Seven Post Investment Office’s SPDR Gold Trust GLD Stock Holding History

Seven Post Investment Office’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
2024 Q4	–	Sell	-1,205	Closed	-$293K	–	44
2024 Q3	$293K	Hold	1,205	–	–	0.04%	48
2024 Q2	$259K	Hold	1,205	–	–	0.05%	51
2024 Q1	$248K	Hold	1,205	–	–	0.06%	50
2023 Q4	$230K	Hold	1,205	–	–	0.06%	52
2023 Q3	$207K	Hold	1,205	–	–	0.06%	52
2023 Q2	$215K	Hold	1,205	–	–	0.07%	53
2023 Q1	$221K	Hold	1,205	–	–	0.08%	50
2022 Q4	$204K	Buy	+1,205	New	+$194K	0.07%	53
2022 Q3	–	Sell	-1,205	Closed	-$203K	–	47
2022 Q2	$203K	Hold	1,205	–	–	0.08%	47
2022 Q1	$218K	Hold	1,205	–	–	0.07%	47
2021 Q4	$206K	Buy	+1,205	New	+$202K	0.06%	48
2021 Q1	–	Sell	-1,180	Closed	-$210K	–	43
2020 Q4	$210K	Hold	1,180	–	–	0.09%	43
2020 Q3	$209K	Buy	+1,180	New	+$212K	0.08%	43

Other funds holding GLD

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Seven Post Investment Office's GLD Position: Q4 2024 in Review

Seven Post Investment Office sold out of SPDR Gold Trust (GLD) in Q4 2024, closing a stake of 1,205 shares — an estimated $293K sold.

Seven Post Investment Office first reported a position in GLD in Q3 2020 and held it in 13 quarters. The position peaked at $293K in Q3 2024. 2,416 funds tracked by Wall St. Rank hold GLD as of Q4 2024.

Seven Post Investment Office reported no remaining SPDR Gold Trust position as of Q4 2024 after selling out during the quarter.
Seven Post Investment Office sold 1,205 SPDR Gold Trust shares in Q4 2024, an estimated $293K.
Seven Post Investment Office first reported a position in SPDR Gold Trust in Q3 2020 and held it in 13 quarters.
Seven Post Investment Office's SPDR Gold Trust position peaked at $293K in Q3 2024.
2,416 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2024.

Based on Seven Post Investment Office's 13F filing for Q4 2024, filed 16 Jan 2025.