Titus Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Titus Wealth Management’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
2022 Q2	$242K	Sell	1,437 -900	-39%	-$157K	0.12%	128
2022 Q1	$422K	Buy	2,337 +67	+3%	+$11.8K	0.19%	89
2021 Q4	$388K	Sell	2,270 -157	-6%	-$26.4K	0.17%	93
2021 Q3	$399K	Sell	2,427 -65	-3%	-$10.9K	0.21%	82
2021 Q2	$413K	Buy	2,492 +207	+9%	+$35.2K	0.22%	73
2021 Q1	$366K	Sell	2,285 -1,787	-44%	-$300K	0.21%	82
2020 Q4	$726K	Buy	4,072 +60	+1%	+$10.6K	0.45%	43
2020 Q3	$711K	Sell	4,012 -552	-12%	-$99.2K	0.51%	40
2020 Q2	$764K	Hold	4,564	–	–	0.6%	37
2020 Q1	$676K	Sell	4,564 -75	-2%	-$11.2K	0.64%	33
2019 Q4	$663K	Sell	4,639 -1,400	-23%	-$196K	0.66%	36
2019 Q3	$839K	Buy	6,039 +4,028	+200%	+$560K	0.77%	28
2019 Q2	$268K	Buy	+2,011	New	+$249K	0.26%	69

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

Goldman Sachs New York $871B AUM 31.28% 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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Titus Wealth Management's GLD Position: Q2 2022 in Review

Titus Wealth Management reduced its SPDR Gold Trust (GLD) stake by 39% in Q2 2022, selling an estimated $157K and leaving 1,437 shares worth $242K. The position accounts for 0.12% of the portfolio, ranked #128.

Titus Wealth Management first reported a position in GLD in Q2 2019 and has held it in 13 quarters since. The position peaked at $839K in Q3 2019. 1,870 funds tracked by Wall St. Rank hold GLD as of Q2 2022.

Titus Wealth Management held 1,437 shares of SPDR Gold Trust worth $242K as of Q2 2022.
Titus Wealth Management sold 900 SPDR Gold Trust shares in Q2 2022, an estimated $157K.
SPDR Gold Trust made up 0.12% of Titus Wealth Management's portfolio in Q2 2022, its #128 holding.
Titus Wealth Management first reported a position in SPDR Gold Trust in Q2 2019 and has held it in 13 quarters since.
Titus Wealth Management's SPDR Gold Trust position peaked at $839K in Q3 2019.
1,870 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2022.

Based on Titus Wealth Management's 13F filing for Q2 2022, filed 9 Nov 2022.