tru Independence’s SPDR Gold Trust GLD Stock Holding History

tru Independence’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 Q4	–	Sell	-2,631	Closed	-$408K	–	118
2022 Q3	$408K	Sell	2,631 -9,676	-79%	-$1.56M	0.14%	84
2022 Q2	$2.07M	Sell	12,307 -27,426	-69%	-$4.79M	0.67%	55
2022 Q1	$7.17M	Sell	39,733 -300	-0.7%	-$52.6K	1.94%	5
2021 Q4	$6.84M	Buy	40,033 +300	+0.8%	+$50.4K	1.87%	10
2021 Q3	$6.51M	Sell	39,733 -331	-0.8%	-$55.4K	1.82%	12
2021 Q2	$6.63M	Sell	40,064 -11,775	-23%	-$2M	1.95%	13
2021 Q1	$8.63M	Sell	51,839 -9,096	-15%	-$1.53M	1.63%	6
2020 Q4	$10.8M	Buy	60,935 +60,755	+33,753%	+$10.7M	19.63%	1
2020 Q3	$32K	Sell	180 -58,571	-100%	-$10.5M	0.01%	232
2020 Q2	$9.83K	Buy	58,751 +58,162	+9,875%	+$9.38M	1.42%	5
2020 Q1	$87	Hold	589	–	–	0.01%	259
2019 Q4	$87K	Buy	+589	New	+$82.3K	0.01%	318

Other funds holding GLD

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 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

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

tru Independence's GLD Position: Q4 2022 in Review

tru Independence sold out of SPDR Gold Trust (GLD) in Q4 2022, closing a stake of 2,631 shares — an estimated $408K sold.

tru Independence first reported a position in GLD in Q4 2019 and held it in 12 quarters. The position peaked at $10.8M in Q4 2020. 1,831 funds tracked by Wall St. Rank hold GLD as of Q4 2022.

tru Independence reported no remaining SPDR Gold Trust position as of Q4 2022 after selling out during the quarter.
tru Independence sold 2,631 SPDR Gold Trust shares in Q4 2022, an estimated $408K.
tru Independence first reported a position in SPDR Gold Trust in Q4 2019 and held it in 12 quarters.
tru Independence's SPDR Gold Trust position peaked at $10.8M in Q4 2020.
1,831 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2022.

Based on tru Independence's 13F filing for Q4 2022, filed 30 Jan 2023.