TFO Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

TFO Wealth 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
2023 Q2	–	Sell	-715	Closed	-$131K	–	836
2023 Q1	$131K	Buy	+715	New	+$126K	0.03%	49
2021 Q4	–	Sell	-534	Closed	-$88K	–	158
2021 Q3	$88K	Buy	+534	New	+$89.4K	0.02%	47
2020 Q4	–	Sell	-591	Closed	-$105K	–	107
2020 Q3	$105K	Buy	+591	New	+$106K	0.04%	38

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

TFO Wealth Partners's GLD Position: Q2 2023 in Review

TFO Wealth Partners sold out of SPDR Gold Trust (GLD) in Q2 2023, closing a stake of 715 shares — an estimated $131K sold.

TFO Wealth Partners first reported a position in GLD in Q3 2020 and held it in 3 quarters. The position peaked at $131K in Q1 2023. 1,902 funds tracked by Wall St. Rank hold GLD as of Q2 2023.

TFO Wealth Partners reported no remaining SPDR Gold Trust position as of Q2 2023 after selling out during the quarter.
TFO Wealth Partners sold 715 SPDR Gold Trust shares in Q2 2023, an estimated $131K.
TFO Wealth Partners first reported a position in SPDR Gold Trust in Q3 2020 and held it in 3 quarters.
TFO Wealth Partners's SPDR Gold Trust position peaked at $131K in Q1 2023.
1,902 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2023.

Based on TFO Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.