Castle Financial & Retirement Planning Associates’s SPDR Gold Trust GLD Stock Holding History

Castle Financial & Retirement Planning Associates’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	$1.54M	Buy	+9,000	New	+$1.51M	5.21%	6

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Castle Financial & Retirement Planning Associates's GLD Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in SPDR Gold Trust (GLD) in Q4 2021: 9,000 shares worth $1.54M. The stake represents 5.21% of the portfolio and ranks #6 among its holdings.

1,774 funds tracked by Wall St. Rank hold GLD as of Q4 2021.

Castle Financial & Retirement Planning Associates held 9,000 shares of SPDR Gold Trust worth $1.54M as of Q4 2021.
SPDR Gold Trust was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
SPDR Gold Trust made up 5.21% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #6 holding.
1,774 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.