Stratford Consulting’s SPDR Gold Trust GLD Stock Holding History

Stratford Consulting’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 Q1	$372K	Buy	2,511 +258	+11%	+$38.4K	0.17%	42
2019 Q4	$322K	Sell	2,253 -350	-13%	-$48.9K	0.11%	45
2019 Q3	$361K	Buy	2,603 +350	+16%	+$48.7K	0.12%	41
2019 Q2	$300K	Buy	2,253 +375	+20%	+$46.3K	0.11%	44
2019 Q1	$229K	Hold	1,878	–	–	0.08%	49
2018 Q4	$228K	Buy	+1,878	New	+$218K	0.09%	50
2016 Q3	–	Sell	-1,801	Closed	-$228K	–	56
2016 Q2	$228K	Buy	+1,801	New	+$217K	0.1%	47
2014 Q3	–	Sell	-1,965	Closed	-$252K	–	55
2014 Q2	$252K	Hold	1,965	–	–	0.13%	49
2014 Q1	$243K	Buy	1,965 +156	+9%	+$19.4K	0.13%	47
2013 Q4	$210K	Sell	1,809 -776	-30%	-$95.3K	0.12%	49
2013 Q3	$331K	Hold	2,585	–	–	0.2%	38
2013 Q2	$308K	Buy	+2,585	New	+$354K	0.19%	41

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $24.4B AUM 40.93% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Stratford Consulting's GLD Position: Q1 2020 in Review

Stratford Consulting increased its SPDR Gold Trust (GLD) stake by 11% in Q1 2020, buying an estimated $38.4K and bringing the position to 2,511 shares worth $372K. The position accounts for 0.17% of the portfolio, ranked #42.

Stratford Consulting first reported a position in GLD in Q2 2013 and has held it in 12 quarters since. 1,345 funds tracked by Wall St. Rank hold GLD as of Q1 2020.

Stratford Consulting held 2,511 shares of SPDR Gold Trust worth $372K as of Q1 2020.
Stratford Consulting bought 258 SPDR Gold Trust shares in Q1 2020, an estimated $38.4K.
SPDR Gold Trust made up 0.17% of Stratford Consulting's portfolio in Q1 2020, its #42 holding.
Stratford Consulting first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 12 quarters since.
1,345 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.