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Wealthstreet Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Wealthstreet Investment Advisors’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
Q2 		– Sell
-8,788
Closed -$1.41M – 184
2021
Q1 		$1.41M Sell
8,788
-1,049
-11% -$176K 0.14% 142
2020
Q4 		$1.75M Buy
9,837
+304
+3% +$53.5K 0.18% 123
2020
Q3 		$1.69M Buy
9,533
+5,953
+166% +$1.07M 0.19% 115
2020
Q2 		$599K Buy
3,580
+2,100
+142% +$339K 0.07% 187
2020
Q1 		$219K Sell
1,480
-4
-0.3% -$596 0.03% 275
2019
Q4 		$212K Buy
+1,484
New +$207K 0.02% 331
2019
Q3 		– Sell
-1,576
Closed -$210K – 339
2019
Q2 		$210K Sell
1,576
-1,107
-41% -$137K 0.03% 326
2019
Q1 		$327K Buy
2,683
+77
+3% +$9.49K 0.04% 270
2018
Q4 		$321K Sell
2,606
-171
-6% -$19.9K 0.05% 262
2018
Q3 		$313K Buy
2,777
+23
+0.8% +$2.64K 0.04% 287
2018
Q2 		$327K Buy
2,754
+946
+52% +$117K 0.04% 278
2018
Q1 		$227K Buy
+1,808
New +$228K 0.03% 315

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $31.2B AUM 40.61% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Wealthstreet Investment Advisors's GLD Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of SPDR Gold Trust (GLD) in Q2 2021, closing a stake of 8,788 shares — an estimated $1.41M sold.

Wealthstreet Investment Advisors first reported a position in GLD in Q1 2018 and held it in 12 quarters. The position peaked at $1.75M in Q4 2020. 1,658 funds tracked by Wall St. Rank hold GLD as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining SPDR Gold Trust position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 8,788 SPDR Gold Trust shares in Q2 2021, an estimated $1.41M.
  • Wealthstreet Investment Advisors first reported a position in SPDR Gold Trust in Q1 2018 and held it in 12 quarters.
  • Wealthstreet Investment Advisors's SPDR Gold Trust position peaked at $1.75M in Q4 2020.
  • 1,658 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.