Selective Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Selective Wealth Management’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 Q4	–	Sell	-552	Closed	-$85K	–	350
2022 Q3	$85K	Hold	552	–	–	0.04%	229
2022 Q2	$93K	Hold	552	–	–	0.03%	227
2022 Q1	$100K	Sell	552 -7	-1%	-$1.23K	0.04%	209
2021 Q4	$96K	Buy	559 +10	+2%	+$1.68K	0.04%	200
2021 Q3	$90K	Hold	549	–	–	0.05%	197
2021 Q2	$91K	Hold	549	–	–	0.07%	131
2021 Q1	$88K	Buy	549 +281	+105%	+$47.2K	0.08%	90
2020 Q4	$48K	Hold	268	–	–	0.03%	113
2020 Q3	$47K	Hold	268	–	–	0.04%	101
2020 Q2	$45K	Buy	+268	New	+$43.2K	0.04%	112
2018 Q3	$14K	Buy	+125	New	+$14.3K	0.17%	71

Other funds holding GLD

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 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

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

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

Selective Wealth Management's GLD Position: Q4 2022 in Review

Selective Wealth Management sold out of SPDR Gold Trust (GLD) in Q4 2022, closing a stake of 552 shares — an estimated $85K sold.

Selective Wealth Management first reported a position in GLD in Q3 2018 and held it in 11 quarters. The position peaked at $100K in Q1 2022. 1,831 funds tracked by Wall St. Rank hold GLD as of Q4 2022.

Selective Wealth Management reported no remaining SPDR Gold Trust position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 552 SPDR Gold Trust shares in Q4 2022, an estimated $85K.
Selective Wealth Management first reported a position in SPDR Gold Trust in Q3 2018 and held it in 11 quarters.
Selective Wealth Management's SPDR Gold Trust position peaked at $100K in Q1 2022.
1,831 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.