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

Steward 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
2023 Q3	$66K	Hold	388	–	–	0.02%	123
2023 Q2	$69K	Hold	388	–	–	0.02%	117
2023 Q1	$71K	Hold	388	–	–	0.02%	75
2022 Q4	$65K	Buy	+388	New	+$62.5K	0.03%	65
2022 Q3	–	Sell	-388	Closed	-$65K	–	572
2022 Q2	$65K	Hold	388	–	–	0.05%	72
2022 Q1	$70K	Buy	388 +24	+7%	+$4.21K	0.06%	63
2021 Q4	$62K	Buy	+364	New	+$61.1K	0.06%	68

Other funds holding GLD

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Steward Financial Group's GLD Position: Q3 2023 in Review

Steward Financial Group held its SPDR Gold Trust (GLD) position steady in Q3 2023 at 388 shares worth $66K. The position accounts for 0.02% of the portfolio, ranked #123.

Steward Financial Group first reported a position in GLD in Q4 2021 and has held it in 7 quarters since. The position peaked at $71K in Q1 2023. 1,849 funds tracked by Wall St. Rank hold GLD as of Q3 2023.

Steward Financial Group held 388 shares of SPDR Gold Trust worth $66K as of Q3 2023.
Steward Financial Group left its SPDR Gold Trust share count unchanged in Q3 2023.
SPDR Gold Trust made up 0.02% of Steward Financial Group's portfolio in Q3 2023, its #123 holding.
Steward Financial Group first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 7 quarters since.
Steward Financial Group's SPDR Gold Trust position peaked at $71K in Q1 2023.
1,849 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.