Squar Milner Financial Services’s SPDR Gold Trust GLD Stock Holding History

Squar Milner Financial 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	–	Sell	-5,100	Closed	-$854K	–	72
2020 Q2	$854K	Sell	5,100 -200	-4%	-$32.3K	0.49%	50
2020 Q1	$784K	Sell	5,300 -3	-0.1%	-$447	0.47%	35
2019 Q4	$757K	Buy	5,303 +100	+2%	+$14K	0.38%	49
2019 Q3	$922K	Sell	5,203 -97	-2%	-$13.5K	0.47%	55
2019 Q2	$706K	Buy	5,300 +3,100	+141%	+$383K	0.48%	38
2019 Q1	$268K	Hold	2,200	–	–	0.2%	120
2018 Q4	$267K	Hold	2,200	–	–	0.26%	101
2018 Q3	$248K	Hold	2,200	–	–	0.22%	121
2018 Q2	$261K	Hold	2,200	–	–	0.23%	117
2018 Q1	$277K	Hold	2,200	–	–	0.35%	106
2017 Q4	$280K	Buy	+2,200	New	+$267K	0.34%	104

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

Squar Milner Financial Services's GLD Position: Q3 2020 in Review

Squar Milner Financial Services sold out of SPDR Gold Trust (GLD) in Q3 2020, closing a stake of 5,100 shares — an estimated $854K sold.

Squar Milner Financial Services first reported a position in GLD in Q4 2017 and held it in 11 quarters. The position peaked at $922K in Q3 2019. 1,551 funds tracked by Wall St. Rank hold GLD as of Q3 2020.

Squar Milner Financial Services reported no remaining SPDR Gold Trust position as of Q3 2020 after selling out during the quarter.
Squar Milner Financial Services sold 5,100 SPDR Gold Trust shares in Q3 2020, an estimated $854K.
Squar Milner Financial Services first reported a position in SPDR Gold Trust in Q4 2017 and held it in 11 quarters.
Squar Milner Financial Services's SPDR Gold Trust position peaked at $922K in Q3 2019.
1,551 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2020.

Based on Squar Milner Financial Services's 13F filing for Q3 2020.