SWS Partners’s SPDR Gold Trust GLD Stock Holding History

SWS Partners’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 Q3	–	Sell	-193	Closed	-$41.5K	–	183
2024 Q2	$41.5K	Buy	+193	New	+$41.7K	0.01%	172
2018 Q2	–	Sell	-1,100	Closed	-$140K	–	179
2018 Q1	$140K	Hold	1,100	–	–	0.1%	76
2017 Q4	$136K	Buy	+1,100	New	+$133K	0.1%	75

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SWS Partners's GLD Position: Q3 2024 in Review

SWS Partners sold out of SPDR Gold Trust (GLD) in Q3 2024, closing a stake of 193 shares — an estimated $41.5K sold.

SWS Partners first reported a position in GLD in Q4 2017 and held it in 3 quarters. The position peaked at $140K in Q1 2018. 2,208 funds tracked by Wall St. Rank hold GLD as of Q3 2024.

SWS Partners reported no remaining SPDR Gold Trust position as of Q3 2024 after selling out during the quarter.
SWS Partners sold 193 SPDR Gold Trust shares in Q3 2024, an estimated $41.5K.
SWS Partners first reported a position in SPDR Gold Trust in Q4 2017 and held it in 3 quarters.
SWS Partners's SPDR Gold Trust position peaked at $140K in Q1 2018.
2,208 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.