Burt Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Burt Wealth Advisors’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	-315	Closed	-$56K	–	195
2020 Q4	$56K	Hold	315	–	–	0.02%	173
2020 Q3	$56K	Hold	315	–	–	0.02%	167
2020 Q2	$53K	Hold	315	–	–	0.02%	172
2020 Q1	$47K	Hold	315	–	–	0.02%	169
2019 Q4	$45K	Hold	315	–	–	0.02%	177
2019 Q3	$44K	Hold	315	–	–	0.02%	178
2019 Q2	$42K	Hold	315	–	–	0.02%	180
2019 Q1	$38K	Buy	315 +280	+800%	+$34.5K	0.02%	192
2018 Q4	$4K	Hold	35	–	–	﹤0.01%	309
2018 Q3	$4K	Hold	35	–	–	﹤0.01%	326
2018 Q2	$4K	Hold	35	–	–	﹤0.01%	315
2018 Q1	$4K	Hold	35	–	–	﹤0.01%	325
2017 Q4	$4K	Hold	35	–	–	﹤0.01%	314
2017 Q3	$4K	Hold	35	–	–	﹤0.01%	308
2017 Q2	$4K	Hold	35	–	–	﹤0.01%	342
2017 Q1	$4K	Hold	35	–	–	﹤0.01%	306
2016 Q4	$4K	Hold	35	–	–	﹤0.01%	330
2016 Q3	$4K	Hold	35	–	–	﹤0.01%	328
2016 Q2	$4K	Hold	35	–	–	﹤0.01%	331
2016 Q1	$4K	Hold	35	–	–	﹤0.01%	401
2015 Q4	$3K	Hold	35	–	–	﹤0.01%	429
2015 Q3	$3K	Hold	35	–	–	﹤0.01%	333
2015 Q2	$4K	Hold	35	–	–	﹤0.01%	323
2015 Q1	$4K	Hold	35	–	–	﹤0.01%	295
2014 Q4	$4K	Buy	+35	New	+$4.04K	﹤0.01%	283

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 $60.8B AUM 26.63% 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

Burt Wealth Advisors's GLD Position: Q1 2021 in Review

Burt Wealth Advisors sold out of SPDR Gold Trust (GLD) in Q1 2021, closing a stake of 315 shares — an estimated $56K sold.

Burt Wealth Advisors first reported a position in GLD in Q4 2014 and held it in 25 quarters. The position peaked at $56K in Q4 2020. 1,601 funds tracked by Wall St. Rank hold GLD as of Q1 2021.

Burt Wealth Advisors reported no remaining SPDR Gold Trust position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 315 SPDR Gold Trust shares in Q1 2021, an estimated $56K.
Burt Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's SPDR Gold Trust position peaked at $56K in Q4 2020.
1,601 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.