RE Dickinson Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

RE Dickinson Investment Advisors’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 Q4	$51.8K	Sell	214 -368	-63%	-$90.4K	0.03%	88
2024 Q3	$141K	Buy	582 +368	+172%	+$84.3K	0.08%	57
2024 Q2	$46K	Hold	214	–	–	0.03%	94
2024 Q1	$44K	Hold	214	–	–	0.03%	86
2023 Q4	$41K	Sell	214 -53	-20%	-$9.71K	0.03%	88
2023 Q3	$46K	Hold	267	–	–	0.03%	84
2023 Q2	$48K	Buy	267 +53	+25%	+$9.74K	0.02%	158
2023 Q1	$39K	Sell	214 -72	-25%	-$12.7K	0.01%	172
2022 Q4	$49K	Hold	286	–	–	0.02%	146
2022 Q3	$44K	Buy	286 +72	+34%	+$11.6K	0.04%	76
2022 Q2	$36K	Hold	214	–	–	0.01%	92
2022 Q1	$39K	Buy	214 +66	+45%	+$11.6K	0.03%	101
2021 Q4	$25K	Buy	+148	New	+$24.8K	0.02%	117

Other funds holding GLD

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

RE Dickinson Investment Advisors's GLD Position: Q4 2024 in Review

RE Dickinson Investment Advisors reduced its SPDR Gold Trust (GLD) stake by 63% in Q4 2024, selling an estimated $90.4K and leaving 214 shares worth $51.8K. The position accounts for 0.03% of the portfolio, ranked #88.

RE Dickinson Investment Advisors first reported a position in GLD in Q4 2021 and has held it in 13 quarters since. The position peaked at $141K in Q3 2024. 2,420 funds tracked by Wall St. Rank hold GLD as of Q4 2024.

RE Dickinson Investment Advisors held 214 shares of SPDR Gold Trust worth $51.8K as of Q4 2024.
RE Dickinson Investment Advisors sold 368 SPDR Gold Trust shares in Q4 2024, an estimated $90.4K.
SPDR Gold Trust made up 0.03% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #88 holding.
RE Dickinson Investment Advisors first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 13 quarters since.
RE Dickinson Investment Advisors's SPDR Gold Trust position peaked at $141K in Q3 2024.
2,420 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.