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Winslow Evans & Crocker’s SPDR Gold Trust GLD Stock Holding History

Winslow Evans & Crocker’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
Q4 		$1.01M Buy
8,773
+1,244
+17% +$219K 0.19% 126
2020
Q3 		$1.33M Buy
7,529
+630
+9% +$113K 0.33% 62
2020
Q2 		$1.15M Sell
6,899
-251
-4% -$40.5K 0.31% 67
2020
Q1 		$1.06M Sell
7,150
-626
-8% -$93.2K 0.35% 69
2019
Q4 		$1.11M Sell
7,776
-140
-2% -$19.6K 0.28% 84
2019
Q3 		$1.1M Buy
7,916
+996
+14% +$138K 0.31% 80
2019
Q2 		$922K Buy
6,920
+360
+5% +$44.5K 0.26% 90
2019
Q1 		$802K Buy
6,560
+100
+2% +$12.3K 0.23% 96
2018
Q4 		$786K Buy
6,460
+990
+18% +$115K 0.26% 85
2018
Q3 		$620K Sell
5,470
-726
-12% -$83.3K 0.19% 123
2018
Q2 		$736K Sell
6,196
-100
-2% -$12.4K 0.23% 108
2018
Q1 		$792K Sell
6,296
-200
-3% -$25.2K 0.26% 92
2017
Q4 		$803K Sell
6,496
-100
-2% -$12.1K 0.26% 90
2017
Q3 		$802K Sell
6,596
-3,746
-36% -$456K 0.27% 85
2017
Q2 		$1.22M Sell
10,342
-1,494
-13% -$179K 0.33% 73
2017
Q1 		$1.41M Sell
11,836
-4,662
-28% -$542K 0.44% 53
2016
Q4 		$1.81M Sell
16,498
-3,148
-16% -$365K 0.56% 38
2016
Q3 		$2.47M Buy
19,646
+9,636
+96% +$1.23M 0.71% 31
2016
Q2 		$1.27M Buy
10,010
+371
+4% +$44.6K 0.38% 62
2016
Q1 		$1.13M Sell
9,639
-205
-2% -$23.2K 0.34% 71
2015
Q4 		$999K Sell
9,844
-3,786
-28% -$400K 0.29% 81
2015
Q3 		$1.46M Sell
13,630
-188
-1% -$20.3K 0.46% 49
2015
Q2 		$1.55M Buy
13,818
+24
+0.2% +$2.75K 0.44% 49
2015
Q1 		$1.57M Sell
13,794
-582
-4% -$68.1K 0.44% 47
2014
Q4 		$1.63M Sell
14,376
-320
-2% -$36.9K 0.47% 51
2014
Q3 		$1.71M Buy
14,696
+1,399
+11% +$172K 0.49% 44
2014
Q2 		$1.7M Sell
13,297
-600
-4% -$74.5K 0.56% 43
2014
Q1 		$1.72M Sell
13,897
-681
-5% -$84.9K 0.59% 43
2013
Q4 		$1.69M Buy
+14,578
New +$1.79M 0.58% 43

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Winslow Evans & Crocker's GLD Position: Q4 2020 in Review

Winslow Evans & Crocker increased its SPDR Gold Trust (GLD) stake by 17% in Q4 2020, buying an estimated $219K and bringing the position to 8,773 shares worth $1.01M. The position accounts for 0.19% of the portfolio, ranked #126.

Winslow Evans & Crocker first reported a position in GLD in Q4 2013 and has held it in 29 quarters since. The position peaked at $2.47M in Q3 2016. 1,685 funds tracked by Wall St. Rank hold GLD as of Q4 2020.

  • Winslow Evans & Crocker held 8,773 shares of SPDR Gold Trust worth $1.01M as of Q4 2020.
  • Winslow Evans & Crocker bought 1,244 SPDR Gold Trust shares in Q4 2020, an estimated $219K.
  • SPDR Gold Trust made up 0.19% of Winslow Evans & Crocker's portfolio in Q4 2020, its #126 holding.
  • Winslow Evans & Crocker first reported a position in SPDR Gold Trust in Q4 2013 and has held it in 29 quarters since.
  • Winslow Evans & Crocker's SPDR Gold Trust position peaked at $2.47M in Q3 2016.
  • 1,685 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.