Legacy Wealth Partners (California)’s SPDR Gold Trust GLD Stock Holding History

Legacy Wealth Partners (California)’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	$287K	Sell	1,733 -121	-7%	-$20.6K	0.16%	79
2021 Q1	$296K	Sell	1,854 -1,765	-49%	-$297K	0.17%	72
2020 Q4	$645K	Sell	3,619 -346	-9%	-$60.9K	0.41%	54
2020 Q3	$702K	Sell	3,965 -503	-11%	-$90.4K	0.5%	46
2020 Q2	$748K	Sell	4,468 -184	-4%	-$29.7K	0.57%	36
2020 Q1	$689K	Sell	4,652 -411	-8%	-$61.2K	0.64%	28
2019 Q4	$742K	Buy	+5,063	New	+$708K	0.54%	38

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

Legacy Wealth Partners (California)'s GLD Position: Q2 2021 in Review

Legacy Wealth Partners (California) reduced its SPDR Gold Trust (GLD) stake by 6.5% in Q2 2021, selling an estimated $20.6K and leaving 1,733 shares worth $287K. The position accounts for 0.16% of the portfolio, ranked #79.

Legacy Wealth Partners (California) first reported a position in GLD in Q4 2019 and has held it in 7 quarters since. The position peaked at $748K in Q2 2020. 1,657 funds tracked by Wall St. Rank hold GLD as of Q2 2021.

Legacy Wealth Partners (California) held 1,733 shares of SPDR Gold Trust worth $287K as of Q2 2021.
Legacy Wealth Partners (California) sold 121 SPDR Gold Trust shares in Q2 2021, an estimated $20.6K.
SPDR Gold Trust made up 0.16% of Legacy Wealth Partners (California)'s portfolio in Q2 2021, its #79 holding.
Legacy Wealth Partners (California) first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 7 quarters since.
Legacy Wealth Partners (California)'s SPDR Gold Trust position peaked at $748K in Q2 2020.
1,657 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2021.

Based on Legacy Wealth Partners (California)'s 13F filing for Q2 2021, filed 16 Aug 2021.