Truepoint Inc’s SPDR Gold Trust GLD Stock Holding History

Truepoint Inc’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 Q1	–	Sell	-1,249	Closed	-$223K	–	115
2020 Q4	$223K	Buy	+1,249	New	+$220K	0.01%	106
2017 Q4	–	Sell	-962	Closed	-$117K	–	100
2017 Q3	$117K	Sell	962 -3,450	-78%	-$420K	0.01%	95
2017 Q2	$531K	Buy	+4,412	New	+$528K	0.05%	53

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

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

Marino Management Westport, Connecticut $547M AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Truepoint Inc's GLD Position: Q1 2021 in Review

Truepoint Inc sold out of SPDR Gold Trust (GLD) in Q1 2021, closing a stake of 1,249 shares — an estimated $223K sold.

Truepoint Inc first reported a position in GLD in Q2 2017 and held it in 3 quarters. The position peaked at $531K in Q2 2017. 1,601 funds tracked by Wall St. Rank hold GLD as of Q1 2021.

Truepoint Inc reported no remaining SPDR Gold Trust position as of Q1 2021 after selling out during the quarter.
Truepoint Inc sold 1,249 SPDR Gold Trust shares in Q1 2021, an estimated $223K.
Truepoint Inc first reported a position in SPDR Gold Trust in Q2 2017 and held it in 3 quarters.
Truepoint Inc's SPDR Gold Trust position peaked at $531K in Q2 2017.
1,601 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2021.

Based on Truepoint Inc's 13F filing for Q1 2021, filed 30 Apr 2021.