Red Tortoise LLC’s SPDR Gold Trust GLD Stock Holding History

Red Tortoise LLC’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 Q2	–	Sell	-91	Closed	-$16.7K	–	581
2023 Q1	$16.7K	Hold	91	–	–	0.01%	148
2022 Q4	$15.4K	Buy	+91	New	+$14.7K	0.01%	193
2021 Q4	–	Sell	-91	Closed	-$14K	–	245
2021 Q3	$14K	Buy	+91	New	+$15.2K	0.01%	197

Other funds holding GLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Red Tortoise LLC's GLD Position: Q2 2023 in Review

Red Tortoise LLC sold out of SPDR Gold Trust (GLD) in Q2 2023, closing a stake of 91 shares — an estimated $16.7K sold.

Red Tortoise LLC first reported a position in GLD in Q3 2021 and held it in 3 quarters. The position peaked at $16.7K in Q1 2023. 1,902 funds tracked by Wall St. Rank hold GLD as of Q2 2023.

Red Tortoise LLC reported no remaining SPDR Gold Trust position as of Q2 2023 after selling out during the quarter.
Red Tortoise LLC sold 91 SPDR Gold Trust shares in Q2 2023, an estimated $16.7K.
Red Tortoise LLC first reported a position in SPDR Gold Trust in Q3 2021 and held it in 3 quarters.
Red Tortoise LLC's SPDR Gold Trust position peaked at $16.7K in Q1 2023.
1,902 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2023.

Based on Red Tortoise LLC's 13F filing for Q2 2023, filed 26 Jul 2023.