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Resource Planning Group’s SPDR Gold Trust GLD Stock Holding History

Resource Planning 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
Q2 		– Sell
-1,701
Closed -$272K – 87
2021
Q1 		$272K Hold
1,701
– – 0.18% 58
2020
Q4 		$303K Hold
1,701
– – 0.22% 53
2020
Q3 		$301K Buy
1,701
+11
+0.7% +$1.98K 0.23% 52
2020
Q2 		$283K Hold
1,690
– – 0.21% 47
2020
Q1 		$250K Hold
1,690
– – 0.22% 42
2019
Q4 		$242K Sell
1,690
-27
-2% -$3.77K 0.14% 56
2019
Q3 		$238K Hold
1,717
– – 0.14% 55
2019
Q2 		$229K Buy
+1,717
New +$212K 0.13% 57

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
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Resource Planning Group's GLD Position: Q2 2021 in Review

Resource Planning Group sold out of SPDR Gold Trust (GLD) in Q2 2021, closing a stake of 1,701 shares — an estimated $272K sold.

Resource Planning Group first reported a position in GLD in Q2 2019 and held it in 8 quarters. The position peaked at $303K in Q4 2020. 1,657 funds tracked by Wall St. Rank hold GLD as of Q2 2021.

  • Resource Planning Group reported no remaining SPDR Gold Trust position as of Q2 2021 after selling out during the quarter.
  • Resource Planning Group sold 1,701 SPDR Gold Trust shares in Q2 2021, an estimated $272K.
  • Resource Planning Group first reported a position in SPDR Gold Trust in Q2 2019 and held it in 8 quarters.
  • Resource Planning Group's SPDR Gold Trust position peaked at $303K in Q4 2020.
  • 1,657 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2021.

Based on Resource Planning Group's 13F filing for Q2 2021, filed 13 Aug 2021.