SPIA
GOLD

Steward Partners Investment Advisory’s Gold.com Inc GOLD Stock Holding History

Steward Partners Investment Advisory’s Portfolio GOLD Stock Details GOLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-800
Closed -$19K – 3152
2021
Q2 		$19K Buy
+800
New +$17.9K ﹤0.01% 5185

Other funds holding GOLD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Steward Partners Investment Advisory's GOLD Position: Q3 2021 in Review

Steward Partners Investment Advisory sold out of Gold.com Inc (GOLD) in Q3 2021, closing a stake of 800 shares — an estimated $19K sold.

Steward Partners Investment Advisory first reported a position in GOLD in Q2 2021 and held it in 1 quarter. The position peaked at $19K in Q2 2021. 95 funds tracked by Wall St. Rank hold GOLD as of Q3 2021.

  • Steward Partners Investment Advisory reported no remaining Gold.com Inc position as of Q3 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 800 Gold.com Inc shares in Q3 2021, an estimated $19K.
  • Steward Partners Investment Advisory first reported a position in Gold.com Inc in Q2 2021 and held it in 1 quarter.
  • Steward Partners Investment Advisory's Gold.com Inc position peaked at $19K in Q2 2021.
  • 95 funds tracked by Wall St. Rank held Gold.com Inc as of Q3 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q3 2021, filed 12 Nov 2021.