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Greatmark Investment Partners’s SPDR Gold Trust GLD Stock Holding History

Greatmark Investment Partners’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
Q3 		– Sell
-1,381
Closed -$229K – 138
2021
Q2 		$229K Hold
1,381
– – 0.04% 127
2021
Q1 		$221K Buy
1,381
+250
+22% +$42K 0.04% 126
2020
Q4 		$202K Buy
+1,131
New +$199K 0.04% 123
2014
Q4 		– Sell
-3,022
Closed -$351K – 92
2014
Q3 		$351K Buy
3,022
+50
+2% +$6.17K 0.16% 68
2014
Q2 		$381K Hold
2,972
– – 0.16% 64
2014
Q1 		$367K Hold
2,972
– – 0.16% 64
2013
Q4 		$345K Hold
2,972
– – 0.16% 65
2013
Q3 		$381K Hold
2,972
– – 0.2% 61
2013
Q2 		$354K Buy
+2,972
New +$407K 0.23% 61

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

Greatmark Investment Partners's GLD Position: Q3 2021 in Review

Greatmark Investment Partners sold out of SPDR Gold Trust (GLD) in Q3 2021, closing a stake of 1,381 shares — an estimated $229K sold.

Greatmark Investment Partners first reported a position in GLD in Q2 2013 and held it in 9 quarters. The position peaked at $381K in Q2 2014. 1,613 funds tracked by Wall St. Rank hold GLD as of Q3 2021.

  • Greatmark Investment Partners reported no remaining SPDR Gold Trust position as of Q3 2021 after selling out during the quarter.
  • Greatmark Investment Partners sold 1,381 SPDR Gold Trust shares in Q3 2021, an estimated $229K.
  • Greatmark Investment Partners first reported a position in SPDR Gold Trust in Q2 2013 and held it in 9 quarters.
  • Greatmark Investment Partners's SPDR Gold Trust position peaked at $381K in Q2 2014.
  • 1,613 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2021.

Based on Greatmark Investment Partners's 13F filing for Q3 2021, filed 2 Nov 2021.