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Wealthspire Advisors (Maryland)’s SPDR Gold Trust GLD Stock Holding History

Wealthspire Advisors (Maryland)’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 		$4.15M Buy
23,437
+5,319
+29% +$956K 0.15% 79
2020
Q2 		$3.03M Buy
18,118
+1,858
+11% +$300K 0.22% 71
2020
Q1 		$2.41M Buy
16,260
+235
+1% +$35K 0.21% 73
2019
Q4 		$2.29M Sell
16,025
-1,878
-10% -$262K 0.15% 90
2019
Q3 		$2.49M Sell
17,903
-201
-1% -$27.9K 0.18% 79
2019
Q2 		$2.41M Sell
18,104
-595
-3% -$73.5K 0.18% 83
2019
Q1 		$2.28M Sell
18,699
-3,481
-16% -$429K 0.17% 85
2018
Q4 		$2.69M Sell
22,180
-9,074
-29% -$1.05M 0.24% 62
2018
Q3 		$3.52M Sell
31,254
-3,546
-10% -$407K 0.29% 51
2018
Q2 		$4.13M Sell
34,800
-17,869
-34% -$2.21M 0.37% 44
2018
Q1 		$6.63M Sell
52,669
-3,394
-6% -$428K 0.62% 29
2017
Q4 		$6.93M Sell
56,063
-385
-0.7% -$46.7K 0.67% 26
2017
Q3 		$6.86M Buy
56,448
+6,986
+14% +$850K 0.75% 24
2017
Q2 		$5.84M Buy
49,462
+37,179
+303% +$4.45M 0.69% 24
2017
Q1 		$1.46M Buy
12,283
+690
+6% +$80.2K 0.21% 73
2016
Q4 		$1.27M Buy
11,593
+1,739
+18% +$202K 0.19% 83
2016
Q3 		$1.24M Buy
9,854
+1,572
+19% +$200K 0.19% 83
2016
Q2 		$1.05M Buy
8,282
+3,030
+58% +$365K 0.17% 91
2016
Q1 		$618K Buy
5,252
+1,588
+43% +$180K 0.11% 129
2015
Q4 		$372K Buy
+3,664
New +$387K 0.07% 208

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
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 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
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s GLD Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its SPDR Gold Trust (GLD) stake by 29% in Q3 2020, buying an estimated $956K and bringing the position to 23,437 shares worth $4.15M. The position accounts for 0.15% of the portfolio, ranked #79.

Wealthspire Advisors (Maryland) first reported a position in GLD in Q4 2015 and has held it in 20 quarters since. The position peaked at $6.93M in Q4 2017. 1,551 funds tracked by Wall St. Rank hold GLD as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 23,437 shares of SPDR Gold Trust worth $4.15M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 5,319 SPDR Gold Trust shares in Q3 2020, an estimated $956K.
  • SPDR Gold Trust made up 0.15% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #79 holding.
  • Wealthspire Advisors (Maryland) first reported a position in SPDR Gold Trust in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s SPDR Gold Trust position peaked at $6.93M in Q4 2017.
  • 1,551 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.