Shine Investment Advisory Services’s SPDR Gold Trust GLD Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$50K	Buy	281 +100	+55%	+$18K	0.02%	298
2020 Q2	$30K	Hold	181	–	–	0.01%	395
2020 Q1	$27K	Sell	181 -150	-45%	-$22.3K	0.01%	373
2019 Q4	$47K	Hold	331	–	–	0.02%	337
2019 Q3	$46K	Buy	331 +166	+101%	+$23.1K	0.02%	324
2019 Q2	$22K	Sell	165 -333	-67%	-$41.2K	0.01%	440
2019 Q1	$61K	Hold	498	–	–	0.03%	266
2018 Q4	$60K	Sell	498 -30	-6%	-$3.49K	0.03%	253
2018 Q3	$60K	Buy	528 +30	+6%	+$3.44K	0.03%	270
2018 Q2	$59K	Hold	498	–	–	0.03%	277
2018 Q1	$63K	Hold	498	–	–	0.03%	254
2017 Q4	$62K	Hold	498	–	–	0.03%	255
2017 Q3	$61K	Hold	498	–	–	0.03%	258
2017 Q2	$59K	Buy	+498	New	+$59.6K	0.03%	245

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Shine Investment Advisory Services's GLD Position: Q3 2020 in Review

Shine Investment Advisory Services increased its SPDR Gold Trust (GLD) stake by 55% in Q3 2020, buying an estimated $18K and bringing the position to 281 shares worth $50K. The position accounts for 0.02% of the portfolio, ranked #298.

Shine Investment Advisory Services first reported a position in GLD in Q2 2017 and has held it in 14 quarters since. The position peaked at $63K in Q1 2018. 1,552 funds tracked by Wall St. Rank hold GLD as of Q3 2020.

Shine Investment Advisory Services held 281 shares of SPDR Gold Trust worth $50K as of Q3 2020.
Shine Investment Advisory Services bought 100 SPDR Gold Trust shares in Q3 2020, an estimated $18K.
SPDR Gold Trust made up 0.02% of Shine Investment Advisory Services's portfolio in Q3 2020, its #298 holding.
Shine Investment Advisory Services first reported a position in SPDR Gold Trust in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's SPDR Gold Trust position peaked at $63K in Q1 2018.
1,552 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.