Syverson Strege & Co’s SPDR Gold Trust GLD Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-78	Closed	-$14.3K	–	285
2023 Q1	$14.3K	Hold	78	–	–	0.01%	219
2022 Q4	$13.2K	Hold	78	–	–	0.01%	188
2022 Q3	$12K	Hold	78	–	–	0.01%	179
2022 Q2	$13K	Hold	78	–	–	﹤0.01%	208
2022 Q1	$14K	Hold	78	–	–	0.02%	183
2021 Q4	$13K	Hold	78	–	–	0.01%	193
2021 Q3	$13K	Hold	78	–	–	0.01%	217
2021 Q2	$13K	Hold	78	–	–	0.01%	186
2021 Q1	$12K	Buy	+78	New	+$13.1K	0.01%	186

Other funds holding GLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Syverson Strege & Co's GLD Position: Q2 2023 in Review

Syverson Strege & Co sold out of SPDR Gold Trust (GLD) in Q2 2023, closing a stake of 78 shares — an estimated $14.3K sold.

Syverson Strege & Co first reported a position in GLD in Q1 2021 and held it in 9 quarters. The position peaked at $14.3K in Q1 2023. 1,902 funds tracked by Wall St. Rank hold GLD as of Q2 2023.

Syverson Strege & Co reported no remaining SPDR Gold Trust position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 78 SPDR Gold Trust shares in Q2 2023, an estimated $14.3K.
Syverson Strege & Co first reported a position in SPDR Gold Trust in Q1 2021 and held it in 9 quarters.
Syverson Strege & Co's SPDR Gold Trust position peaked at $14.3K in Q1 2023.
1,902 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.