Taylor Hoffman Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Taylor Hoffman 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	–	Sell	-343	Closed	-$57K	–	207
2020 Q2	$57K	Buy	+343	New	+$55.3K	0.04%	189
2020 Q1	–	Sell	-343	Closed	-$49K	–	209
2019 Q4	$49K	Hold	343	–	–	0.03%	209
2019 Q3	$48K	Buy	343 +260	+313%	+$36.1K	0.03%	207
2019 Q2	$11K	Sell	83 -260	-76%	-$32.1K	0.01%	278
2019 Q1	$42K	Hold	343	–	–	0.03%	203
2018 Q4	$42K	Hold	343	–	–	0.04%	189
2018 Q3	$39K	Hold	343	–	–	0.03%	196
2018 Q2	$41K	Sell	343 -30	-8%	-$3.71K	0.04%	189
2018 Q1	$47K	Buy	373 +30	+9%	+$3.78K	0.04%	192
2017 Q4	$42K	Buy	+343	New	+$41.6K	0.04%	199

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Taylor Hoffman Wealth Management's GLD Position: Q3 2020 in Review

Taylor Hoffman Wealth Management sold out of SPDR Gold Trust (GLD) in Q3 2020, closing a stake of 343 shares — an estimated $57K sold.

Taylor Hoffman Wealth Management first reported a position in GLD in Q4 2017 and held it in 10 quarters. The position peaked at $57K in Q2 2020. 1,551 funds tracked by Wall St. Rank hold GLD as of Q3 2020.

Taylor Hoffman Wealth Management reported no remaining SPDR Gold Trust position as of Q3 2020 after selling out during the quarter.
Taylor Hoffman Wealth Management sold 343 SPDR Gold Trust shares in Q3 2020, an estimated $57K.
Taylor Hoffman Wealth Management first reported a position in SPDR Gold Trust in Q4 2017 and held it in 10 quarters.
Taylor Hoffman Wealth Management's SPDR Gold Trust position peaked at $57K in Q2 2020.
1,551 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2020.

Based on Taylor Hoffman Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.