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Precision Wealth Strategies’s SPDR Gold Trust GLD Stock Holding History

Precision Wealth Strategies’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 		– Sell
-14,545
Closed -$2.59M – 90
2020
Q4 		$2.59M Buy
+14,545
New +$2.56M 2.81% 6

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MM
Marino Management Westport, Connecticut $480M AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Precision Wealth Strategies's GLD Position: Q1 2021 in Review

Precision Wealth Strategies sold out of SPDR Gold Trust (GLD) in Q1 2021, closing a stake of 14,545 shares — an estimated $2.59M sold.

Precision Wealth Strategies first reported a position in GLD in Q4 2020 and held it in 1 quarter. The position peaked at $2.59M in Q4 2020. 1,602 funds tracked by Wall St. Rank hold GLD as of Q1 2021.

  • Precision Wealth Strategies reported no remaining SPDR Gold Trust position as of Q1 2021 after selling out during the quarter.
  • Precision Wealth Strategies sold 14,545 SPDR Gold Trust shares in Q1 2021, an estimated $2.59M.
  • Precision Wealth Strategies first reported a position in SPDR Gold Trust in Q4 2020 and held it in 1 quarter.
  • Precision Wealth Strategies's SPDR Gold Trust position peaked at $2.59M in Q4 2020.
  • 1,602 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2021.

Based on Precision Wealth Strategies's 13F filing for Q1 2021, filed 26 Apr 2021.