MFG
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Monumental Financial Group’s SPDR Gold Trust GLD Stock Holding History

Monumental Financial Group’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 		– Sell
-150
Closed -$25K – 50
2021
Q2 		$25K Buy
+150
New +$25.5K 0.02% 58

Other funds holding GLD

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Monumental Financial Group's GLD Position: Q3 2021 in Review

Monumental Financial Group sold out of SPDR Gold Trust (GLD) in Q3 2021, closing a stake of 150 shares — an estimated $25K sold.

Monumental Financial Group first reported a position in GLD in Q2 2021 and held it in 1 quarter. The position peaked at $25K in Q2 2021. 1,614 funds tracked by Wall St. Rank hold GLD as of Q3 2021.

  • Monumental Financial Group reported no remaining SPDR Gold Trust position as of Q3 2021 after selling out during the quarter.
  • Monumental Financial Group sold 150 SPDR Gold Trust shares in Q3 2021, an estimated $25K.
  • Monumental Financial Group first reported a position in SPDR Gold Trust in Q2 2021 and held it in 1 quarter.
  • Monumental Financial Group's SPDR Gold Trust position peaked at $25K in Q2 2021.
  • 1,614 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2021.

Based on Monumental Financial Group's 13F filing for Q3 2021, filed 18 Oct 2021.