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TrinityPoint Wealth’s SPDR Gold Trust GLD Stock Holding History

TrinityPoint Wealth’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
2024
Q4 		$1.62M Buy
6,670
+732
+12% +$180K 0.23% 104
2024
Q3 		$1.44M Sell
5,938
-10
-0.2% -$2.29K 0.21% 116
2024
Q2 		$1.28M Buy
5,948
+12
+0.2% +$2.6K 0.2% 117
2024
Q1 		$1.22M Hold
5,936
– – 0.2% 116
2023
Q4 		$1.13M Hold
5,936
– – 0.21% 114
2023
Q3 		$1.02M Sell
5,936
-261
-4% -$46.7K 0.2% 115
2023
Q2 		$1.1M Sell
6,197
-50
-0.8% -$9.19K 0.22% 110
2023
Q1 		$1.14M Buy
6,247
+174
+3% +$30.6K 0.25% 105
2022
Q4 		$1.03M Sell
6,073
-109
-2% -$17.6K 0.23% 106
2022
Q3 		$956K Sell
6,182
-1,354
-18% -$218K 0.22% 113
2022
Q2 		$1.27M Hold
7,536
– – 0.28% 82
2022
Q1 		$1.36M Hold
7,536
– – 0.25% 85
2021
Q4 		$1.29M Sell
7,536
-364
-5% -$61.1K 0.23% 93
2021
Q3 		$1.3M Buy
7,900
+255
+3% +$42.7K 0.25% 89
2021
Q2 		$1.27M Hold
7,645
– – 0.26% 90
2021
Q1 		$1.22M Buy
7,645
+190
+3% +$31.9K 0.28% 86
2020
Q4 		$1.29M Buy
7,455
+56
+0.8% +$9.86K 0.31% 80
2020
Q3 		$1.31M Buy
7,399
+345
+5% +$62K 0.36% 74
2020
Q2 		$1.18M Buy
7,054
+801
+13% +$129K 0.37% 76
2020
Q1 		$926K Sell
6,253
-23
-0.4% -$3.42K 0.37% 76
2019
Q4 		$897K Sell
6,276
-175
-3% -$24.5K 0.3% 84
2019
Q3 		$917K Buy
6,451
+2,268
+54% +$315K 0.32% 84
2019
Q2 		$562K Sell
4,183
-100
-2% -$12.4K 0.27% 93
2019
Q1 		$523K Hold
4,283
– – 0.26% 99
2018
Q4 		$519K Buy
+4,283
New +$498K 0.32% 86

Other funds holding GLD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TrinityPoint Wealth's GLD Position: Q4 2024 in Review

TrinityPoint Wealth increased its SPDR Gold Trust (GLD) stake by 12% in Q4 2024, buying an estimated $180K and bringing the position to 6,670 shares worth $1.62M. The position accounts for 0.23% of the portfolio, ranked #104.

TrinityPoint Wealth first reported a position in GLD in Q4 2018 and has held it in 25 quarters since. 2,416 funds tracked by Wall St. Rank hold GLD as of Q4 2024.

  • TrinityPoint Wealth held 6,670 shares of SPDR Gold Trust worth $1.62M as of Q4 2024.
  • TrinityPoint Wealth bought 732 SPDR Gold Trust shares in Q4 2024, an estimated $180K.
  • SPDR Gold Trust made up 0.23% of TrinityPoint Wealth's portfolio in Q4 2024, its #104 holding.
  • TrinityPoint Wealth first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 25 quarters since.
  • 2,416 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.