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

Buckley 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
2021 Q1	–	Sell	-1,700	Closed	-$303K	–	127
2020 Q4	$303K	Buy	+1,700	New	+$299K	0.12%	100

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 $59.9B AUM 27.01% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marino Management Westport, Connecticut $480M AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

Buckley Wealth Management's GLD Position: Q1 2021 in Review

Buckley Wealth Management sold out of SPDR Gold Trust (GLD) in Q1 2021, closing a stake of 1,700 shares — an estimated $303K sold.

Buckley Wealth Management first reported a position in GLD in Q4 2020 and held it in 1 quarter. The position peaked at $303K in Q4 2020. 1,602 funds tracked by Wall St. Rank hold GLD as of Q1 2021.

Buckley Wealth Management reported no remaining SPDR Gold Trust position as of Q1 2021 after selling out during the quarter.
Buckley Wealth Management sold 1,700 SPDR Gold Trust shares in Q1 2021, an estimated $303K.
Buckley Wealth Management first reported a position in SPDR Gold Trust in Q4 2020 and held it in 1 quarter.
Buckley Wealth Management's SPDR Gold Trust position peaked at $303K in Q4 2020.
1,602 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2021.

Based on Buckley Wealth Management's 13F filing for Q1 2021, filed 30 Apr 2021.