Geier Asset Management’s SPDR Gold Trust GLD Stock Holding History

Geier Asset 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 Q2	$931K	Buy	5,621 +956	+20%	+$162K	0.65%	44
2021 Q1	$783K	Buy	4,665 +1,141	+32%	+$192K	0.57%	47
2020 Q4	$570K	Buy	+3,524	New	+$621K	0.46%	49

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Geier Asset Management's GLD Position: Q2 2021 in Review

Geier Asset Management increased its SPDR Gold Trust (GLD) stake by 20% in Q2 2021, buying an estimated $162K and bringing the position to 5,621 shares worth $931K. The position accounts for 0.65% of the portfolio, ranked #44.

Geier Asset Management first reported a position in GLD in Q4 2020 and has held it in 3 quarters since. 1,657 funds tracked by Wall St. Rank hold GLD as of Q2 2021.

Geier Asset Management held 5,621 shares of SPDR Gold Trust worth $931K as of Q2 2021.
Geier Asset Management bought 956 SPDR Gold Trust shares in Q2 2021, an estimated $162K.
SPDR Gold Trust made up 0.65% of Geier Asset Management's portfolio in Q2 2021, its #44 holding.
Geier Asset Management first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 3 quarters since.
1,657 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2021.

Based on Geier Asset Management's 13F filing for Q2 2021, filed 12 Jul 2021.