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Sowa Financial Group’s SPDR Gold Trust GLD Stock Holding History

Sowa Financial Group’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
Q2 		– Sell
-1,169
Closed -$211K – 47
2022
Q1 		$211K Buy
+1,169
New +$205K 0.13% 64
2021
Q2 		– Sell
-2,035
Closed -$326K – 71
2021
Q1 		$326K Buy
2,035
+10
+0.5% +$1.68K 0.23% 53
2020
Q4 		$361K Hold
2,025
– – 0.24% 48
2020
Q3 		$359K Hold
2,025
– – 0.26% 44
2020
Q2 		$339K Buy
2,025
+866
+75% +$140K 0.26% 46
2020
Q1 		$172K Buy
1,159
+128
+12% +$19.1K 0.15% 59
2019
Q4 		$147K Buy
+1,031
New +$144K 0.12% 68

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Sowa Financial Group's GLD Position: Q2 2022 in Review

Sowa Financial Group sold out of SPDR Gold Trust (GLD) in Q2 2022, closing a stake of 1,169 shares — an estimated $211K sold.

Sowa Financial Group first reported a position in GLD in Q4 2019 and held it in 7 quarters. The position peaked at $361K in Q4 2020. 1,870 funds tracked by Wall St. Rank hold GLD as of Q2 2022.

  • Sowa Financial Group reported no remaining SPDR Gold Trust position as of Q2 2022 after selling out during the quarter.
  • Sowa Financial Group sold 1,169 SPDR Gold Trust shares in Q2 2022, an estimated $211K.
  • Sowa Financial Group first reported a position in SPDR Gold Trust in Q4 2019 and held it in 7 quarters.
  • Sowa Financial Group's SPDR Gold Trust position peaked at $361K in Q4 2020.
  • 1,870 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2022.

Based on Sowa Financial Group's 13F filing for Q2 2022, filed 9 Aug 2022.