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Surevest’s SPDR Gold Trust GLD Stock Holding History

Surevest’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
Q3 		$125K Sell
807
-261
-24% -$42K 0.03% 152
2022
Q2 		$180K Hold
1,068
– – 0.05% 137
2022
Q1 		$193K Hold
1,068
– – 0.05% 136
2021
Q4 		$183K Buy
+1,068
New +$179K 0.04% 123

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Surevest's GLD Position: Q3 2022 in Review

Surevest reduced its SPDR Gold Trust (GLD) stake by 24% in Q3 2022, selling an estimated $42K and leaving 807 shares worth $125K. The position accounts for 0.03% of the portfolio, ranked #152.

Surevest first reported a position in GLD in Q4 2021 and has held it in 4 quarters since. The position peaked at $193K in Q1 2022. 1,756 funds tracked by Wall St. Rank hold GLD as of Q3 2022.

  • Surevest held 807 shares of SPDR Gold Trust worth $125K as of Q3 2022.
  • Surevest sold 261 SPDR Gold Trust shares in Q3 2022, an estimated $42K.
  • SPDR Gold Trust made up 0.03% of Surevest's portfolio in Q3 2022, its #152 holding.
  • Surevest first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 4 quarters since.
  • Surevest's SPDR Gold Trust position peaked at $193K in Q1 2022.
  • 1,756 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.