NFP
GLD icon

Novak Financial Planning’s SPDR Gold Trust GLD Stock Holding History

Novak Financial Planning’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
Q2 		$8.21M Sell
49,537
-2,298
-4% -$390K 4.02% 3
2021
Q1 		$8.29M Sell
51,835
-2,645
-5% -$445K 4.55% 1
2020
Q4 		$9.72M Buy
+54,480
New +$9.59M 5.72% 1

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
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Novak Financial Planning's GLD Position: Q2 2021 in Review

Novak Financial Planning reduced its SPDR Gold Trust (GLD) stake by 4.4% in Q2 2021, selling an estimated $390K and leaving 49,537 shares worth $8.21M. The position accounts for 4.02% of the portfolio, ranked #3.

Novak Financial Planning first reported a position in GLD in Q4 2020 and has held it in 3 quarters since. The position peaked at $9.72M in Q4 2020. 1,657 funds tracked by Wall St. Rank hold GLD as of Q2 2021.

  • Novak Financial Planning held 49,537 shares of SPDR Gold Trust worth $8.21M as of Q2 2021.
  • Novak Financial Planning sold 2,298 SPDR Gold Trust shares in Q2 2021, an estimated $390K.
  • SPDR Gold Trust made up 4.02% of Novak Financial Planning's portfolio in Q2 2021, its #3 holding.
  • Novak Financial Planning first reported a position in SPDR Gold Trust in Q4 2020 and has held it in 3 quarters since.
  • Novak Financial Planning's SPDR Gold Trust position peaked at $9.72M in Q4 2020.
  • 1,657 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.