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

Campbell 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
Q3 		– Sell
-300
Closed -$50K – 171
2020
Q2 		$50K Buy
+300
New +$48.4K 0.01% 154

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
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Campbell Wealth Management's GLD Position: Q3 2020 in Review

Campbell Wealth Management sold out of SPDR Gold Trust (GLD) in Q3 2020, closing a stake of 300 shares — an estimated $50K sold.

Campbell Wealth Management first reported a position in GLD in Q2 2020 and held it in 1 quarter. The position peaked at $50K in Q2 2020. 1,551 funds tracked by Wall St. Rank hold GLD as of Q3 2020.

  • Campbell Wealth Management reported no remaining SPDR Gold Trust position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 300 SPDR Gold Trust shares in Q3 2020, an estimated $50K.
  • Campbell Wealth Management first reported a position in SPDR Gold Trust in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's SPDR Gold Trust position peaked at $50K in Q2 2020.
  • 1,551 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.