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Capital Directions Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Capital Directions Investment 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
Q4 		– Sell
-76
Closed -$12K – 117
2021
Q3 		$12K Buy
+76
New +$12.7K ﹤0.01% 228
2019
Q2 		– Sell
-865
Closed -$106K – 87
2019
Q1 		$106K Buy
+865
New +$107K 0.03% 54
2018
Q4 		– Sell
-95
Closed -$11K – 109
2018
Q3 		$11K Buy
+95
New +$10.9K ﹤0.01% 131
2018
Q2 		– Sell
-14,503
Closed -$1.82M – 155
2018
Q1 		$1.82M Buy
14,503
+55
+0.4% +$6.94K 0.57% 16
2017
Q4 		$1.79M Hold
14,448
– – 0.56% 17
2017
Q3 		$1.76M Buy
14,448
+1,505
+12% +$183K 0.56% 17
2017
Q2 		$1.53M Hold
12,943
– – 0.52% 18
2017
Q1 		$1.54M Hold
12,943
– – 0.53% 18
2016
Q4 		$1.42M Buy
12,943
+650
+5% +$75.5K 0.51% 17
2016
Q3 		$1.54M Hold
12,293
– – 0.55% 17
2016
Q2 		$1.55M Buy
12,293
+411
+3% +$49.5K 0.56% 17
2016
Q1 		$1.4M Sell
11,882
-968
-8% -$110K 0.52% 12
2015
Q4 		$1.3M Sell
12,850
-302
-2% -$31.9K 0.44% 17
2015
Q3 		$1.41M Hold
13,152
– – 0.5% 14
2015
Q2 		$1.48M Sell
13,152
-410
-3% -$46.9K 0.5% 16
2015
Q1 		$1.55M Buy
13,562
+815
+6% +$95.3K 0.51% 15
2014
Q4 		$1.55M Hold
12,747
– – 0.52% 16
2014
Q3 		$1.41M Buy
12,747
+1,425
+13% +$176K 0.51% 13
2014
Q2 		$1.45M Hold
11,322
– – 0.54% 13
2014
Q1 		$1.4M Hold
11,322
– – 0.55% 13
2013
Q4 		$1.31M Buy
11,322
+1,480
+15% +$182K 0.52% 13
2013
Q3 		$1.26M Hold
9,842
– – 0.55% 11
2013
Q2 		$1.17M Buy
+9,842
New +$1.35M 0.55% 11

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

Capital Directions Investment Advisors's GLD Position: Q4 2021 in Review

Capital Directions Investment Advisors sold out of SPDR Gold Trust (GLD) in Q4 2021, closing a stake of 76 shares — an estimated $12K sold.

Capital Directions Investment Advisors first reported a position in GLD in Q2 2013 and held it in 23 quarters. The position peaked at $1.82M in Q1 2018. 1,776 funds tracked by Wall St. Rank hold GLD as of Q4 2021.

  • Capital Directions Investment Advisors reported no remaining SPDR Gold Trust position as of Q4 2021 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 76 SPDR Gold Trust shares in Q4 2021, an estimated $12K.
  • Capital Directions Investment Advisors first reported a position in SPDR Gold Trust in Q2 2013 and held it in 23 quarters.
  • Capital Directions Investment Advisors's SPDR Gold Trust position peaked at $1.82M in Q1 2018.
  • 1,776 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2021.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.