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Zimmermann Investment Management & Planning’s SPDR Gold Trust GLD Stock Holding History

Zimmermann Investment Management & Planning’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 		– Sell
-4,056
Closed -$986K – 47
2024
Q3 		$986K Buy
4,056
+545
+16% +$125K 0.3% 61
2024
Q2 		$755K Buy
3,511
+309
+10% +$66.8K 0.25% 61
2024
Q1 		$659K Sell
3,202
-112
-3% -$21.5K 0.24% 73
2023
Q4 		$634K Buy
3,314
+418
+14% +$76.6K 0.26% 61
2023
Q3 		$497K Sell
2,896
-284
-9% -$50.8K 0.24% 69
2023
Q2 		$567K Buy
+3,180
New +$584K 0.26% 61

Other funds holding GLD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 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

Zimmermann Investment Management & Planning's GLD Position: Q4 2024 in Review

Zimmermann Investment Management & Planning sold out of SPDR Gold Trust (GLD) in Q4 2024, closing a stake of 4,056 shares — an estimated $986K sold.

Zimmermann Investment Management & Planning first reported a position in GLD in Q2 2023 and held it in 6 quarters. The position peaked at $986K in Q3 2024. 2,416 funds tracked by Wall St. Rank hold GLD as of Q4 2024.

  • Zimmermann Investment Management & Planning reported no remaining SPDR Gold Trust position as of Q4 2024 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 4,056 SPDR Gold Trust shares in Q4 2024, an estimated $986K.
  • Zimmermann Investment Management & Planning first reported a position in SPDR Gold Trust in Q2 2023 and held it in 6 quarters.
  • Zimmermann Investment Management & Planning's SPDR Gold Trust position peaked at $986K in Q3 2024.
  • 2,416 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2024.

Based on Zimmermann Investment Management & Planning's 13F filing for Q4 2024, filed 23 Jan 2025.