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Santori & Peters Inc’s SPDR Gold Trust GLD Stock Holding History

Santori & Peters Inc’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
-2,551
Closed -$422K – 59
2021
Q2 		$422K Buy
+2,551
New +$433K 0.24% 37
2020
Q4 		– Sell
-6,527
Closed -$1.16M – 84
2020
Q3 		$1.16M Buy
+6,527
New +$1.17M 0.77% 15

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

Santori & Peters Inc's GLD Position: Q3 2021 in Review

Santori & Peters Inc sold out of SPDR Gold Trust (GLD) in Q3 2021, closing a stake of 2,551 shares — an estimated $422K sold.

Santori & Peters Inc first reported a position in GLD in Q3 2020 and held it in 2 quarters. The position peaked at $1.16M in Q3 2020. 1,613 funds tracked by Wall St. Rank hold GLD as of Q3 2021.

  • Santori & Peters Inc reported no remaining SPDR Gold Trust position as of Q3 2021 after selling out during the quarter.
  • Santori & Peters Inc sold 2,551 SPDR Gold Trust shares in Q3 2021, an estimated $422K.
  • Santori & Peters Inc first reported a position in SPDR Gold Trust in Q3 2020 and held it in 2 quarters.
  • Santori & Peters Inc's SPDR Gold Trust position peaked at $1.16M in Q3 2020.
  • 1,613 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2021.

Based on Santori & Peters Inc's 13F filing for Q3 2021, filed 22 Oct 2021.