ZIG
GLD icon

Zullo Investment Group’s SPDR Gold Trust GLD Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-262
Closed -$44.4K – 367
2022
Q4 		$44.4K Hold
262
– – 0.03% 286
2022
Q3 		$41K Buy
262
+1
+0.4% +$161 0.03% 294
2022
Q2 		$44K Sell
261
-30
-10% -$5.24K 0.03% 296
2022
Q1 		$53K Buy
291
+11
+4% +$1.93K 0.03% 297
2021
Q4 		$48K Buy
+280
New +$47K 0.02% 312

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Zullo Investment Group's GLD Position: Q1 2023 in Review

Zullo Investment Group sold out of SPDR Gold Trust (GLD) in Q1 2023, closing a stake of 262 shares — an estimated $44.4K sold.

Zullo Investment Group first reported a position in GLD in Q4 2021 and held it in 5 quarters. The position peaked at $53K in Q1 2022. 1,903 funds tracked by Wall St. Rank hold GLD as of Q1 2023.

  • Zullo Investment Group reported no remaining SPDR Gold Trust position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 262 SPDR Gold Trust shares in Q1 2023, an estimated $44.4K.
  • Zullo Investment Group first reported a position in SPDR Gold Trust in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's SPDR Gold Trust position peaked at $53K in Q1 2022.
  • 1,903 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.