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Pacific Financial Group’s SPDR Gold Trust GLD Stock Holding History

Pacific 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
2020
Q4 		– Sell
-446
Closed -$79K – 79
2020
Q3 		$79K Buy
+446
New +$80.2K 0.06% 64
2015
Q1 		– Sell
-190
Closed -$22K – 102
2014
Q4 		$22K Buy
+190
New +$21.9K 0.01% 105

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

Pacific Financial Group's GLD Position: Q4 2020 in Review

Pacific Financial Group sold out of SPDR Gold Trust (GLD) in Q4 2020, closing a stake of 446 shares — an estimated $79K sold.

Pacific Financial Group first reported a position in GLD in Q4 2014 and held it in 2 quarters. The position peaked at $79K in Q3 2020. 1,685 funds tracked by Wall St. Rank hold GLD as of Q4 2020.

  • Pacific Financial Group reported no remaining SPDR Gold Trust position as of Q4 2020 after selling out during the quarter.
  • Pacific Financial Group sold 446 SPDR Gold Trust shares in Q4 2020, an estimated $79K.
  • Pacific Financial Group first reported a position in SPDR Gold Trust in Q4 2014 and held it in 2 quarters.
  • Pacific Financial Group's SPDR Gold Trust position peaked at $79K in Q3 2020.
  • 1,685 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2020.

Based on Pacific Financial Group's 13F filing for Q4 2020, filed 12 Jan 2021.