Strategic Wealth Management Group’s SPDR Gold Trust GLD Stock Holding History

Strategic Wealth Management 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
2021 Q2	$735K	Sell	4,435 -13	-0.3%	-$2.21K	0.27%	51
2021 Q1	$712K	Buy	4,448 +306	+7%	+$51.4K	0.27%	47
2020 Q4	$739K	Buy	4,142 +13	+0.3%	+$2.29K	0.32%	42
2020 Q3	$731K	Buy	+4,129	New	+$742K	0.36%	40
2020 Q1	–	Sell	-1,739	Closed	-$249K	–	96
2019 Q4	$249K	Buy	+1,739	New	+$243K	0.16%	75

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

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

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

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

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

Strategic Wealth Management Group's GLD Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its SPDR Gold Trust (GLD) stake by 0.29% in Q2 2021, selling an estimated $2.21K and leaving 4,435 shares worth $735K. The position accounts for 0.27% of the portfolio, ranked #51.

Strategic Wealth Management Group first reported a position in GLD in Q4 2019 and has held it in 5 quarters since. The position peaked at $739K in Q4 2020. 1,657 funds tracked by Wall St. Rank hold GLD as of Q2 2021.

Strategic Wealth Management Group held 4,435 shares of SPDR Gold Trust worth $735K as of Q2 2021.
Strategic Wealth Management Group sold 13 SPDR Gold Trust shares in Q2 2021, an estimated $2.21K.
SPDR Gold Trust made up 0.27% of Strategic Wealth Management Group's portfolio in Q2 2021, its #51 holding.
Strategic Wealth Management Group first reported a position in SPDR Gold Trust in Q4 2019 and has held it in 5 quarters since.
Strategic Wealth Management Group's SPDR Gold Trust position peaked at $739K in Q4 2020.
1,657 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.