Cascadia Advisory Services’s SPDR Gold Trust GLD Stock Holding History

Cascadia Advisory Services’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	$2.06M	Sell	11,623 -177	-2%	-$31.8K	0.58%	44
2020 Q2	$1.98M	Buy	+11,800	New	+$1.9M	0.6%	54

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Cascadia Advisory Services's GLD Position: Q3 2020 in Review

Cascadia Advisory Services reduced its SPDR Gold Trust (GLD) stake by 1.5% in Q3 2020, selling an estimated $31.8K and leaving 11,623 shares worth $2.06M. The position accounts for 0.58% of the portfolio, ranked #44.

Cascadia Advisory Services first reported a position in GLD in Q2 2020 and has held it in 2 quarters since. 1,551 funds tracked by Wall St. Rank hold GLD as of Q3 2020.

Cascadia Advisory Services held 11,623 shares of SPDR Gold Trust worth $2.06M as of Q3 2020.
Cascadia Advisory Services sold 177 SPDR Gold Trust shares in Q3 2020, an estimated $31.8K.
SPDR Gold Trust made up 0.58% of Cascadia Advisory Services's portfolio in Q3 2020, its #44 holding.
Cascadia Advisory Services first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 2 quarters since.
1,551 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2020.

Based on Cascadia Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.