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Source Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Source Financial 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
2024
Q3 		$3.23M Buy
13,278
+133
+1% +$30.5K 0.95% 21
2024
Q2 		$2.83M Buy
13,145
+1,059
+9% +$229K 0.87% 22
2024
Q1 		$2.49M Buy
12,086
+1,255
+12% +$241K 0.75% 24
2023
Q4 		$2.07M Buy
10,831
+168
+2% +$30.8K 0.64% 30
2023
Q3 		$1.83M Buy
10,663
+5,612
+111% +$1M 0.62% 33
2023
Q2 		$900K Sell
5,051
-22
-0.4% -$4.04K 0.3% 52
2023
Q1 		$929K Sell
5,073
-1,580
-24% -$278K 0.31% 52
2022
Q4 		$1.13M Buy
6,653
+58
+0.9% +$9.34K 0.42% 45
2022
Q3 		$1.02M Buy
6,595
+18
+0.3% +$2.89K 0.4% 48
2022
Q2 		$1.11M Sell
6,577
-3,125
-32% -$546K 0.43% 50
2022
Q1 		$1.75M Sell
9,702
-5,021
-34% -$881K 0.52% 36
2021
Q4 		$2.52M Buy
14,723
+1,141
+8% +$192K 0.68% 32
2021
Q3 		$2.23M Buy
13,582
+373
+3% +$62.4K 0.58% 32
2021
Q2 		$2.19M Buy
13,209
+5,115
+63% +$869K 0.56% 32
2021
Q1 		$1.29M Buy
8,094
+836
+12% +$140K 0.35% 44
2020
Q4 		$1.29M Buy
+7,258
New +$1.28M 0.35% 43

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $94.2B AUM 21.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Source Financial Advisors's GLD Position: Q3 2024 in Review

Source Financial Advisors increased its SPDR Gold Trust (GLD) stake by 1% in Q3 2024, buying an estimated $30.5K and bringing the position to 13,278 shares worth $3.23M. The position accounts for 0.95% of the portfolio, ranked #21.

Source Financial Advisors first reported a position in GLD in Q4 2020 and has held it in 16 quarters since. 2,208 funds tracked by Wall St. Rank hold GLD as of Q3 2024.

  • Source Financial Advisors held 13,278 shares of SPDR Gold Trust worth $3.23M as of Q3 2024.
  • Source Financial Advisors bought 133 SPDR Gold Trust shares in Q3 2024, an estimated $30.5K.
  • SPDR Gold Trust made up 0.95% of Source Financial Advisors's portfolio in Q3 2024, its #21 holding.
  • Source Financial Advisors first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 16 quarters since.
  • 2,208 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.