SPIS
GLD icon

Steward Partners Investment Solutions’s SPDR Gold Trust GLD Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$3.62M Sell
17,587
-3,687
-17% -$708K 0.61% 39
2023
Q4 		$4.07M Buy
+21,274
New +$3.9M 1.7% 9

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Steward Partners Investment Solutions's GLD Position: Q1 2024 in Review

Steward Partners Investment Solutions reduced its SPDR Gold Trust (GLD) stake by 17% in Q1 2024, selling an estimated $708K and leaving 17,587 shares worth $3.62M. The position accounts for 0.61% of the portfolio, ranked #39.

Steward Partners Investment Solutions first reported a position in GLD in Q4 2023 and has held it in 2 quarters since. The position peaked at $4.07M in Q4 2023. 2,070 funds tracked by Wall St. Rank hold GLD as of Q1 2024.

  • Steward Partners Investment Solutions held 17,587 shares of SPDR Gold Trust worth $3.62M as of Q1 2024.
  • Steward Partners Investment Solutions sold 3,687 SPDR Gold Trust shares in Q1 2024, an estimated $708K.
  • SPDR Gold Trust made up 0.61% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #39 holding.
  • Steward Partners Investment Solutions first reported a position in SPDR Gold Trust in Q4 2023 and has held it in 2 quarters since.
  • Steward Partners Investment Solutions's SPDR Gold Trust position peaked at $4.07M in Q4 2023.
  • 2,070 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.