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AFT Forsyth & Company’s SPDR Gold Trust GLD Stock Holding History

AFT Forsyth & Company’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
Q4 		– Sell
-4,605
Closed -$756K – 160
2021
Q3 		$756K Sell
4,605
-270
-6% -$45.2K 0.41% 77
2021
Q2 		$807K Sell
4,875
-725
-13% -$123K 0.43% 74
2021
Q1 		$896K Buy
5,600
+1,000
+22% +$168K 0.54% 64
2020
Q4 		$820K Buy
+4,600
New +$810K 0.51% 69
2013
Q3 		$153K Hold
1,190
– – 0.2% 117
2013
Q2 		$142K Buy
+1,190
New +$163K 0.2% 110

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
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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AFT Forsyth & Company's GLD Position: Q4 2021 in Review

AFT Forsyth & Company sold out of SPDR Gold Trust (GLD) in Q4 2021, closing a stake of 4,605 shares — an estimated $756K sold.

AFT Forsyth & Company first reported a position in GLD in Q2 2013 and held it in 6 quarters. The position peaked at $896K in Q1 2021. 1,776 funds tracked by Wall St. Rank hold GLD as of Q4 2021.

  • AFT Forsyth & Company reported no remaining SPDR Gold Trust position as of Q4 2021 after selling out during the quarter.
  • AFT Forsyth & Company sold 4,605 SPDR Gold Trust shares in Q4 2021, an estimated $756K.
  • AFT Forsyth & Company first reported a position in SPDR Gold Trust in Q2 2013 and held it in 6 quarters.
  • AFT Forsyth & Company's SPDR Gold Trust position peaked at $896K in Q1 2021.
  • 1,776 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2021.

Based on AFT Forsyth & Company's 13F filing for Q4 2021, filed 7 Feb 2022.