • Provence Wealth Management Group reported no remaining SPDR Gold Trust position as of Q4 2023 after selling out during the quarter.
  • Provence Wealth Management Group sold 300 SPDR Gold Trust shares in Q4 2023, an estimated $51.4K.
  • Provence Wealth Management Group first reported a position in SPDR Gold Trust in Q3 2023 and held it in 1 quarter.
  • Provence Wealth Management Group's SPDR Gold Trust position peaked at $51.4K in Q3 2023.
  • 2,026 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.