Adams Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Adams Wealth 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
2020 Q4	–	Sell	-22	Closed	-$4K	–	178
2020 Q3	$4K	Buy	+22	New	+$3.95K	﹤0.01%	239

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Adams Wealth Management's GLD Position: Q4 2020 in Review

Adams Wealth Management sold out of SPDR Gold Trust (GLD) in Q4 2020, closing a stake of 22 shares — an estimated $4K sold.

Adams Wealth Management first reported a position in GLD in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 1,685 funds tracked by Wall St. Rank hold GLD as of Q4 2020.

Adams Wealth Management reported no remaining SPDR Gold Trust position as of Q4 2020 after selling out during the quarter.
Adams Wealth Management sold 22 SPDR Gold Trust shares in Q4 2020, an estimated $4K.
Adams Wealth Management first reported a position in SPDR Gold Trust in Q3 2020 and held it in 1 quarter.
Adams Wealth Management's SPDR Gold Trust position peaked at $4K in Q3 2020.
1,685 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2020.

Based on Adams Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.