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Cardinal Point Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Cardinal Point 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
Q3 		$834K Hold
5,076
– – 0.39% 20
2021
Q2 		$841K Hold
5,076
– – 0.38% 22
2021
Q1 		$812K Hold
5,076
– – 0.41% 20
2020
Q4 		$905K Buy
+5,076
New +$894K 0.46% 15

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
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Cardinal Point Wealth Management's GLD Position: Q3 2021 in Review

Cardinal Point Wealth Management held its SPDR Gold Trust (GLD) position steady in Q3 2021 at 5,076 shares worth $834K. The position accounts for 0.39% of the portfolio, ranked #20.

Cardinal Point Wealth Management first reported a position in GLD in Q4 2020 and has held it in 4 quarters since. The position peaked at $905K in Q4 2020. 1,613 funds tracked by Wall St. Rank hold GLD as of Q3 2021.

  • Cardinal Point Wealth Management held 5,076 shares of SPDR Gold Trust worth $834K as of Q3 2021.
  • Cardinal Point Wealth Management left its SPDR Gold Trust share count unchanged in Q3 2021.
  • SPDR Gold Trust made up 0.39% of Cardinal Point Wealth Management's portfolio in Q3 2021, its #20 holding.
  • Cardinal Point Wealth Management first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 4 quarters since.
  • Cardinal Point Wealth Management's SPDR Gold Trust position peaked at $905K in Q4 2020.
  • 1,613 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2021.

Based on Cardinal Point Wealth Management's 13F filing for Q3 2021, filed 5 Nov 2021.