MWM
GLD icon

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

Mattern 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
2020
Q4 		– Sell
-1,143
Closed -$202K – 155
2020
Q3 		$202K Buy
+1,143
New +$205K 0.09% 139

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Mattern Wealth Management's GLD Position: Q4 2020 in Review

Mattern Wealth Management sold out of SPDR Gold Trust (GLD) in Q4 2020, closing a stake of 1,143 shares — an estimated $202K sold.

Mattern Wealth Management first reported a position in GLD in Q3 2020 and held it in 1 quarter. The position peaked at $202K in Q3 2020. 1,685 funds tracked by Wall St. Rank hold GLD as of Q4 2020.

  • Mattern Wealth Management reported no remaining SPDR Gold Trust position as of Q4 2020 after selling out during the quarter.
  • Mattern Wealth Management sold 1,143 SPDR Gold Trust shares in Q4 2020, an estimated $202K.
  • Mattern Wealth Management first reported a position in SPDR Gold Trust in Q3 2020 and held it in 1 quarter.
  • Mattern Wealth Management's SPDR Gold Trust position peaked at $202K in Q3 2020.
  • 1,685 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2020.

Based on Mattern Wealth Management's 13F filing for Q4 2020, filed 12 Feb 2021.