Clear Perspective Advisors’s SPDR Gold Trust GLD Stock Holding History

Clear Perspective 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	$484K	Buy	2,829 +35	+1%	+$5.88K	0.15%	104
2021 Q3	$459K	Sell	2,794 -28	-1%	-$4.69K	0.16%	95
2021 Q2	$467K	Buy	2,822 +28	+1%	+$4.76K	0.16%	92
2021 Q1	$447K	Buy	2,794 +35	+1%	+$5.88K	0.17%	91
2020 Q4	$492K	Buy	2,759 +171	+7%	+$30.1K	0.2%	90
2020 Q3	$984	Hold	2,588	–	–	0.46%	43
2020 Q2	$433K	Hold	2,588	–	–	0.24%	79
2020 Q1	$383K	Sell	2,588 -15	-0.6%	-$2.23K	0.26%	75
2019 Q4	$372K	Sell	2,603 -3,653	-58%	-$510K	0.23%	95
2019 Q3	$848K	Buy	6,256 +2,603	+71%	+$362K	0.38%	57
2019 Q2	$487K	Sell	3,653 -40	-1%	-$4.94K	0.31%	79
2019 Q1	$451K	Sell	3,693 -1,000	-21%	-$123K	0.32%	85
2018 Q4	$569K	Sell	4,693 -120	-2%	-$13.9K	0.47%	66
2018 Q3	$543K	Buy	4,813 +260	+6%	+$29.8K	0.4%	78
2018 Q2	$540K	Buy	4,553 +53	+1%	+$6.56K	0.38%	78
2018 Q1	$566K	Hold	4,500	–	–	0.42%	69
2017 Q4	$556K	Buy	4,500 +1,850	+70%	+$224K	0.43%	66
2017 Q3	$322K	Buy	2,650 +150	+6%	+$18.2K	0.26%	98
2017 Q2	$295K	Buy	2,500 +1,100	+79%	+$132K	0.25%	99
2017 Q1	$166K	Buy	1,400 +975	+229%	+$113K	0.11%	129
2016 Q4	$47K	Buy	+425	New	+$49.3K	0.03%	207

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

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Clear Perspective Advisors's GLD Position: Q4 2021 in Review

Clear Perspective Advisors increased its SPDR Gold Trust (GLD) stake by 1.3% in Q4 2021, buying an estimated $5.88K and bringing the position to 2,829 shares worth $484K. The position accounts for 0.15% of the portfolio, ranked #104.

Clear Perspective Advisors first reported a position in GLD in Q4 2016 and has held it in 21 quarters since. The position peaked at $848K in Q3 2019. 1,776 funds tracked by Wall St. Rank hold GLD as of Q4 2021.

Clear Perspective Advisors held 2,829 shares of SPDR Gold Trust worth $484K as of Q4 2021.
Clear Perspective Advisors bought 35 SPDR Gold Trust shares in Q4 2021, an estimated $5.88K.
SPDR Gold Trust made up 0.15% of Clear Perspective Advisors's portfolio in Q4 2021, its #104 holding.
Clear Perspective Advisors first reported a position in SPDR Gold Trust in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's SPDR Gold Trust position peaked at $848K in Q3 2019.
1,776 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.