MAFM
GLD icon

Mid Atlantic Financial Management’s SPDR Gold Trust GLD Stock Holding History

Mid Atlantic Financial 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
2021
Q3 		$1K Hold
100
– – ﹤0.01% 909
2021
Q2 		$1K Buy
+100
New +$17K ﹤0.01% 923
2020
Q1 		– Sell
-100
Closed -$1K – 717
2019
Q4 		$1K Buy
+100
New +$14K ﹤0.01% 730

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Mid Atlantic Financial Management's GLD Position: Q3 2021 in Review

Mid Atlantic Financial Management reduced its SPDR Gold Trust (GLD) stake by 7.9% in Q3 2021, selling an estimated $356K and leaving 24,788 shares worth $4.07M. The position accounts for 0.27% of the portfolio, ranked #79.

Mid Atlantic Financial Management first reported a position in GLD in Q4 2018 and has held it in 12 quarters since. The position peaked at $6.72M in Q2 2020. 1,613 funds tracked by Wall St. Rank hold GLD as of Q3 2021.

  • Mid Atlantic Financial Management held 24,788 shares of SPDR Gold Trust worth $4.07M as of Q3 2021.
  • Mid Atlantic Financial Management sold 2,125 SPDR Gold Trust shares in Q3 2021, an estimated $356K.
  • SPDR Gold Trust made up 0.27% of Mid Atlantic Financial Management's portfolio in Q3 2021, its #79 holding.
  • Mid Atlantic Financial Management first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 12 quarters since.
  • Mid Atlantic Financial Management's SPDR Gold Trust position peaked at $6.72M in Q2 2020.
  • 1,613 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2021.

Based on Mid Atlantic Financial Management's 13F filing for Q3 2021, filed 12 Nov 2021.