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

Lighthouse 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
2020
Q1 		– Sell
-170
Closed -$24K – 141
2019
Q4 		$24K Buy
+170
New +$23.8K 0.01% 156

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lighthouse Financial Advisors's GLD Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of SPDR Gold Trust (GLD) in Q1 2020, closing a stake of 170 shares — an estimated $24K sold.

Lighthouse Financial Advisors first reported a position in GLD in Q4 2019 and held it in 1 quarter. The position peaked at $24K in Q4 2019. 1,345 funds tracked by Wall St. Rank hold GLD as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining SPDR Gold Trust position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 170 SPDR Gold Trust shares in Q1 2020, an estimated $24K.
  • Lighthouse Financial Advisors first reported a position in SPDR Gold Trust in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's SPDR Gold Trust position peaked at $24K in Q4 2019.
  • 1,345 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.