VFO
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Virtus Family Office’s SPDR Gold Trust GLD Stock Holding History

Virtus Family Office’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 		– Sell
-1,910
Closed -$464K – 44
2024
Q3 		$464K Buy
1,910
+84
+5% +$19.2K 0.61% 41
2024
Q2 		$393K Sell
1,826
-2,774
-60% -$600K 0.53% 41
2024
Q1 		$946K Hold
4,600
– – 1.51% 25
2023
Q4 		$879K Sell
4,600
-89
-2% -$16.3K 1.47% 25
2023
Q3 		$804K Hold
4,689
– – 1.46% 23
2023
Q2 		$836K Sell
4,689
-240
-5% -$44.1K 1.55% 23
2023
Q1 		$903K Hold
4,929
– – 1.78% 25
2022
Q4 		$836K Sell
4,929
-540
-10% -$87K 1.87% 25
2022
Q3 		$846K Buy
+5,469
New +$879K 2.16% 21

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

Virtus Family Office's GLD Position: Q4 2024 in Review

Virtus Family Office sold out of SPDR Gold Trust (GLD) in Q4 2024, closing a stake of 1,910 shares — an estimated $464K sold.

Virtus Family Office first reported a position in GLD in Q3 2022 and held it in 9 quarters. The position peaked at $946K in Q1 2024. 2,416 funds tracked by Wall St. Rank hold GLD as of Q4 2024.

  • Virtus Family Office reported no remaining SPDR Gold Trust position as of Q4 2024 after selling out during the quarter.
  • Virtus Family Office sold 1,910 SPDR Gold Trust shares in Q4 2024, an estimated $464K.
  • Virtus Family Office first reported a position in SPDR Gold Trust in Q3 2022 and held it in 9 quarters.
  • Virtus Family Office's SPDR Gold Trust position peaked at $946K in Q1 2024.
  • 2,416 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2024.

Based on Virtus Family Office's 13F filing for Q4 2024, filed 11 Feb 2025.