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

Argent 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
Q2 		$5.61M Buy
30,614
+6,772
+28% +$1.09M 0.93% 27
2020
Q1 		$3.74M Buy
+23,842
New +$3.55M 0.76% 31

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Argent Wealth Management's GLD Position: Q2 2020 in Review

Argent Wealth Management increased its SPDR Gold Trust (GLD) stake by 28% in Q2 2020, buying an estimated $1.09M and bringing the position to 30,614 shares worth $5.61M. The position accounts for 0.93% of the portfolio, ranked #27.

Argent Wealth Management first reported a position in GLD in Q1 2020 and has held it in 2 quarters since. 1,477 funds tracked by Wall St. Rank hold GLD as of Q2 2020.

  • Argent Wealth Management held 30,614 shares of SPDR Gold Trust worth $5.61M as of Q2 2020.
  • Argent Wealth Management bought 6,772 SPDR Gold Trust shares in Q2 2020, an estimated $1.09M.
  • SPDR Gold Trust made up 0.93% of Argent Wealth Management's portfolio in Q2 2020, its #27 holding.
  • Argent Wealth Management first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 2 quarters since.
  • 1,477 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2020.

Based on Argent Wealth Management's 13F filing for Q2 2020, filed 17 Aug 2020.