Advocacy Wealth Management Services’s SPDR Gold Trust GLD Stock Holding History

Advocacy Wealth Management Services’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 Q1	–	Sell	-7,775	Closed	-$1.39M	–	144
2020 Q4	$1.39M	Buy	7,775 +1,996	+35%	+$351K	0.21%	30
2020 Q3	$1.03M	Sell	5,779 -4,072	-41%	-$732K	0.17%	33
2020 Q2	$1.65M	Buy	+9,851	New	+$1.59M	0.33%	28
2013 Q3	$28K	Buy	227 +127	+127%	+$16.3K	0.08%	150
2013 Q2	$12K	Buy	+100	New	+$13.7K	0.05%	175

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

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

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

Marino Management Westport, Connecticut $547M AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Advocacy Wealth Management Services's GLD Position: Q1 2021 in Review

Advocacy Wealth Management Services sold out of SPDR Gold Trust (GLD) in Q1 2021, closing a stake of 7,775 shares — an estimated $1.39M sold.

Advocacy Wealth Management Services first reported a position in GLD in Q2 2013 and held it in 5 quarters. The position peaked at $1.65M in Q2 2020. 1,601 funds tracked by Wall St. Rank hold GLD as of Q1 2021.

Advocacy Wealth Management Services reported no remaining SPDR Gold Trust position as of Q1 2021 after selling out during the quarter.
Advocacy Wealth Management Services sold 7,775 SPDR Gold Trust shares in Q1 2021, an estimated $1.39M.
Advocacy Wealth Management Services first reported a position in SPDR Gold Trust in Q2 2013 and held it in 5 quarters.
Advocacy Wealth Management Services's SPDR Gold Trust position peaked at $1.65M in Q2 2020.
1,601 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2021.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2021, filed 5 Apr 2021.