Wipfli Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Wipfli Financial 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
2022 Q3	$39K	Buy	+250	New	+$40.2K	﹤0.01%	1226

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Wipfli Financial Advisors's GLD Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in SPDR Gold Trust (GLD) in Q3 2022: 250 shares worth $39K. The stake represents ﹤0.01% of the portfolio and ranks #1226 among its holdings.

1,756 funds tracked by Wall St. Rank hold GLD as of Q3 2022.

Wipfli Financial Advisors held 250 shares of SPDR Gold Trust worth $39K as of Q3 2022.
SPDR Gold Trust was a new Wipfli Financial Advisors position in Q3 2022.
SPDR Gold Trust made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1226 holding.
1,756 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.