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FundX Investment Group’s SPDR Gold Trust GLD Stock Holding History

FundX Investment Group’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
2020
Q4 		– Sell
-27,354
Closed -$4.84M – 36
2020
Q3 		$4.84M Sell
27,354
-276
-1% -$49.6K 1.86% 14
2020
Q2 		$4.62M Buy
27,630
+203
+0.7% +$32.7K 1.95% 18
2020
Q1 		$4.06M Buy
+27,427
New +$4.08M 1.49% 16
2019
Q4 		– Sell
-30,120
Closed -$4.18M – 64
2019
Q3 		$4.18M Buy
+30,120
New +$4.19M 1.49% 14
2019
Q2 		– Sell
-56,342
Closed -$6.87M – 46
2019
Q1 		$6.87M Buy
+56,342
New +$6.94M 2.33% 13
2016
Q2 		– Sell
-11,000
Closed -$1.29M – 33
2016
Q1 		$1.29M Buy
+11,000
New +$1.25M 0.32% 24

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

FundX Investment Group's GLD Position: Q4 2020 in Review

FundX Investment Group sold out of SPDR Gold Trust (GLD) in Q4 2020, closing a stake of 27,354 shares — an estimated $4.84M sold.

FundX Investment Group first reported a position in GLD in Q1 2016 and held it in 6 quarters. The position peaked at $6.87M in Q1 2019. 1,686 funds tracked by Wall St. Rank hold GLD as of Q4 2020.

  • FundX Investment Group reported no remaining SPDR Gold Trust position as of Q4 2020 after selling out during the quarter.
  • FundX Investment Group sold 27,354 SPDR Gold Trust shares in Q4 2020, an estimated $4.84M.
  • FundX Investment Group first reported a position in SPDR Gold Trust in Q1 2016 and held it in 6 quarters.
  • FundX Investment Group's SPDR Gold Trust position peaked at $6.87M in Q1 2019.
  • 1,686 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2020.

Based on FundX Investment Group's 13F filing for Q4 2020, filed 8 Feb 2021.