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

Urban 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 		$81K Buy
+481
New +$84K 0.27% 70
2020
Q4 		$575K Buy
+3,223
New +$568K 0.48% 55

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Urban Wealth Management opened a new position in SPDR Gold Trust (GLD) in Q2 2022: 481 shares worth $81K. The stake represents 0.27% of the portfolio and ranks #70 among its holdings. This is a return to the name: Urban Wealth Management previously reported a position in GLD as recently as Q4 2020.

Urban Wealth Management first reported a position in GLD in Q4 2020 and has held it in 2 quarters since. The position peaked at $575K in Q4 2020. 1,870 funds tracked by Wall St. Rank hold GLD as of Q2 2022.

  • Urban Wealth Management held 481 shares of SPDR Gold Trust worth $81K as of Q2 2022.
  • SPDR Gold Trust was a new Urban Wealth Management position in Q2 2022.
  • SPDR Gold Trust made up 0.27% of Urban Wealth Management's portfolio in Q2 2022, its #70 holding.
  • Urban Wealth Management first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 2 quarters since.
  • Urban Wealth Management's SPDR Gold Trust position peaked at $575K in Q4 2020.
  • 1,870 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.