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Wetzel Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-70
Closed -$14.4K – 417
2024
Q2 		$14.4K Hold
70
– – 0.01% 401
2024
Q1 		$15.4K Hold
70
– – 0.01% 430
2023
Q4 		$13K Buy
+70
New +$12.8K 0.01% 459

Other funds holding GLD

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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wetzel Investment Advisors's GLD Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of SPDR Gold Trust (GLD) in Q3 2024, closing a stake of 70 shares — an estimated $14.4K sold.

Wetzel Investment Advisors first reported a position in GLD in Q4 2023 and held it in 3 quarters. The position peaked at $15.4K in Q1 2024. 2,208 funds tracked by Wall St. Rank hold GLD as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining SPDR Gold Trust position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 70 SPDR Gold Trust shares in Q3 2024, an estimated $14.4K.
  • Wetzel Investment Advisors first reported a position in SPDR Gold Trust in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's SPDR Gold Trust position peaked at $15.4K in Q1 2024.
  • 2,208 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.