Integer Wealth Advisors Group’s SPDR Gold Trust GLD Stock Holding History

Integer Wealth Advisors Group’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	$537K	Sell	3,288 -322	-9%	-$54.1K	0.29%	49
2020 Q4	$649K	Buy	+3,610	New	+$636K	0.43%	42

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 $480M 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

Integer Wealth Advisors Group's GLD Position: Q1 2021 in Review

Integer Wealth Advisors Group reduced its SPDR Gold Trust (GLD) stake by 8.9% in Q1 2021, selling an estimated $54.1K and leaving 3,288 shares worth $537K. The position accounts for 0.29% of the portfolio, ranked #49.

Integer Wealth Advisors Group first reported a position in GLD in Q4 2020 and has held it in 2 quarters since. The position peaked at $649K in Q4 2020. 1,602 funds tracked by Wall St. Rank hold GLD as of Q1 2021.

Integer Wealth Advisors Group held 3,288 shares of SPDR Gold Trust worth $537K as of Q1 2021.
Integer Wealth Advisors Group sold 322 SPDR Gold Trust shares in Q1 2021, an estimated $54.1K.
SPDR Gold Trust made up 0.29% of Integer Wealth Advisors Group's portfolio in Q1 2021, its #49 holding.
Integer Wealth Advisors Group first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 2 quarters since.
Integer Wealth Advisors Group's SPDR Gold Trust position peaked at $649K in Q4 2020.
1,602 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2021.

Based on Integer Wealth Advisors Group's 13F filing for Q1 2021, filed 12 Apr 2021.