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Woodley Farra Manion Portfolio Management’s SPDR Gold Trust GLD Stock Holding History

Woodley Farra Manion Portfolio 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
Q3 		– Sell
-80
Closed -$13K – 204
2020
Q2 		$13K Sell
80
-70
-47% -$11.3K ﹤0.01% 260
2020
Q1 		$22K Buy
+150
New +$22.3K ﹤0.01% 222

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

Woodley Farra Manion Portfolio Management's GLD Position: Q3 2020 in Review

Woodley Farra Manion Portfolio Management sold out of SPDR Gold Trust (GLD) in Q3 2020, closing a stake of 80 shares — an estimated $13K sold.

Woodley Farra Manion Portfolio Management first reported a position in GLD in Q1 2020 and held it in 2 quarters. The position peaked at $22K in Q1 2020. 1,552 funds tracked by Wall St. Rank hold GLD as of Q3 2020.

  • Woodley Farra Manion Portfolio Management reported no remaining SPDR Gold Trust position as of Q3 2020 after selling out during the quarter.
  • Woodley Farra Manion Portfolio Management sold 80 SPDR Gold Trust shares in Q3 2020, an estimated $13K.
  • Woodley Farra Manion Portfolio Management first reported a position in SPDR Gold Trust in Q1 2020 and held it in 2 quarters.
  • Woodley Farra Manion Portfolio Management's SPDR Gold Trust position peaked at $22K in Q1 2020.
  • 1,552 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2020.

Based on Woodley Farra Manion Portfolio Management's 13F filing for Q3 2020, filed 5 Nov 2020.