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WR Wealth Planners’s SPDR Gold Trust GLD Stock Holding History

WR Wealth Planners’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 		$79.7K Buy
329
+111
+51% +$27.3K 0.03% 263
2024
Q3 		$53K Sell
218
-2
-0.9% -$458 0.01% 336
2024
Q2 		$47.3K Hold
220
– – 0.01% 338
2024
Q1 		$45.3K Buy
+220
New +$42.2K 0.01% 349
2023
Q4 		– Sell
-202
Closed -$34.6K – 450
2023
Q3 		$34.6K Hold
202
– – 0.01% 365
2023
Q2 		$36K Hold
202
– – 0.01% 359
2023
Q1 		$37K Buy
202
+200
+10,000% +$35.2K 0.02% 357
2022
Q4 		$339 Hold
2
– – ﹤0.01% 457
2022
Q3 		$309 Hold
2
– – ﹤0.01% 461
2022
Q2 		$337 Hold
2
– – ﹤0.01% 486
2022
Q1 		$361 Buy
+2
New +$351 ﹤0.01% 487

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

WR Wealth Planners's GLD Position: Q4 2024 in Review

WR Wealth Planners increased its SPDR Gold Trust (GLD) stake by 51% in Q4 2024, buying an estimated $27.3K and bringing the position to 329 shares worth $79.7K. The position accounts for 0.03% of the portfolio, ranked #263.

WR Wealth Planners first reported a position in GLD in Q1 2022 and has held it in 11 quarters since. 2,416 funds tracked by Wall St. Rank hold GLD as of Q4 2024.

  • WR Wealth Planners held 329 shares of SPDR Gold Trust worth $79.7K as of Q4 2024.
  • WR Wealth Planners bought 111 SPDR Gold Trust shares in Q4 2024, an estimated $27.3K.
  • SPDR Gold Trust made up 0.03% of WR Wealth Planners's portfolio in Q4 2024, its #263 holding.
  • WR Wealth Planners first reported a position in SPDR Gold Trust in Q1 2022 and has held it in 11 quarters since.
  • 2,416 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.