Sutton Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Sutton Wealth 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
2023 Q3	$49.9K	Hold	291	–	–	0.02%	226
2023 Q2	$51.9K	Hold	291	–	–	0.03%	222
2023 Q1	$53.3K	Hold	291	–	–	0.03%	201
2022 Q4	$49.4K	Sell	291 -30	-9%	-$4.83K	0.02%	393
2022 Q3	$49.6K	Hold	321	–	–	0.02%	379
2022 Q2	$54.1K	Hold	321	–	–	0.02%	361
2022 Q1	$58K	Hold	321	–	–	0.02%	364
2021 Q4	$54.9K	Sell	321 -50	-13%	-$8.39K	0.02%	384
2021 Q3	$60.9K	Sell	371 -54	-13%	-$9.04K	0.02%	351
2021 Q2	$70.4K	Sell	425 -29	-6%	-$4.93K	0.03%	315
2021 Q1	$72.6K	Sell	454 -59	-12%	-$9.91K	0.03%	297
2020 Q4	$91.5K	Sell	513 -42	-8%	-$7.4K	0.04%	237
2020 Q3	$98.3K	Sell	555 -22	-4%	-$3.95K	0.05%	217
2020 Q2	$96.6K	Buy	577 +377	+189%	+$60.8K	0.05%	212
2020 Q1	$29.6K	Hold	200	–	–	0.02%	374
2019 Q4	$28.6K	Hold	200	–	–	0.01%	469
2019 Q3	$27.8K	Hold	200	–	–	0.02%	475
2019 Q2	$26.6K	Hold	200	–	–	0.02%	490
2019 Q1	$24.4K	Buy	+200	New	+$24.6K	0.01%	514

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 $12.8B AUM 19.73% 1-Year Est. Return

Sutton Wealth Advisors's GLD Position: Q3 2023 in Review

Sutton Wealth Advisors held its SPDR Gold Trust (GLD) position steady in Q3 2023 at 291 shares worth $49.9K. The position accounts for 0.02% of the portfolio, ranked #226.

Sutton Wealth Advisors first reported a position in GLD in Q1 2019 and has held it in 19 quarters since. The position peaked at $98.3K in Q3 2020. 1,849 funds tracked by Wall St. Rank hold GLD as of Q3 2023.

Sutton Wealth Advisors held 291 shares of SPDR Gold Trust worth $49.9K as of Q3 2023.
Sutton Wealth Advisors left its SPDR Gold Trust share count unchanged in Q3 2023.
SPDR Gold Trust made up 0.02% of Sutton Wealth Advisors's portfolio in Q3 2023, its #226 holding.
Sutton Wealth Advisors first reported a position in SPDR Gold Trust in Q1 2019 and has held it in 19 quarters since.
Sutton Wealth Advisors's SPDR Gold Trust position peaked at $98.3K in Q3 2020.
1,849 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.