Sunflower Bank Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Sunflower Bank Wealth Management’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	$656K	Sell	3,705 -425	-10%	-$76.4K	0.22%	58
2020 Q2	$691K	Sell	4,130 -75	-2%	-$12.1K	0.23%	57
2020 Q1	$623K	Sell	4,205 -300	-7%	-$44.7K	0.24%	59
2019 Q4	$644K	Sell	4,505 -445	-9%	-$62.2K	0.2%	75
2019 Q3	$687K	Sell	4,950 -50	-1%	-$6.95K	0.22%	72
2019 Q2	$666K	Sell	5,000 -30	-0.6%	-$3.71K	0.21%	73
2019 Q1	$614K	Sell	5,030 -65	-1%	-$8.01K	0.18%	79
2018 Q4	$618K	Hold	5,095	–	–	0.2%	73
2018 Q3	$575K	Sell	5,095 -200	-4%	-$22.9K	0.16%	88
2018 Q2	$628K	Hold	5,295	–	–	0.18%	81
2018 Q1	$666K	Sell	5,295 -50	-0.9%	-$6.31K	0.18%	80
2017 Q4	$661K	Buy	+5,345	New	+$648K	0.18%	77

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

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

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

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

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

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

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

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Sunflower Bank Wealth Management's GLD Position: Q3 2020 in Review

Sunflower Bank Wealth Management reduced its SPDR Gold Trust (GLD) stake by 10% in Q3 2020, selling an estimated $76.4K and leaving 3,705 shares worth $656K. The position accounts for 0.22% of the portfolio, ranked #58.

Sunflower Bank Wealth Management first reported a position in GLD in Q4 2017 and has held it in 12 quarters since. The position peaked at $691K in Q2 2020. 1,552 funds tracked by Wall St. Rank hold GLD as of Q3 2020.

Sunflower Bank Wealth Management held 3,705 shares of SPDR Gold Trust worth $656K as of Q3 2020.
Sunflower Bank Wealth Management sold 425 SPDR Gold Trust shares in Q3 2020, an estimated $76.4K.
SPDR Gold Trust made up 0.22% of Sunflower Bank Wealth Management's portfolio in Q3 2020, its #58 holding.
Sunflower Bank Wealth Management first reported a position in SPDR Gold Trust in Q4 2017 and has held it in 12 quarters since.
Sunflower Bank Wealth Management's SPDR Gold Trust position peaked at $691K in Q2 2020.
1,552 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.