Schechter Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Schechter Investment Advisors’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
2025 Q1	$550K	Hold	1,909	–	–	0.05%	342
2024 Q4	$462K	Hold	1,909	–	–	0.04%	400
2024 Q3	$464K	Sell	1,909 -800	-30%	-$183K	0.03%	416
2024 Q2	$582K	Buy	2,709 +263	+11%	+$56.9K	0.04%	340
2024 Q1	$503K	Buy	2,446 +537	+28%	+$103K	0.04%	372
2023 Q4	$365K	Buy	1,909 +400	+27%	+$73.3K	0.03%	417
2023 Q3	$259K	Hold	1,509	–	–	0.03%	486
2023 Q2	$269K	Sell	1,509 -488	-24%	-$89.7K	0.02%	513
2023 Q1	$366K	Buy	1,997 +488	+32%	+$85.9K	0.03%	482
2022 Q4	$256K	Hold	1,509	–	–	0.02%	682
2022 Q3	$233K	Sell	1,509 -250	-14%	-$40.2K	0.02%	788
2022 Q2	$296K	Buy	1,759 +250	+17%	+$43.7K	0.03%	715
2022 Q1	$273K	Buy	+1,509	New	+$265K	0.03%	738

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

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

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

Schechter Investment Advisors's GLD Position: Q1 2025 in Review

Schechter Investment Advisors held its SPDR Gold Trust (GLD) position steady in Q1 2025 at 1,909 shares worth $550K. The position accounts for 0.05% of the portfolio, ranked #342.

Schechter Investment Advisors first reported a position in GLD in Q1 2022 and has held it in 13 quarters since. The position peaked at $582K in Q2 2024. 2,575 funds tracked by Wall St. Rank hold GLD as of Q1 2025.

Schechter Investment Advisors held 1,909 shares of SPDR Gold Trust worth $550K as of Q1 2025.
Schechter Investment Advisors left its SPDR Gold Trust share count unchanged in Q1 2025.
SPDR Gold Trust made up 0.05% of Schechter Investment Advisors's portfolio in Q1 2025, its #342 holding.
Schechter Investment Advisors first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 13 quarters since.
Schechter Investment Advisors's SPDR Gold Trust position peaked at $582K in Q2 2024.
2,575 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.