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Reilly Financial Advisors’s SPDR Gold Trust GLD Stock Holding History

Reilly Financial 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
Q3 		– Sell
-10
Closed -$2K – 965
2021
Q2 		$2K Hold
10
– – ﹤0.01% 904
2021
Q1 		$2K Hold
10
– – ﹤0.01% 918
2020
Q4 		$2K Sell
10
-273
-96% -$48.1K ﹤0.01% 798
2020
Q3 		$50K Buy
+283
New +$50.9K 0.01% 302
2019
Q4 		– Sell
-275
Closed -$38K – 893
2019
Q3 		$38K Buy
+275
New +$38.2K ﹤0.01% 384
2019
Q1 		– Sell
-134
Closed -$16K – 974
2018
Q4 		$16K Sell
134
-41
-23% -$4.76K ﹤0.01% 545
2018
Q3 		$20K Sell
175
-115
-40% -$13.2K ﹤0.01% 555
2018
Q2 		$34K Hold
290
– – ﹤0.01% 380
2018
Q1 		$36K Buy
290
+115
+66% +$14.5K 0.01% 354
2017
Q4 		$22K Hold
175
– – ﹤0.01% 490
2017
Q3 		$21K Hold
175
– – ﹤0.01% 482
2017
Q2 		$21K Sell
175
-500
-74% -$59.8K ﹤0.01% 490
2017
Q1 		$80K Buy
675
+500
+286% +$58.1K 0.01% 232
2016
Q4 		$19K Hold
175
– – ﹤0.01% 456
2016
Q3 		$22K Sell
175
-54
-24% -$6.88K ﹤0.01% 396
2016
Q2 		$29K Buy
229
+94
+70% +$11.3K 0.01% 327
2016
Q1 		$16K Hold
135
– – ﹤0.01% 645
2015
Q4 		$14K Sell
135
-130
-49% -$13.7K ﹤0.01% 688
2015
Q3 		$28K Sell
265
-5
-2% -$539 0.01% 514
2015
Q2 		$30K Buy
270
+220
+440% +$25.2K 0.01% 556
2015
Q1 		$6K Hold
50
– – ﹤0.01% 973
2014
Q4 		$6K Sell
50
-380
-88% -$43.9K ﹤0.01% 594
2014
Q3 		$50K Buy
430
+50
+13% +$6.17K 0.01% 255
2014
Q2 		$49K Buy
+380
New +$47.2K 0.01% 271
2013
Q4 		– Sell
-434
Closed -$55K – 846
2013
Q3 		$55K Sell
434
-690
-61% -$88.6K 0.02% 203
2013
Q2 		$135K Buy
+1,124
New +$154K 0.04% 120

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
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
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Reilly Financial Advisors's GLD Position: Q3 2021 in Review

Reilly Financial Advisors sold out of SPDR Gold Trust (GLD) in Q3 2021, closing a stake of 10 shares — an estimated $2K sold.

Reilly Financial Advisors first reported a position in GLD in Q2 2013 and held it in 26 quarters. The position peaked at $135K in Q2 2013. 1,614 funds tracked by Wall St. Rank hold GLD as of Q3 2021.

  • Reilly Financial Advisors reported no remaining SPDR Gold Trust position as of Q3 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 10 SPDR Gold Trust shares in Q3 2021, an estimated $2K.
  • Reilly Financial Advisors first reported a position in SPDR Gold Trust in Q2 2013 and held it in 26 quarters.
  • Reilly Financial Advisors's SPDR Gold Trust position peaked at $135K in Q2 2013.
  • 1,614 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2021.

Based on Reilly Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.