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Waller Financial Planning Group’s SPDR Gold Trust GLD Stock Holding History

Waller Financial Planning Group’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
Q2 		– Sell
-1,098
Closed -$201K – 58
2023
Q1 		$201K Buy
+1,098
New +$193K 0.06% 56

Other funds holding GLD

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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Waller Financial Planning Group's GLD Position: Q2 2023 in Review

Waller Financial Planning Group sold out of SPDR Gold Trust (GLD) in Q2 2023, closing a stake of 1,098 shares — an estimated $201K sold.

Waller Financial Planning Group first reported a position in GLD in Q1 2023 and held it in 1 quarter. The position peaked at $201K in Q1 2023. 1,902 funds tracked by Wall St. Rank hold GLD as of Q2 2023.

  • Waller Financial Planning Group reported no remaining SPDR Gold Trust position as of Q2 2023 after selling out during the quarter.
  • Waller Financial Planning Group sold 1,098 SPDR Gold Trust shares in Q2 2023, an estimated $201K.
  • Waller Financial Planning Group first reported a position in SPDR Gold Trust in Q1 2023 and held it in 1 quarter.
  • Waller Financial Planning Group's SPDR Gold Trust position peaked at $201K in Q1 2023.
  • 1,902 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2023.

Based on Waller Financial Planning Group's 13F filing for Q2 2023, filed 5 Jul 2023.