Traverso Chambers Private Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Traverso Chambers Private 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
2023 Q4	$353K	Hold	1,846	–	–	0.09%	96
2023 Q3	$316K	Buy	1,846 +618	+50%	+$111K	0.08%	94
2023 Q2	$219K	Hold	1,228	–	–	0.06%	109
2023 Q1	$225K	Sell	1,228 -233	-16%	-$41K	0.06%	107
2022 Q4	$248K	Sell	1,461 -233	-14%	-$37.5K	0.07%	98
2022 Q3	$262K	Sell	1,694 -1	-0.1%	-$161	0.08%	90
2022 Q2	$286K	Sell	1,695 -618	-27%	-$108K	0.1%	90
2022 Q1	$418K	Hold	2,313	–	–	0.12%	76
2021 Q4	$395K	Hold	2,313	–	–	0.12%	78
2021 Q3	$380K	Sell	2,313 -31	-1%	-$5.19K	0.12%	80
2021 Q2	$388K	Hold	2,344	–	–	0.12%	79
2021 Q1	$375K	Buy	2,344 +706	+43%	+$119K	0.13%	78
2020 Q4	$292K	Buy	1,638 +193	+13%	+$34K	0.1%	84
2020 Q3	$256K	Buy	+1,445	New	+$260K	0.1%	89

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

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Traverso Chambers Private Wealth Management's GLD Position: Q4 2023 in Review

Traverso Chambers Private Wealth Management held its SPDR Gold Trust (GLD) position steady in Q4 2023 at 1,846 shares worth $353K. The position accounts for 0.09% of the portfolio, ranked #96.

Traverso Chambers Private Wealth Management first reported a position in GLD in Q3 2020 and has held it in 14 quarters since. The position peaked at $418K in Q1 2022. 2,025 funds tracked by Wall St. Rank hold GLD as of Q4 2023.

Traverso Chambers Private Wealth Management held 1,846 shares of SPDR Gold Trust worth $353K as of Q4 2023.
Traverso Chambers Private Wealth Management left its SPDR Gold Trust share count unchanged in Q4 2023.
SPDR Gold Trust made up 0.09% of Traverso Chambers Private Wealth Management's portfolio in Q4 2023, its #96 holding.
Traverso Chambers Private Wealth Management first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 14 quarters since.
Traverso Chambers Private Wealth Management's SPDR Gold Trust position peaked at $418K in Q1 2022.
2,025 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2023.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2023, filed 9 Jan 2024.