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Emery Howard Portfolio Management’s SPDR Gold Trust GLD Stock Holding History

Emery Howard Portfolio 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
Q4 		$229K Buy
1,342
+10
+0.8% +$1.68K 0.03% 47
2021
Q3 		$219K Sell
1,332
-107
-7% -$17.9K 0.03% 46
2021
Q2 		$238K Hold
1,439
– – 0.04% 43
2021
Q1 		$230K Hold
1,439
– – 0.04% 41
2020
Q4 		$257K Hold
1,439
– – 0.04% 32
2020
Q3 		$255K Buy
+1,439
New +$259K 0.05% 31
2017
Q1 		– Sell
-5,072
Closed -$556K – 34
2016
Q4 		$556K Buy
5,072
+100
+2% +$11.6K 0.13% 26
2016
Q3 		$625K Hold
4,972
– – 0.15% 25
2016
Q2 		$629K Hold
4,972
– – 0.16% 25
2016
Q1 		$585K Hold
4,972
– – 0.15% 26
2015
Q4 		$504K Hold
4,972
– – 0.13% 26
2015
Q3 		$531K Hold
4,972
– – 0.15% 27
2015
Q2 		$559K Buy
4,972
+173
+4% +$19.8K 0.14% 27
2015
Q1 		$545K Buy
4,799
+22
+0.5% +$2.57K 0.14% 27
2014
Q4 		$543K Hold
4,777
– – 0.16% 25
2014
Q3 		$555K Sell
4,777
-361
-7% -$44.5K 0.18% 25
2014
Q2 		$658K Buy
5,138
+825
+19% +$102K 0.2% 25
2014
Q1 		$533K Sell
4,313
-4,800
-53% -$598K 0.17% 25
2013
Q4 		$1.06M Sell
9,113
-2,880
-24% -$354K 0.35% 21
2013
Q3 		$1.54M Buy
11,993
+398
+3% +$51.1K 0.56% 15
2013
Q2 		$1.38M Buy
+11,595
New +$1.59M 0.53% 15

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

Emery Howard Portfolio Management's GLD Position: Q4 2021 in Review

Emery Howard Portfolio Management increased its SPDR Gold Trust (GLD) stake by 0.75% in Q4 2021, buying an estimated $1.68K and bringing the position to 1,342 shares worth $229K. The position accounts for 0.03% of the portfolio, ranked #47.

Emery Howard Portfolio Management first reported a position in GLD in Q2 2013 and has held it in 21 quarters since. The position peaked at $1.54M in Q3 2013. 1,776 funds tracked by Wall St. Rank hold GLD as of Q4 2021.

  • Emery Howard Portfolio Management held 1,342 shares of SPDR Gold Trust worth $229K as of Q4 2021.
  • Emery Howard Portfolio Management bought 10 SPDR Gold Trust shares in Q4 2021, an estimated $1.68K.
  • SPDR Gold Trust made up 0.03% of Emery Howard Portfolio Management's portfolio in Q4 2021, its #47 holding.
  • Emery Howard Portfolio Management first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 21 quarters since.
  • Emery Howard Portfolio Management's SPDR Gold Trust position peaked at $1.54M in Q3 2013.
  • 1,776 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2021.

Based on Emery Howard Portfolio Management's 13F filing for Q4 2021, filed 6 Jan 2022.