TRUADVICE’s SPDR Gold Trust GLD Stock Holding History

TRUADVICE’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	$1.3M	Sell	7,234 -9,985	-58%	-$1.79M	0.51%	59
2023 Q2	$3.06M	Buy	17,219 +9,101	+112%	+$1.67M	1.12%	18
2023 Q1	$1.5M	Buy	+8,118	New	+$1.43M	0.59%	51
2022 Q3	–	Sell	-3,054	Closed	-$511K	–	145
2022 Q2	$511K	Sell	3,054 -13,084	-81%	-$2.28M	0.27%	74
2022 Q1	$2.8M	Buy	+16,138	New	+$2.83M	1.56%	16
2021 Q3	–	Sell	-14,408	Closed	-$2.43M	–	188
2021 Q2	$2.43M	Buy	+14,408	New	+$2.45M	0.53%	49
2021 Q1	–	Sell	-1,445	Closed	-$249K	–	291
2020 Q4	$249K	Sell	1,445 -6	-0.4%	-$1.06K	0.08%	236
2020 Q3	$257K	Buy	+1,451	New	+$261K	0.11%	169

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

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

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

TRUADVICE's GLD Position: Q3 2023 in Review

TRUADVICE reduced its SPDR Gold Trust (GLD) stake by 58% in Q3 2023, selling an estimated $1.79M and leaving 7,234 shares worth $1.3M. The position accounts for 0.51% of the portfolio, ranked #59.

TRUADVICE first reported a position in GLD in Q3 2020 and has held it in 8 quarters since. The position peaked at $3.06M in Q2 2023. 1,849 funds tracked by Wall St. Rank hold GLD as of Q3 2023.

TRUADVICE held 7,234 shares of SPDR Gold Trust worth $1.3M as of Q3 2023.
TRUADVICE sold 9,985 SPDR Gold Trust shares in Q3 2023, an estimated $1.79M.
SPDR Gold Trust made up 0.51% of TRUADVICE's portfolio in Q3 2023, its #59 holding.
TRUADVICE first reported a position in SPDR Gold Trust in Q3 2020 and has held it in 8 quarters since.
TRUADVICE's SPDR Gold Trust position peaked at $3.06M in Q2 2023.
1,849 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2023.

Based on TRUADVICE's 13F filing for Q3 2023, filed 13 Nov 2023.