LifePlan Financial Group’s SPDR Gold Trust GLD Stock Holding History

LifePlan Financial 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
2020 Q3	$395K	Buy	2,230 +794	+55%	+$143K	0.17%	89
2020 Q2	$240K	Buy	1,436 +723	+101%	+$117K	0.11%	110
2020 Q1	$106K	Buy	713 +31	+5%	+$4.62K	0.06%	159
2019 Q4	$97K	Sell	682 -130	-16%	-$18.2K	0.04%	190
2019 Q3	$113K	Buy	812 +130	+19%	+$18.1K	0.05%	168
2019 Q2	$91K	Sell	682 -46	-6%	-$5.68K	0.04%	193
2019 Q1	$89K	Sell	728 -777	-52%	-$95.7K	0.05%	192
2018 Q4	$182K	Buy	1,505 +184	+14%	+$21.4K	0.11%	128
2018 Q3	$149K	Sell	1,321 -50	-4%	-$5.74K	0.08%	151
2018 Q2	$163K	Hold	1,371	–	–	0.09%	136
2018 Q1	$172K	Buy	+1,371	New	+$173K	0.1%	121
2017 Q2	–	Sell	-1,918	Closed	-$228K	–	109
2017 Q1	$228K	Sell	1,918 -4,991	-72%	-$580K	0.16%	103
2016 Q4	$757K	Sell	6,909 -4,626	-40%	-$537K	0.53%	57
2016 Q3	$1.45M	Buy	+11,535	New	+$1.47M	0.99%	36
2014 Q2	–	Sell	-640	Closed	-$79K	–	117
2014 Q1	$79K	Buy	640 +225	+54%	+$28K	0.06%	94
2013 Q4	$48K	Hold	415	–	–	0.03%	109
2013 Q3	$53K	Hold	415	–	–	0.04%	106
2013 Q2	$49K	Buy	+415	New	+$56.8K	0.05%	76

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

LifePlan Financial Group's GLD Position: Q3 2020 in Review

LifePlan Financial Group increased its SPDR Gold Trust (GLD) stake by 55% in Q3 2020, buying an estimated $143K and bringing the position to 2,230 shares worth $395K. The position accounts for 0.17% of the portfolio, ranked #89.

LifePlan Financial Group first reported a position in GLD in Q2 2013 and has held it in 18 quarters since. The position peaked at $1.45M in Q3 2016. 1,551 funds tracked by Wall St. Rank hold GLD as of Q3 2020.

LifePlan Financial Group held 2,230 shares of SPDR Gold Trust worth $395K as of Q3 2020.
LifePlan Financial Group bought 794 SPDR Gold Trust shares in Q3 2020, an estimated $143K.
SPDR Gold Trust made up 0.17% of LifePlan Financial Group's portfolio in Q3 2020, its #89 holding.
LifePlan Financial Group first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 18 quarters since.
LifePlan Financial Group's SPDR Gold Trust position peaked at $1.45M in Q3 2016.
1,551 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.