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Wellington Wealth Strategies’s SPDR Gold Trust GLD Stock Holding History

Wellington Wealth Strategies’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 		$239K Sell
884
-114
-11% -$28K 0.22% 58
2024
Q3 		$253K Sell
998
-889
-47% -$204K 0.19% 63
2024
Q2 		$406K Buy
+1,887
New +$408K 1.7% 13
2024
Q1 		– Sell
-1,924
Closed -$368K – 164
2023
Q4 		$368K Buy
+1,924
New +$353K 0.31% 52
2020
Q4 		$368K Buy
+1,924
New +$339K 0.31% 53

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

Wellington Wealth Strategies's GLD Position: Q4 2024 in Review

Wellington Wealth Strategies reduced its SPDR Gold Trust (GLD) stake by 11% in Q4 2024, selling an estimated $28K and leaving 884 shares worth $239K. The position accounts for 0.22% of the portfolio, ranked #58.

Wellington Wealth Strategies first reported a position in GLD in Q4 2020 and has held it in 5 quarters since. The position peaked at $406K in Q2 2024. 2,416 funds tracked by Wall St. Rank hold GLD as of Q4 2024.

  • Wellington Wealth Strategies held 884 shares of SPDR Gold Trust worth $239K as of Q4 2024.
  • Wellington Wealth Strategies sold 114 SPDR Gold Trust shares in Q4 2024, an estimated $28K.
  • SPDR Gold Trust made up 0.22% of Wellington Wealth Strategies's portfolio in Q4 2024, its #58 holding.
  • Wellington Wealth Strategies first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 5 quarters since.
  • Wellington Wealth Strategies's SPDR Gold Trust position peaked at $406K in Q2 2024.
  • 2,416 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.