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Tiedemann Advisors’s SPDR Gold Trust GLD Stock Holding History

Tiedemann 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 		$3.67M Sell
21,413
-1,740
-8% -$311K 0.16% 57
2023
Q2 		$4.13M Buy
23,153
+1,715
+8% +$315K 0.18% 54
2023
Q1 		$3.93M Buy
21,438
+3,389
+19% +$596K 0.18% 53
2022
Q4 		$3.06M Sell
18,049
-2,172
-11% -$350K 0.15% 58
2022
Q3 		$3.13M Buy
20,221
+1,255
+7% +$202K 0.19% 58
2022
Q2 		$3.19M Sell
18,966
-3,546
-16% -$619K 0.24% 53
2022
Q1 		$4.07M Buy
22,512
+2,708
+14% +$475K 0.21% 60
2021
Q4 		$3.39M Sell
19,804
-1,487
-7% -$250K 0.17% 71
2021
Q3 		$3.5M Sell
21,291
-1,361
-6% -$228K 0.19% 62
2021
Q2 		$3.75M Buy
22,652
+5,298
+31% +$900K 0.15% 72
2021
Q1 		$2.78M Hold
17,354
– – 0.12% 85
2020
Q4 		$3.1M Sell
17,354
-16,739
-49% -$2.95M 0.15% 71
2020
Q3 		$6.04M Buy
34,093
+75
+0.2% +$13.5K 0.29% 51
2020
Q2 		$5.69M Buy
34,018
+73
+0.2% +$11.8K 0.3% 50
2020
Q1 		$5.03M Sell
33,945
-3,611
-10% -$538K 0.33% 54
2019
Q4 		$5.37M Sell
37,556
-576
-2% -$80.5K 0.26% 65
2019
Q3 		$5.29M Sell
38,132
-275
-0.7% -$38.2K 0.25% 68
2019
Q2 		$5.12M Sell
38,407
-2,961
-7% -$366K 0.26% 66
2019
Q1 		$5.05M Buy
41,368
+14,905
+56% +$1.84M 0.24% 70
2018
Q4 		$3.21M Sell
26,463
-728
-3% -$84.6K 0.16% 97
2018
Q3 		$3.07M Sell
27,191
-296
-1% -$34K 0.18% 87
2018
Q2 		$3.26M Sell
27,487
-3,095
-10% -$383K 0.21% 80
2018
Q1 		$3.85M Buy
30,582
+3,392
+12% +$428K 0.26% 63
2017
Q4 		$3.36M Sell
27,190
-4,063
-13% -$493K 0.26% 56
2017
Q3 		$3.8M Buy
31,253
+3,613
+13% +$439K 0.34% 60
2017
Q2 		$3.26M Buy
27,640
+1,729
+7% +$207K 0.24% 82
2017
Q1 		$3.08M Buy
25,911
+12,165
+88% +$1.41M 0.26% 82
2016
Q4 		$1.51M Sell
13,746
-2,917
-18% -$339K 0.15% 112
2016
Q3 		$2.04M Buy
+16,663
New +$2.12M 0.42% 28
2015
Q3 		– Sell
-48,815
Closed -$5.49M – 44
2015
Q2 		$5.49M Buy
48,815
+25,758
+112% +$2.95M 5.62% 6
2015
Q1 		$2.62M Buy
23,057
+11,405
+98% +$1.33M 4.79% 6
2014
Q4 		$1.32M Buy
11,652
+1,912
+20% +$221K 2.08% 20
2014
Q3 		$1.14M Buy
9,740
+4,430
+83% +$546K 2.32% 20
2014
Q2 		$679K Buy
5,310
+790
+17% +$98.1K 1.59% 24
2014
Q1 		$558K Buy
+4,520
New +$563K 1.78% 22
2013
Q4 		– Sell
-15,000
Closed -$1.92M – 27
2013
Q3 		$1.92M Sell
15,000
-3,300
-18% -$424K 3.85% 13
2013
Q2 		$2.18M Buy
+18,300
New +$2.51M 4.48% 8

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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Tiedemann Advisors's GLD Position: Q3 2023 in Review

Tiedemann Advisors reduced its SPDR Gold Trust (GLD) stake by 7.5% in Q3 2023, selling an estimated $311K and leaving 21,413 shares worth $3.67M. The position accounts for 0.16% of the portfolio, ranked #57.

Tiedemann Advisors first reported a position in GLD in Q2 2013 and has held it in 37 quarters since. The position peaked at $6.04M in Q3 2020. 1,849 funds tracked by Wall St. Rank hold GLD as of Q3 2023.

  • Tiedemann Advisors held 21,413 shares of SPDR Gold Trust worth $3.67M as of Q3 2023.
  • Tiedemann Advisors sold 1,740 SPDR Gold Trust shares in Q3 2023, an estimated $311K.
  • SPDR Gold Trust made up 0.16% of Tiedemann Advisors's portfolio in Q3 2023, its #57 holding.
  • Tiedemann Advisors first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 37 quarters since.
  • Tiedemann Advisors's SPDR Gold Trust position peaked at $6.04M in Q3 2020.
  • 1,849 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.