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Schwarz Dygos Wheeler Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Schwarz Dygos Wheeler 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
2022
Q3 		– Sell
-10,000
Closed -$1.69M – 121
2022
Q2 		$1.69M Buy
+10,000
New +$1.75M 0.68% 37

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 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 $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Schwarz Dygos Wheeler Investment Advisors's GLD Position: Q1 2023 in Review

Schwarz Dygos Wheeler Investment Advisors sold out of SPDR Gold Trust (GLD) in Q1 2023, closing a stake of 3,329 shares — an estimated $565K sold.

Schwarz Dygos Wheeler Investment Advisors first reported a position in GLD in Q4 2018 and held it in 17 quarters. The position peaked at $583K in Q1 2022. 1,903 funds tracked by Wall St. Rank hold GLD as of Q1 2023.

  • Schwarz Dygos Wheeler Investment Advisors reported no remaining SPDR Gold Trust position as of Q1 2023 after selling out during the quarter.
  • Schwarz Dygos Wheeler Investment Advisors sold 3,329 SPDR Gold Trust shares in Q1 2023, an estimated $565K.
  • Schwarz Dygos Wheeler Investment Advisors first reported a position in SPDR Gold Trust in Q4 2018 and held it in 17 quarters.
  • Schwarz Dygos Wheeler Investment Advisors's SPDR Gold Trust position peaked at $583K in Q1 2022.
  • 1,903 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2023.

Based on Schwarz Dygos Wheeler Investment Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.