20/20 Capital Management’s SPDR Gold Trust GLD Stock Holding History

20/20 Capital Management’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
2021 Q2	$493K	Buy	2,978 +40	+1%	+$6.8K	0.13%	103
2021 Q1	$470K	Buy	2,938 +50	+2%	+$8.4K	0.14%	103
2020 Q4	$497K	Hold	2,888	–	–	0.15%	106
2020 Q3	$512K	Sell	2,888 -30	-1%	-$5.39K	0.19%	90
2020 Q2	$557K	Sell	2,918 -269	-8%	-$43.4K	0.22%	76
2020 Q1	$514K	Buy	3,187 +54	+2%	+$8.04K	0.23%	80
2019 Q4	$462K	Buy	+3,133	New	+$438K	0.19%	86

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

20/20 Capital Management's GLD Position: Q2 2021 in Review

20/20 Capital Management increased its SPDR Gold Trust (GLD) stake by 1.4% in Q2 2021, buying an estimated $6.8K and bringing the position to 2,978 shares worth $493K. The position accounts for 0.13% of the portfolio, ranked #103.

20/20 Capital Management first reported a position in GLD in Q4 2019 and has held it in 7 quarters since. The position peaked at $557K in Q2 2020. 1,658 funds tracked by Wall St. Rank hold GLD as of Q2 2021.

20/20 Capital Management held 2,978 shares of SPDR Gold Trust worth $493K as of Q2 2021.
20/20 Capital Management bought 40 SPDR Gold Trust shares in Q2 2021, an estimated $6.8K.
SPDR Gold Trust made up 0.13% of 20/20 Capital Management's portfolio in Q2 2021, its #103 holding.
20/20 Capital Management first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 7 quarters since.
20/20 Capital Management's SPDR Gold Trust position peaked at $557K in Q2 2020.
1,658 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2021.

Based on 20/20 Capital Management's 13F filing for Q2 2021, filed 12 Jul 2021.