SRH Advisors’s SPDR Gold Trust GLD Stock Holding History

SRH 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 Q4	–	Sell	-1,500	Closed	-$232K	–	305
2022 Q3	$232K	Hold	1,500	–	–	0.3%	49
2022 Q2	$253K	Hold	1,500	–	–	0.31%	49
2022 Q1	$271K	Hold	1,500	–	–	0.3%	53
2021 Q4	$256K	Hold	1,500	–	–	0.29%	54
2021 Q3	$246K	Hold	1,500	–	–	0.3%	53
2021 Q2	$248K	Hold	1,500	–	–	0.31%	51
2021 Q1	$240K	Hold	1,500	–	–	0.34%	49
2020 Q4	$268K	Hold	1,500	–	–	0.44%	40
2020 Q3	$266K	Hold	1,500	–	–	0.51%	36
2020 Q2	$251K	Hold	1,500	–	–	0.62%	33
2020 Q1	$222K	Hold	1,500	–	–	0.62%	33
2019 Q4	$214K	Hold	1,500	–	–	0.69%	34
2019 Q3	$208K	Hold	1,500	–	–	0.7%	33
2019 Q2	$200K	Hold	1,500	–	–	0.68%	36
2019 Q1	$183K	Sell	1,500 -39	-3%	-$4.8K	0.65%	39
2018 Q4	$187K	Hold	1,539	–	–	0.72%	30
2018 Q3	$174K	Buy	1,539 +39	+3%	+$4.47K	0.6%	41
2018 Q2	$178K	Hold	1,500	–	–	0.67%	38
2018 Q1	$189K	Hold	1,500	–	–	0.75%	33
2017 Q4	$185K	Hold	1,500	–	–	0.73%	35
2017 Q3	$182K	Hold	1,500	–	–	0.77%	34
2017 Q2	$177K	Hold	1,500	–	–	0.84%	32
2017 Q1	$178K	Hold	1,500	–	–	0.83%	30
2016 Q4	$164K	Hold	1,500	–	–	0.81%	32
2016 Q3	$188K	Hold	1,500	–	–	0.98%	30
2016 Q2	$190K	Hold	1,500	–	–	1.01%	29
2016 Q1	$176K	Hold	1,500	–	–	0.97%	29
2015 Q4	$152K	Hold	1,500	–	–	0.89%	29
2015 Q3	$160K	Hold	1,500	–	–	0.94%	27
2015 Q2	$169K	Buy	+1,500	New	+$172K	1.07%	22

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

SRH Advisors's GLD Position: Q4 2022 in Review

SRH Advisors sold out of SPDR Gold Trust (GLD) in Q4 2022, closing a stake of 1,500 shares — an estimated $232K sold.

SRH Advisors first reported a position in GLD in Q2 2015 and held it in 30 quarters. The position peaked at $271K in Q1 2022. 1,830 funds tracked by Wall St. Rank hold GLD as of Q4 2022.

SRH Advisors reported no remaining SPDR Gold Trust position as of Q4 2022 after selling out during the quarter.
SRH Advisors sold 1,500 SPDR Gold Trust shares in Q4 2022, an estimated $232K.
SRH Advisors first reported a position in SPDR Gold Trust in Q2 2015 and held it in 30 quarters.
SRH Advisors's SPDR Gold Trust position peaked at $271K in Q1 2022.
1,830 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2022.

Based on SRH Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.