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Harvest Group Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Harvest Group Wealth 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
Q1 		– Sell
-58
Closed -$10K – 288
2020
Q4 		$10K Sell
58
-27
-32% -$4.75K 0.01% 225
2020
Q3 		$15K Buy
85
+25
+42% +$4.49K 0.01% 191
2020
Q2 		$10K Sell
60
-30
-33% -$4.84K 0.01% 212
2020
Q1 		$13K Buy
90
+50
+125% +$7.45K 0.01% 177
2019
Q4 		$5K Hold
40
– – ﹤0.01% 366
2019
Q3 		$6K Hold
40
– – 0.01% 353
2019
Q2 		$5K Sell
40
-10
-20% -$1.24K 0.01% 343
2019
Q1 		$6K Buy
+50
New +$6.16K 0.01% 347

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
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MM
Marino Management Westport, Connecticut $480M AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Harvest Group Wealth Management's GLD Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of SPDR Gold Trust (GLD) in Q1 2021, closing a stake of 58 shares — an estimated $10K sold.

Harvest Group Wealth Management first reported a position in GLD in Q1 2019 and held it in 8 quarters. The position peaked at $15K in Q3 2020. 1,601 funds tracked by Wall St. Rank hold GLD as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining SPDR Gold Trust position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 58 SPDR Gold Trust shares in Q1 2021, an estimated $10K.
  • Harvest Group Wealth Management first reported a position in SPDR Gold Trust in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's SPDR Gold Trust position peaked at $15K in Q3 2020.
  • 1,601 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.