Stonebridge Financial Planning Group’s SPDR Gold Trust GLD Stock Holding History

Stonebridge Financial 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
2022 Q1	–	Sell	-400	Closed	-$67K	–	213
2021 Q4	$67K	Hold	400	–	–	0.04%	190
2021 Q3	$66K	Hold	400	–	–	0.03%	195
2021 Q2	$68K	Hold	400	–	–	0.04%	185
2021 Q1	$65K	Sell	400 -20	-5%	-$3.36K	0.04%	186
2020 Q4	$75K	Hold	420	–	–	0.05%	171
2020 Q3	$75K	Sell	420 -56	-12%	-$10.1K	0.05%	152
2020 Q2	$79K	Hold	476	–	–	0.07%	149
2020 Q1	$74K	Hold	476	–	–	0.07%	143
2019 Q4	$68K	Buy	+476	New	+$66.5K	0.06%	155

Other funds holding GLD

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

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

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

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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Stonebridge Financial Planning Group's GLD Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of SPDR Gold Trust (GLD) in Q1 2022, closing a stake of 400 shares — an estimated $67K sold.

Stonebridge Financial Planning Group first reported a position in GLD in Q4 2019 and held it in 9 quarters. The position peaked at $79K in Q2 2020. 1,881 funds tracked by Wall St. Rank hold GLD as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining SPDR Gold Trust position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 400 SPDR Gold Trust shares in Q1 2022, an estimated $67K.
Stonebridge Financial Planning Group first reported a position in SPDR Gold Trust in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's SPDR Gold Trust position peaked at $79K in Q2 2020.
1,881 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.