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Retirement Group’s SPDR Gold Trust GLD Stock Holding History

Retirement 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
Q1 		$543K Sell
2,639
-956
-27% -$183K 0.19% 65
2023
Q4 		$687K Sell
3,595
-2,150
-37% -$394K 0.28% 53
2023
Q3 		$985K Sell
5,745
-5,625
-49% -$1.01M 0.41% 35
2023
Q2 		$2.03M Buy
11,370
+10,688
+1,567% +$1.96M 0.84% 23
2023
Q1 		$125K Hold
682
– – 0.06% 122
2022
Q4 		$116K Hold
682
– – 0.06% 115
2022
Q3 		$105K Hold
682
– – 0.08% 85
2022
Q2 		$115K Buy
682
+50
+8% +$8.73K 0.05% 137
2022
Q1 		$114K Sell
632
-9,917
-94% -$1.74M 0.04% 156
2021
Q4 		$1.8M Buy
10,549
+908
+9% +$152K 0.79% 24
2021
Q3 		$1.58M Buy
9,641
+300
+3% +$50.2K 0.73% 28
2021
Q2 		$1.55M Buy
9,341
+4,134
+79% +$702K 0.74% 27
2021
Q1 		$833K Buy
5,207
+4,932
+1,793% +$829K 0.38% 42
2020
Q4 		$49K Sell
275
-5,832
-95% -$1.03M 0.02% 262
2020
Q3 		$1.08M Buy
6,107
+5,540
+977% +$996K 0.61% 38
2020
Q2 		$95K Buy
+567
New +$91.4K 0.06% 169
2019
Q4 		$81K Buy
+570
New +$79.7K 0.05% 177

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 $59B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Retirement Group's GLD Position: Q1 2024 in Review

Retirement Group reduced its SPDR Gold Trust (GLD) stake by 27% in Q1 2024, selling an estimated $183K and leaving 2,639 shares worth $543K. The position accounts for 0.19% of the portfolio, ranked #65.

Retirement Group first reported a position in GLD in Q4 2019 and has held it in 17 quarters since. The position peaked at $2.03M in Q2 2023. 2,070 funds tracked by Wall St. Rank hold GLD as of Q1 2024.

  • Retirement Group held 2,639 shares of SPDR Gold Trust worth $543K as of Q1 2024.
  • Retirement Group sold 956 SPDR Gold Trust shares in Q1 2024, an estimated $183K.
  • SPDR Gold Trust made up 0.19% of Retirement Group's portfolio in Q1 2024, its #65 holding.
  • Retirement Group first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's SPDR Gold Trust position peaked at $2.03M in Q2 2023.
  • 2,070 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.