WestEnd Advisors’s SPDR Gold Trust GLD Stock Holding History

WestEnd Advisors’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 Q1	–	Hold	0	–	–	–	240
2019 Q1	–	Sell	-123	Closed	-$14.9K	–	56
2018 Q4	$14.9K	Hold	123	–	–	﹤0.01%	44
2018 Q3	$13.9K	Buy	123 +9	+8%	+$1.03K	﹤0.01%	41
2018 Q2	$13.5K	Buy	114 +4	+4%	+$495	﹤0.01%	38
2018 Q1	$13.8K	Hold	110	–	–	﹤0.01%	39
2017 Q4	$13.6K	Buy	+110	New	+$13.3K	﹤0.01%	38

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

WestEnd Advisors's GLD Position: Q1 2023 in Review

WestEnd Advisors held its SPDR Gold Trust (GLD) position steady in Q1 2023 at 0 shares worth $183. The position accounts for ﹤0.01% of the portfolio, ranked #240.

WestEnd Advisors first reported a position in GLD in Q4 2017 and has held it in 5 quarters since. The position peaked at $14.9K in Q4 2018. 1,903 funds tracked by Wall St. Rank hold GLD as of Q1 2023.

WestEnd Advisors held 0 shares of SPDR Gold Trust worth $183 as of Q1 2023.
WestEnd Advisors left its SPDR Gold Trust share count unchanged in Q1 2023.
SPDR Gold Trust made up ﹤0.01% of WestEnd Advisors's portfolio in Q1 2023, its #240 holding.
WestEnd Advisors first reported a position in SPDR Gold Trust in Q4 2017 and has held it in 5 quarters since.
WestEnd Advisors's SPDR Gold Trust position peaked at $14.9K in Q4 2018.
1,903 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2023.

Based on WestEnd Advisors's 13F filing for Q1 2023, filed 28 Apr 2023.