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Sugarloaf Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Sugarloaf Wealth Management’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
Q4 		$21.8K Sell
90
-71
-44% -$17.4K ﹤0.01% 394
2024
Q3 		$39.1K Buy
161
+71
+79% +$16.3K 0.01% 332
2024
Q2 		$19.4K Hold
90
– – ﹤0.01% 404
2024
Q1 		$18.5K Hold
90
– – ﹤0.01% 414
2023
Q4 		$17.2K Sell
90
-150
-63% -$27.5K ﹤0.01% 419
2023
Q3 		$41.1K Hold
240
– – 0.01% 306
2023
Q2 		$42.8K Sell
240
-135
-36% -$24.8K 0.01% 309
2023
Q1 		$68.7K Hold
375
– – 0.02% 244
2022
Q4 		$63.6K Sell
375
-80
-18% -$12.9K 0.02% 251
2022
Q3 		$71K Sell
455
-20
-4% -$3.22K 0.02% 242
2022
Q2 		$80K Hold
475
– – 0.02% 218
2022
Q1 		$86K Buy
475
+100
+27% +$17.5K 0.02% 206
2021
Q4 		$64K Hold
375
– – 0.02% 255
2021
Q3 		$62K Sell
375
-33
-8% -$5.52K 0.02% 245
2021
Q2 		$68K Sell
408
-15
-4% -$2.55K 0.02% 236
2021
Q1 		$68 Hold
423
– – 0.02% 234
2020
Q4 		$75K Hold
423
– – 0.03% 205
2020
Q3 		$75K Buy
+423
New +$76K 0.03% 180
2020
Q1 		– Sell
-773
Closed -$110K – 707
2019
Q4 		$110K Buy
+773
New +$108K 0.05% 169

Other funds holding GLD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Sugarloaf Wealth Management's GLD Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its SPDR Gold Trust (GLD) stake by 44% in Q4 2024, selling an estimated $17.4K and leaving 90 shares worth $21.8K. The position accounts for ﹤0.01% of the portfolio, ranked #394.

Sugarloaf Wealth Management first reported a position in GLD in Q4 2019 and has held it in 19 quarters since. The position peaked at $110K in Q4 2019. 2,416 funds tracked by Wall St. Rank hold GLD as of Q4 2024.

  • Sugarloaf Wealth Management held 90 shares of SPDR Gold Trust worth $21.8K as of Q4 2024.
  • Sugarloaf Wealth Management sold 71 SPDR Gold Trust shares in Q4 2024, an estimated $17.4K.
  • SPDR Gold Trust made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #394 holding.
  • Sugarloaf Wealth Management first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 19 quarters since.
  • Sugarloaf Wealth Management's SPDR Gold Trust position peaked at $110K in Q4 2019.
  • 2,416 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.