Pinnacle Advisory Group’s SPDR Gold Trust GLD Stock Holding History

Pinnacle Advisory 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 Q1	$210K	Buy	+1,314	New	+$221K	0.01%	237
2018 Q2	–	Sell	-1,695	Closed	-$213K	–	160
2018 Q1	$213K	Buy	1,695 +75	+5%	+$9.46K	0.01%	178
2017 Q4	$200K	Buy	+1,620	New	+$196K	0.01%	194
2015 Q4	–	Sell	-2,102	Closed	-$224K	–	117
2015 Q3	$224K	Buy	2,102 +265	+14%	+$28.6K	0.02%	96
2015 Q2	$206K	Sell	1,837 -12,455	-87%	-$1.43M	0.02%	98
2015 Q1	$1.62M	Hold	14,292	–	–	0.15%	40
2014 Q4	$1.62M	Hold	14,292	–	–	0.15%	44
2014 Q3	$1.66M	Buy	+14,292	New	+$1.76M	0.21%	29
2014 Q1	–	Sell	-15,282	Closed	-$1.77M	–	110
2013 Q4	$1.77M	Sell	15,282 -1,043	-6%	-$128K	0.21%	26
2013 Q3	$2.09M	Hold	16,325	–	–	0.24%	31
2013 Q2	$1.94M	Buy	+16,325	New	+$2.24M	0.26%	26

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Marino Management Westport, Connecticut $480M AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pinnacle Advisory Group's GLD Position: Q1 2021 in Review

Pinnacle Advisory Group opened a new position in SPDR Gold Trust (GLD) in Q1 2021: 1,314 shares worth $210K. The stake represents 0.01% of the portfolio and ranks #237 among its holdings. This is a return to the name: Pinnacle Advisory Group previously reported a position in GLD as recently as Q1 2018.

Pinnacle Advisory Group first reported a position in GLD in Q2 2013 and has held it in 11 quarters since. The position peaked at $2.09M in Q3 2013. 1,601 funds tracked by Wall St. Rank hold GLD as of Q1 2021.

Pinnacle Advisory Group held 1,314 shares of SPDR Gold Trust worth $210K as of Q1 2021.
SPDR Gold Trust was a new Pinnacle Advisory Group position in Q1 2021.
SPDR Gold Trust made up 0.01% of Pinnacle Advisory Group's portfolio in Q1 2021, its #237 holding.
Pinnacle Advisory Group first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 11 quarters since.
Pinnacle Advisory Group's SPDR Gold Trust position peaked at $2.09M in Q3 2013.
1,601 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2021.

Based on Pinnacle Advisory Group's 13F filing for Q1 2021, filed 12 May 2021.