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CLA (CliftonLarsonAllen) Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

CLA (CliftonLarsonAllen) Wealth 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
-3,436
Closed -$564K – 215
2021
Q3 		$564K Sell
3,436
-645
-16% -$108K 0.02% 209
2021
Q2 		$676K Buy
+4,081
New +$693K 0.03% 192
2015
Q3 		– Sell
-4,598
Closed -$517K – 128
2015
Q2 		$517K Buy
+4,598
New +$526K 0.1% 105

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 $11.5B AUM 18.72% 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

CLA (CliftonLarsonAllen) Wealth Advisors's GLD Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of SPDR Gold Trust (GLD) in Q4 2021, closing a stake of 3,436 shares — an estimated $564K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in GLD in Q2 2015 and held it in 3 quarters. The position peaked at $676K in Q2 2021. 1,776 funds tracked by Wall St. Rank hold GLD as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining SPDR Gold Trust position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 3,436 SPDR Gold Trust shares in Q4 2021, an estimated $564K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in SPDR Gold Trust in Q2 2015 and held it in 3 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's SPDR Gold Trust position peaked at $676K in Q2 2021.
  • 1,776 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.