Mascoma Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Mascoma Wealth Management’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
2025 Q1	–	Sell	-61	Closed	-$14.8K	–	515
2024 Q4	$14.8K	Hold	61	–	–	﹤0.01%	307
2024 Q3	$14.8K	Hold	61	–	–	﹤0.01%	288
2024 Q2	$13.1K	Buy	+61	New	+$13.2K	﹤0.01%	307
2023 Q2	–	Sell	-250	Closed	-$46.2K	–	528
2023 Q1	$46.2K	Hold	250	–	–	0.01%	245
2022 Q4	$42.4K	Hold	250	–	–	0.01%	252
2022 Q3	$39K	Hold	250	–	–	0.01%	262
2022 Q2	$42K	Hold	250	–	–	0.01%	264
2022 Q1	$45K	Hold	250	–	–	0.01%	274
2021 Q4	$43K	Hold	250	–	–	0.01%	241
2021 Q3	$41K	Buy	+250	New	+$41.9K	0.02%	224
2021 Q2	–	Sell	-250	Closed	-$40K	–	242
2021 Q1	$40K	Buy	+250	New	+$42K	0.02%	233
2019 Q3	–	Sell	-250	Closed	-$33K	–	186
2019 Q2	$33K	Hold	250	–	–	0.02%	186
2019 Q1	$31K	Hold	250	–	–	0.02%	184
2018 Q4	$30K	Hold	250	–	–	0.02%	174
2018 Q3	$28K	Hold	250	–	–	0.02%	207
2018 Q2	$30K	Hold	250	–	–	0.02%	188
2018 Q1	$31K	Sell	250 -210	-46%	-$26.5K	0.02%	182
2017 Q4	$58K	Sell	460 -940	-67%	-$114K	0.04%	138
2017 Q3	$170K	Buy	1,400 +345	+33%	+$42K	0.11%	82
2017 Q2	$125K	Hold	1,055	–	–	0.08%	100
2017 Q1	$125K	Hold	1,055	–	–	0.09%	88
2016 Q4	$116K	Buy	+1,055	New	+$122K	0.09%	93

Other funds holding GLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mascoma Wealth Management's GLD Position: Q1 2025 in Review

Mascoma Wealth Management sold out of SPDR Gold Trust (GLD) in Q1 2025, closing a stake of 61 shares — an estimated $14.8K sold.

Mascoma Wealth Management first reported a position in GLD in Q4 2016 and held it in 22 quarters. The position peaked at $170K in Q3 2017. 2,581 funds tracked by Wall St. Rank hold GLD as of Q1 2025.

Mascoma Wealth Management reported no remaining SPDR Gold Trust position as of Q1 2025 after selling out during the quarter.
Mascoma Wealth Management sold 61 SPDR Gold Trust shares in Q1 2025, an estimated $14.8K.
Mascoma Wealth Management first reported a position in SPDR Gold Trust in Q4 2016 and held it in 22 quarters.
Mascoma Wealth Management's SPDR Gold Trust position peaked at $170K in Q3 2017.
2,581 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2025.

Based on Mascoma Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.