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Resource Management’s SPDR Gold Trust GLD Stock Holding History

Resource Management’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 		$334K Buy
1,954
+404
+26% +$67.8K 0.03% 141
2021
Q3 		$255K Sell
1,550
-100
-6% -$16.7K 0.03% 156
2021
Q2 		$273K Buy
1,650
+293
+22% +$49.8K 0.03% 158
2021
Q1 		$217K Sell
1,357
-87
-6% -$14.6K 0.03% 171
2020
Q4 		$258K Sell
1,444
-156
-10% -$27.5K 0.04% 144
2020
Q3 		$283K Sell
1,600
-32
-2% -$5.75K 0.05% 122
2020
Q2 		$273K Buy
+1,632
New +$263K 0.05% 118

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 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 $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Resource Management's GLD Position: Q4 2021 in Review

Resource Management increased its SPDR Gold Trust (GLD) stake by 26% in Q4 2021, buying an estimated $67.8K and bringing the position to 1,954 shares worth $334K. The position accounts for 0.03% of the portfolio, ranked #141.

Resource Management first reported a position in GLD in Q2 2020 and has held it in 7 quarters since. 1,776 funds tracked by Wall St. Rank hold GLD as of Q4 2021.

  • Resource Management held 1,954 shares of SPDR Gold Trust worth $334K as of Q4 2021.
  • Resource Management bought 404 SPDR Gold Trust shares in Q4 2021, an estimated $67.8K.
  • SPDR Gold Trust made up 0.03% of Resource Management's portfolio in Q4 2021, its #141 holding.
  • Resource Management first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 7 quarters since.
  • 1,776 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.