Punch & Associates Investment Management’s SPDR Gold Trust GLD Stock Holding History

Punch & Associates Investment Management’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	-2,500	Closed	-$424K	–	233
2022 Q4	$424K	Hold	2,500	–	–	0.03%	179
2022 Q3	$387K	Hold	2,500	–	–	0.03%	185
2022 Q2	$421K	Hold	2,500	–	–	0.03%	186
2022 Q1	$452K	Hold	2,500	–	–	0.03%	188
2021 Q4	$427K	Hold	2,500	–	–	0.02%	197
2021 Q3	$411K	Hold	2,500	–	–	0.02%	196
2021 Q2	$414K	Sell	2,500 -232	-8%	-$39.4K	0.02%	197
2021 Q1	$437K	Sell	2,732 -1,105	-29%	-$186K	0.03%	200
2020 Q4	$684K	Hold	3,837	–	–	0.05%	184
2020 Q3	$680K	Hold	3,837	–	–	0.06%	183
2020 Q2	$642K	Buy	3,837 +400	+12%	+$64.5K	0.06%	181
2020 Q1	$509K	Buy	+3,437	New	+$512K	0.06%	176

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

Punch & Associates Investment Management's GLD Position: Q1 2023 in Review

Punch & Associates Investment Management sold out of SPDR Gold Trust (GLD) in Q1 2023, closing a stake of 2,500 shares — an estimated $424K sold.

Punch & Associates Investment Management first reported a position in GLD in Q1 2020 and held it in 12 quarters. The position peaked at $684K in Q4 2020. 1,903 funds tracked by Wall St. Rank hold GLD as of Q1 2023.

Punch & Associates Investment Management reported no remaining SPDR Gold Trust position as of Q1 2023 after selling out during the quarter.
Punch & Associates Investment Management sold 2,500 SPDR Gold Trust shares in Q1 2023, an estimated $424K.
Punch & Associates Investment Management first reported a position in SPDR Gold Trust in Q1 2020 and held it in 12 quarters.
Punch & Associates Investment Management's SPDR Gold Trust position peaked at $684K in Q4 2020.
1,903 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2023.

Based on Punch & Associates Investment Management's 13F filing for Q1 2023, filed 15 May 2023.