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Wunderlich Capital Managemnt’s SPDR Gold Trust GLD Stock Holding History

Wunderlich Capital Managemnt’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
-3,429
Closed -$549K – 85
2021
Q1 		$549K Buy
+3,429
New +$576K 0.3% 67

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Wunderlich Capital Managemnt's GLD Position: Q2 2021 in Review

Wunderlich Capital Managemnt sold out of SPDR Gold Trust (GLD) in Q2 2021, closing a stake of 3,429 shares — an estimated $549K sold.

Wunderlich Capital Managemnt first reported a position in GLD in Q1 2021 and held it in 1 quarter. The position peaked at $549K in Q1 2021. 1,657 funds tracked by Wall St. Rank hold GLD as of Q2 2021.

  • Wunderlich Capital Managemnt reported no remaining SPDR Gold Trust position as of Q2 2021 after selling out during the quarter.
  • Wunderlich Capital Managemnt sold 3,429 SPDR Gold Trust shares in Q2 2021, an estimated $549K.
  • Wunderlich Capital Managemnt first reported a position in SPDR Gold Trust in Q1 2021 and held it in 1 quarter.
  • Wunderlich Capital Managemnt's SPDR Gold Trust position peaked at $549K in Q1 2021.
  • 1,657 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2021.

Based on Wunderlich Capital Managemnt's 13F filing for Q2 2021, filed 17 Aug 2021.