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Wintrust Investments’s SPDR Gold Trust GLD Stock Holding History

Wintrust Investments’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 		$109K Sell
450
-289
-39% -$71K 0.1% 157
2024
Q3 		$179K Sell
739
-5,009
-87% -$1.15M 0.13% 143
2024
Q2 		$1.24M Sell
5,748
-445
-7% -$96.2K 0.1% 171
2024
Q1 		$1.27M Sell
6,193
-250
-4% -$48K 0.11% 160
2023
Q4 		$1.23M Sell
6,443
-150
-2% -$27.5K 0.12% 155
2023
Q3 		$1.13M Sell
6,593
-90
-1% -$16.1K 0.12% 157
2023
Q2 		$1.19M Buy
+6,683
New +$1.23M 0.12% 149
2023
Q1 		– Sell
-4,548
Closed -$772K – 352
2022
Q4 		$772K Buy
4,548
+2,885
+173% +$465K 0.1% 163
2022
Q3 		$257K Sell
1,663
-806
-33% -$130K 0.03% 329
2022
Q2 		$416K Buy
2,469
+200
+9% +$34.9K 0.05% 248
2022
Q1 		$410K Buy
2,269
+606
+36% +$106K 0.04% 277
2021
Q4 		$284K Buy
+1,663
New +$279K 0.03% 348
2021
Q3 		– Sell
-1,876
Closed -$311K – 331
2021
Q2 		$311K Sell
1,876
-110
-6% -$18.7K 0.03% 330
2021
Q1 		$318K Buy
+1,986
New +$334K 0.03% 320
2020
Q4 		– Sell
-2,359
Closed -$418K – 255
2020
Q3 		$418K Buy
2,359
+330
+16% +$59.3K 0.06% 221
2020
Q2 		$340K Buy
+2,029
New +$327K 0.05% 256
2016
Q4 		– Sell
-2,620
Closed -$329K – 232
2016
Q3 		$329K Buy
+2,620
New +$334K 0.15% 126

Other funds holding GLD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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

Wintrust Investments's GLD Position: Q4 2024 in Review

Wintrust Investments reduced its SPDR Gold Trust (GLD) stake by 39% in Q4 2024, selling an estimated $71K and leaving 450 shares worth $109K. The position accounts for 0.1% of the portfolio, ranked #157.

Wintrust Investments first reported a position in GLD in Q3 2016 and has held it in 17 quarters since. The position peaked at $1.27M in Q1 2024. 2,416 funds tracked by Wall St. Rank hold GLD as of Q4 2024.

  • Wintrust Investments held 450 shares of SPDR Gold Trust worth $109K as of Q4 2024.
  • Wintrust Investments sold 289 SPDR Gold Trust shares in Q4 2024, an estimated $71K.
  • SPDR Gold Trust made up 0.1% of Wintrust Investments's portfolio in Q4 2024, its #157 holding.
  • Wintrust Investments first reported a position in SPDR Gold Trust in Q3 2016 and has held it in 17 quarters since.
  • Wintrust Investments's SPDR Gold Trust position peaked at $1.27M in Q1 2024.
  • 2,416 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2024.

Based on Wintrust Investments's 13F filing for Q4 2024, filed 10 Feb 2025.