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Milestone Advisory Partners’s SPDR Gold Trust GLD Stock Holding History

Milestone Advisory Partners’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
Q1 		– Sell
-9,791
Closed -$1.75M – 85
2020
Q4 		$1.75M Sell
9,791
-13,771
-58% -$2.42M 1% 27
2020
Q3 		$4.17M Buy
+23,562
New +$4.23M 2.6% 13

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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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MM
Marino Management Westport, Connecticut $547M AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Milestone Advisory Partners's GLD Position: Q1 2021 in Review

Milestone Advisory Partners sold out of SPDR Gold Trust (GLD) in Q1 2021, closing a stake of 9,791 shares — an estimated $1.75M sold.

Milestone Advisory Partners first reported a position in GLD in Q3 2020 and held it in 2 quarters. The position peaked at $4.17M in Q3 2020. 1,601 funds tracked by Wall St. Rank hold GLD as of Q1 2021.

  • Milestone Advisory Partners reported no remaining SPDR Gold Trust position as of Q1 2021 after selling out during the quarter.
  • Milestone Advisory Partners sold 9,791 SPDR Gold Trust shares in Q1 2021, an estimated $1.75M.
  • Milestone Advisory Partners first reported a position in SPDR Gold Trust in Q3 2020 and held it in 2 quarters.
  • Milestone Advisory Partners's SPDR Gold Trust position peaked at $4.17M in Q3 2020.
  • 1,601 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2021.

Based on Milestone Advisory Partners's 13F filing for Q1 2021, filed 28 Apr 2021.