CWP
GLD icon

CFM Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

CFM Wealth Partners’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
-20
Closed -$3K – 269
2020
Q2 		$3K Hold
20
– – ﹤0.01% 454
2020
Q1 		$3K Hold
20
– – ﹤0.01% 494
2019
Q4 		$3K Buy
+20
New +$2.79K ﹤0.01% 466

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

CFM Wealth Partners's GLD Position: Q3 2020 in Review

CFM Wealth Partners sold out of SPDR Gold Trust (GLD) in Q3 2020, closing a stake of 20 shares — an estimated $3K sold.

CFM Wealth Partners first reported a position in GLD in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2020. 1,551 funds tracked by Wall St. Rank hold GLD as of Q3 2020.

  • CFM Wealth Partners reported no remaining SPDR Gold Trust position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 20 SPDR Gold Trust shares in Q3 2020, an estimated $3K.
  • CFM Wealth Partners first reported a position in SPDR Gold Trust in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's SPDR Gold Trust position peaked at $3K in Q2 2020.
  • 1,551 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.