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Phoenix Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Phoenix Wealth Advisors’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
Q4 		– Sell
-370
Closed -$61K – 212
2021
Q3 		$61K Hold
370
– – 0.05% 180
2021
Q2 		$62K Hold
370
– – 0.04% 176
2021
Q1 		$60K Hold
370
– – 0.05% 177
2020
Q4 		$66K Buy
+370
New +$65.2K 0.05% 174

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Phoenix Wealth Advisors's GLD Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of SPDR Gold Trust (GLD) in Q4 2021, closing a stake of 370 shares — an estimated $61K sold.

Phoenix Wealth Advisors first reported a position in GLD in Q4 2020 and held it in 4 quarters. The position peaked at $66K in Q4 2020. 1,776 funds tracked by Wall St. Rank hold GLD as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining SPDR Gold Trust position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 370 SPDR Gold Trust shares in Q4 2021, an estimated $61K.
  • Phoenix Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2020 and held it in 4 quarters.
  • Phoenix Wealth Advisors's SPDR Gold Trust position peaked at $66K in Q4 2020.
  • 1,776 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.