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 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Marino Management Westport, Connecticut $547M AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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.