Safeguard Financial’s SPDR Gold Trust GLD Stock Holding History

Safeguard Financial’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 Q3	–	Sell	-422	Closed	-$75K	–	254
2023 Q2	$75K	Buy	+422	New	+$77.5K	0.04%	120

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Safeguard Financial's GLD Position: Q3 2023 in Review

Safeguard Financial sold out of SPDR Gold Trust (GLD) in Q3 2023, closing a stake of 422 shares — an estimated $75K sold.

Safeguard Financial first reported a position in GLD in Q2 2023 and held it in 1 quarter. The position peaked at $75K in Q2 2023. 1,849 funds tracked by Wall St. Rank hold GLD as of Q3 2023.

Safeguard Financial reported no remaining SPDR Gold Trust position as of Q3 2023 after selling out during the quarter.
Safeguard Financial sold 422 SPDR Gold Trust shares in Q3 2023, an estimated $75K.
Safeguard Financial first reported a position in SPDR Gold Trust in Q2 2023 and held it in 1 quarter.
Safeguard Financial's SPDR Gold Trust position peaked at $75K in Q2 2023.
1,849 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.