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

Redwood 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
2024 Q3	–	Sell	-15	Closed	-$3.23K	–	521
2024 Q2	$3.23K	Buy	+15	New	+$3.24K	﹤0.01%	822

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Redwood Wealth Management Group's GLD Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of SPDR Gold Trust (GLD) in Q3 2024, closing a stake of 15 shares — an estimated $3.23K sold.

Redwood Wealth Management Group first reported a position in GLD in Q2 2024 and held it in 1 quarter. The position peaked at $3.23K in Q2 2024. 2,214 funds tracked by Wall St. Rank hold GLD as of Q3 2024.

Redwood Wealth Management Group reported no remaining SPDR Gold Trust position as of Q3 2024 after selling out during the quarter.
Redwood Wealth Management Group sold 15 SPDR Gold Trust shares in Q3 2024, an estimated $3.23K.
Redwood Wealth Management Group first reported a position in SPDR Gold Trust in Q2 2024 and held it in 1 quarter.
Redwood Wealth Management Group's SPDR Gold Trust position peaked at $3.23K in Q2 2024.
2,214 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.