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Domani Wealth’s SPDR Gold Trust GLD Stock Holding History

Domani Wealth’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
2019
Q4 		– Sell
-1,500
Closed -$208K – 114
2019
Q3 		$208K Buy
+1,500
New +$209K 0.08% 106
2017
Q3 		– Sell
-2,400
Closed -$283K – 96
2017
Q2 		$283K Hold
2,400
– – 0.12% 77
2017
Q1 		$285K Sell
2,400
-100
-4% -$11.6K 0.12% 78
2016
Q4 		$274K Sell
2,500
-100
-4% -$11.6K 0.11% 79
2016
Q3 		$327K Buy
+2,600
New +$331K 0.12% 85

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Domani Wealth's GLD Position: Q4 2019 in Review

Domani Wealth sold out of SPDR Gold Trust (GLD) in Q4 2019, closing a stake of 1,500 shares — an estimated $208K sold.

Domani Wealth first reported a position in GLD in Q3 2016 and held it in 5 quarters. The position peaked at $327K in Q3 2016. 1,279 funds tracked by Wall St. Rank hold GLD as of Q4 2019.

  • Domani Wealth reported no remaining SPDR Gold Trust position as of Q4 2019 after selling out during the quarter.
  • Domani Wealth sold 1,500 SPDR Gold Trust shares in Q4 2019, an estimated $208K.
  • Domani Wealth first reported a position in SPDR Gold Trust in Q3 2016 and held it in 5 quarters.
  • Domani Wealth's SPDR Gold Trust position peaked at $327K in Q3 2016.
  • 1,279 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2019.

Based on Domani Wealth's 13F filing for Q4 2019, filed 27 Jan 2020.