Wealthcare Capital Management’s SPDR Gold Trust GLD Stock Holding History

Wealthcare Capital 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 Q2	–	Sell	-90	Closed	-$13K	–	122
2020 Q1	$13K	Buy	+90	New	+$13.4K	﹤0.01%	147
2015 Q3	–	Sell	-10	Closed	-$1K	–	305
2015 Q2	$1K	Sell	10 -565	-98%	-$64.7K	﹤0.01%	354
2015 Q1	$65K	Buy	+575	New	+$67.3K	0.01%	198
2013 Q4	–	Sell	-10	Closed	-$1K	–	122
2013 Q3	$1K	Buy	+10	New	+$1.28K	﹤0.01%	118

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

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

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

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

Wealthcare Capital Management's GLD Position: Q2 2020 in Review

Wealthcare Capital Management sold out of SPDR Gold Trust (GLD) in Q2 2020, closing a stake of 90 shares — an estimated $13K sold.

Wealthcare Capital Management first reported a position in GLD in Q3 2013 and held it in 4 quarters. The position peaked at $65K in Q1 2015. 1,479 funds tracked by Wall St. Rank hold GLD as of Q2 2020.

Wealthcare Capital Management reported no remaining SPDR Gold Trust position as of Q2 2020 after selling out during the quarter.
Wealthcare Capital Management sold 90 SPDR Gold Trust shares in Q2 2020, an estimated $13K.
Wealthcare Capital Management first reported a position in SPDR Gold Trust in Q3 2013 and held it in 4 quarters.
Wealthcare Capital Management's SPDR Gold Trust position peaked at $65K in Q1 2015.
1,479 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2020.

Based on Wealthcare Capital Management's 13F filing for Q2 2020, filed 29 Jul 2020.