Hoover Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Hoover Financial Advisors’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	$1.04M	Sell	6,306 -28	-0.4%	-$4.76K	0.19%	54
2021 Q1	$1.09M	Sell	6,334 -1,324	-17%	-$223K	0.2%	46
2020 Q4	$1.33M	Sell	7,658 -4,581	-37%	-$807K	0.33%	31
2020 Q3	$2.17M	Buy	12,239 +445	+4%	+$80K	0.71%	25
2020 Q2	$1.97M	Buy	11,794 +846	+8%	+$136K	0.76%	23
2020 Q1	$1.62M	Sell	10,948 -385	-3%	-$57.3K	0.9%	19
2019 Q4	$1.62M	Buy	11,333 +9,732	+608%	+$1.36M	0.79%	20
2019 Q3	$222K	Buy	+1,601	New	+$223K	0.2%	52
2019 Q1	–	Sell	-2,963	Closed	-$359K	–	65
2018 Q4	$359K	Buy	+2,963	New	+$344K	0.4%	39

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 $12.8B AUM 19.73% 1-Year Est. Return

Hoover Financial Advisors's GLD Position: Q2 2021 in Review

Hoover Financial Advisors reduced its SPDR Gold Trust (GLD) stake by 0.44% in Q2 2021, selling an estimated $4.76K and leaving 6,306 shares worth $1.04M. The position accounts for 0.19% of the portfolio, ranked #54.

Hoover Financial Advisors first reported a position in GLD in Q4 2018 and has held it in 9 quarters since. The position peaked at $2.17M in Q3 2020. 1,657 funds tracked by Wall St. Rank hold GLD as of Q2 2021.

Hoover Financial Advisors held 6,306 shares of SPDR Gold Trust worth $1.04M as of Q2 2021.
Hoover Financial Advisors sold 28 SPDR Gold Trust shares in Q2 2021, an estimated $4.76K.
SPDR Gold Trust made up 0.19% of Hoover Financial Advisors's portfolio in Q2 2021, its #54 holding.
Hoover Financial Advisors first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 9 quarters since.
Hoover Financial Advisors's SPDR Gold Trust position peaked at $2.17M in Q3 2020.
1,657 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.