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Coe Capital Management’s SPDR Gold Trust GLD Stock Holding History

Coe Capital Management’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
Q1 		– Sell
-1,875
Closed -$334K – 112
2020
Q4 		$334K Buy
+1,875
New +$330K 0.37% 65
2019
Q1 		– Sell
-1,675
Closed -$203K – 83
2018
Q4 		$203K Buy
+1,675
New +$195K 0.25% 79

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MM
Marino Management Westport, Connecticut $547M AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Coe Capital Management's GLD Position: Q1 2021 in Review

Coe Capital Management sold out of SPDR Gold Trust (GLD) in Q1 2021, closing a stake of 1,875 shares — an estimated $334K sold.

Coe Capital Management first reported a position in GLD in Q4 2018 and held it in 2 quarters. The position peaked at $334K in Q4 2020. 1,601 funds tracked by Wall St. Rank hold GLD as of Q1 2021.

  • Coe Capital Management reported no remaining SPDR Gold Trust position as of Q1 2021 after selling out during the quarter.
  • Coe Capital Management sold 1,875 SPDR Gold Trust shares in Q1 2021, an estimated $334K.
  • Coe Capital Management first reported a position in SPDR Gold Trust in Q4 2018 and held it in 2 quarters.
  • Coe Capital Management's SPDR Gold Trust position peaked at $334K in Q4 2020.
  • 1,601 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2021.

Based on Coe Capital Management's 13F filing for Q1 2021, filed 21 Jun 2021.