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Fiduciary Planning’s SPDR Gold Trust GLD Stock Holding History

Fiduciary Planning’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
Q2 		– Sell
-16
Closed -$2K – 138
2021
Q1 		$2K Sell
16
-7,788
-100% -$1.31M ﹤0.01% 230
2020
Q4 		$1.39M Buy
7,804
+145
+2% +$25.5K 1.96% 26
2020
Q3 		$1.36M Buy
7,659
+625
+9% +$112K 2.24% 16
2020
Q2 		$1.3M Buy
+7,034
New +$1.13M 2.87% 9

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
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Fiduciary Planning's GLD Position: Q2 2021 in Review

Fiduciary Planning sold out of SPDR Gold Trust (GLD) in Q2 2021, closing a stake of 16 shares — an estimated $2K sold.

Fiduciary Planning first reported a position in GLD in Q2 2020 and held it in 4 quarters. The position peaked at $1.39M in Q4 2020. 1,658 funds tracked by Wall St. Rank hold GLD as of Q2 2021.

  • Fiduciary Planning reported no remaining SPDR Gold Trust position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 16 SPDR Gold Trust shares in Q2 2021, an estimated $2K.
  • Fiduciary Planning first reported a position in SPDR Gold Trust in Q2 2020 and held it in 4 quarters.
  • Fiduciary Planning's SPDR Gold Trust position peaked at $1.39M in Q4 2020.
  • 1,658 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.