Vanguard Personalized Indexing Management’s SPDR Gold Trust GLD Stock Holding History

Vanguard Personalized Indexing 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
2024 Q2	–	Sell	-1,200	Closed	-$247K	–	1714
2024 Q1	$247K	Sell	1,200 -287	-19%	-$55.1K	0.01%	1356
2023 Q4	$284K	Buy	1,487 +284	+24%	+$52K	0.01%	1254
2023 Q3	$206K	Buy	+1,203	New	+$215K	0.01%	1290
2022 Q2	–	Sell	-1,200	Closed	-$217K	–	1290
2022 Q1	$217K	Buy	+1,200	New	+$211K	0.01%	1090
2021 Q1	–	Sell	-2,676	Closed	-$477K	–	732
2020 Q4	$477K	Sell	2,676 -41,713	-94%	-$7.35M	0.1%	230
2020 Q3	$1.16M	Buy	+44,389	New	+$7.98M	0.33%	69

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

Jane Street New York $777B AUM 61.18% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Vanguard Personalized Indexing Management's GLD Position: Q2 2024 in Review

Vanguard Personalized Indexing Management sold out of SPDR Gold Trust (GLD) in Q2 2024, closing a stake of 1,200 shares — an estimated $247K sold.

Vanguard Personalized Indexing Management first reported a position in GLD in Q3 2020 and held it in 6 quarters. The position peaked at $1.16M in Q3 2020. 2,104 funds tracked by Wall St. Rank hold GLD as of Q2 2024.

Vanguard Personalized Indexing Management reported no remaining SPDR Gold Trust position as of Q2 2024 after selling out during the quarter.
Vanguard Personalized Indexing Management sold 1,200 SPDR Gold Trust shares in Q2 2024, an estimated $247K.
Vanguard Personalized Indexing Management first reported a position in SPDR Gold Trust in Q3 2020 and held it in 6 quarters.
Vanguard Personalized Indexing Management's SPDR Gold Trust position peaked at $1.16M in Q3 2020.
2,104 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2024.

Based on Vanguard Personalized Indexing Management's 13F filing for Q2 2024, filed 12 Aug 2024.