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Riverpoint Wealth Management Holdings’s SPDR Gold Trust GLD Stock Holding History

Riverpoint Wealth Management Holdings’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
-300
Closed -$50.9K – 76
2022
Q4 		$50.9K Buy
+300
New +$48.3K 0.02% 69

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

Riverpoint Wealth Management Holdings's GLD Position: Q1 2023 in Review

Riverpoint Wealth Management Holdings sold out of SPDR Gold Trust (GLD) in Q1 2023, closing a stake of 300 shares — an estimated $50.9K sold.

Riverpoint Wealth Management Holdings first reported a position in GLD in Q4 2022 and held it in 1 quarter. The position peaked at $50.9K in Q4 2022. 1,901 funds tracked by Wall St. Rank hold GLD as of Q1 2023.

  • Riverpoint Wealth Management Holdings reported no remaining SPDR Gold Trust position as of Q1 2023 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 300 SPDR Gold Trust shares in Q1 2023, an estimated $50.9K.
  • Riverpoint Wealth Management Holdings first reported a position in SPDR Gold Trust in Q4 2022 and held it in 1 quarter.
  • Riverpoint Wealth Management Holdings's SPDR Gold Trust position peaked at $50.9K in Q4 2022.
  • 1,901 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2023.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q1 2023, filed 8 May 2023.