PJB
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Paul John Balson’s SPDR Gold Trust GLD Stock Holding History

Paul John Balson’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 		$299K Hold
1,675
– – 0.06% 74
2020
Q3 		$297K Sell
1,675
-903
-35% -$162K 0.07% 65
2020
Q2 		$432K Buy
+2,578
New +$416K 0.16% 47

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

Paul John Balson's GLD Position: Q4 2020 in Review

Paul John Balson held its SPDR Gold Trust (GLD) position steady in Q4 2020 at 1,675 shares worth $299K. The position accounts for 0.06% of the portfolio, ranked #74.

Paul John Balson first reported a position in GLD in Q2 2020 and has held it in 3 quarters since. The position peaked at $432K in Q2 2020. 1,685 funds tracked by Wall St. Rank hold GLD as of Q4 2020.

  • Paul John Balson held 1,675 shares of SPDR Gold Trust worth $299K as of Q4 2020.
  • Paul John Balson left its SPDR Gold Trust share count unchanged in Q4 2020.
  • SPDR Gold Trust made up 0.06% of Paul John Balson's portfolio in Q4 2020, its #74 holding.
  • Paul John Balson first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 3 quarters since.
  • Paul John Balson's SPDR Gold Trust position peaked at $432K in Q2 2020.
  • 1,685 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.