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Regent Peak Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Regent Peak 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
-5,263
Closed -$864K – 170
2021
Q3 		$864K Buy
5,263
+403
+8% +$67.5K 0.25% 62
2021
Q2 		$825K Buy
4,860
+84
+2% +$14.3K 0.23% 68
2021
Q1 		$763K Buy
4,776
+4,353
+1,029% +$732K 0.25% 70
2020
Q4 		$75K Buy
+423
New +$74.5K 0.03% 250

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

Regent Peak Wealth Advisors's GLD Position: Q4 2021 in Review

Regent Peak Wealth Advisors sold out of SPDR Gold Trust (GLD) in Q4 2021, closing a stake of 5,263 shares — an estimated $864K sold.

Regent Peak Wealth Advisors first reported a position in GLD in Q4 2020 and held it in 4 quarters. The position peaked at $864K in Q3 2021. 1,776 funds tracked by Wall St. Rank hold GLD as of Q4 2021.

  • Regent Peak Wealth Advisors reported no remaining SPDR Gold Trust position as of Q4 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 5,263 SPDR Gold Trust shares in Q4 2021, an estimated $864K.
  • Regent Peak Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2020 and held it in 4 quarters.
  • Regent Peak Wealth Advisors's SPDR Gold Trust position peaked at $864K in Q3 2021.
  • 1,776 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2021.

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