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SVA Wealth Management’s SPDR Gold Trust GLD Stock Holding History

SVA 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
Q4 		– Sell
-1,449
Closed -$257K – 230
2020
Q3 		$257K Sell
1,449
-353
-20% -$63.4K 0.03% 183
2020
Q2 		$302K Buy
1,802
+350
+24% +$56.5K 0.03% 171
2020
Q1 		$215K Hold
1,452
– – 0.02% 179
2019
Q4 		$207K Buy
+1,452
New +$203K 0.02% 198
2015
Q4 		– Sell
-5,812
Closed -$621K – 211
2015
Q3 		$621K Sell
5,812
-550
-9% -$59.3K 0.12% 139
2015
Q2 		$715K Sell
6,362
-1,527
-19% -$175K 0.13% 137
2015
Q1 		$897K Buy
7,889
+5,215
+195% +$610K 0.16% 125
2014
Q4 		$304K Buy
+2,674
New +$309K 0.11% 150

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

SVA Wealth Management's GLD Position: Q4 2020 in Review

SVA Wealth Management sold out of SPDR Gold Trust (GLD) in Q4 2020, closing a stake of 1,449 shares — an estimated $257K sold.

SVA Wealth Management first reported a position in GLD in Q4 2014 and held it in 8 quarters. The position peaked at $897K in Q1 2015. 1,685 funds tracked by Wall St. Rank hold GLD as of Q4 2020.

  • SVA Wealth Management reported no remaining SPDR Gold Trust position as of Q4 2020 after selling out during the quarter.
  • SVA Wealth Management sold 1,449 SPDR Gold Trust shares in Q4 2020, an estimated $257K.
  • SVA Wealth Management first reported a position in SPDR Gold Trust in Q4 2014 and held it in 8 quarters.
  • SVA Wealth Management's SPDR Gold Trust position peaked at $897K in Q1 2015.
  • 1,685 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.