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WC Walker & Associates’s SPDR Gold Trust GLD Stock Holding History

WC Walker & Associates’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
Q4 		$402K Hold
2,372
– – 0.21% 58
2022
Q3 		$368K Sell
2,372
-712
-23% -$114K 0.21% 59
2022
Q2 		$490K Hold
3,084
– – 0.29% 47
2022
Q1 		$569K Buy
3,084
+436
+16% +$76.5K 0.3% 46
2021
Q4 		$449K Sell
2,648
-340
-11% -$57.1K 0.22% 51
2021
Q3 		$491K Hold
2,988
– – 0.26% 48
2021
Q2 		$500K Buy
2,988
+470
+19% +$79.9K 0.26% 50
2021
Q1 		$411K Sell
2,518
-1,078
-30% -$181K 0.23% 53
2020
Q4 		$601K Buy
+3,596
New +$633K 0.35% 48

Other funds holding GLD

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

WC Walker & Associates's GLD Position: Q4 2022 in Review

WC Walker & Associates held its SPDR Gold Trust (GLD) position steady in Q4 2022 at 2,372 shares worth $402K. The position accounts for 0.21% of the portfolio, ranked #58.

WC Walker & Associates first reported a position in GLD in Q4 2020 and has held it in 9 quarters since. The position peaked at $601K in Q4 2020. 1,831 funds tracked by Wall St. Rank hold GLD as of Q4 2022.

  • WC Walker & Associates held 2,372 shares of SPDR Gold Trust worth $402K as of Q4 2022.
  • WC Walker & Associates left its SPDR Gold Trust share count unchanged in Q4 2022.
  • SPDR Gold Trust made up 0.21% of WC Walker & Associates's portfolio in Q4 2022, its #58 holding.
  • WC Walker & Associates first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 9 quarters since.
  • WC Walker & Associates's SPDR Gold Trust position peaked at $601K in Q4 2020.
  • 1,831 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2022.

Based on WC Walker & Associates's 13F filing for Q4 2022, filed 23 Feb 2023.