YorkBridge Wealth Partners’s SPDR Gold Trust GLD Stock Holding History

YorkBridge Wealth Partners’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 Q4	–	Sell	-1,269	Closed	-$208K	–	283
2021 Q3	$208K	Hold	1,269	–	–	0.05%	253
2021 Q2	$210K	Hold	1,269	–	–	0.05%	238
2021 Q1	$203K	Sell	1,269 -16	-1%	-$2.69K	0.06%	240
2020 Q4	$229K	Buy	1,285 +21	+2%	+$3.7K	0.08%	186
2020 Q3	$224K	Buy	1,264 +3	+0.2%	+$539	0.09%	163
2020 Q2	$211K	Buy	+1,261	New	+$203K	0.1%	165
2019 Q3	–	Sell	-1,261	Closed	-$168K	–	360
2019 Q2	$168K	Hold	1,261	–	–	0.07%	199
2019 Q1	$154K	Hold	1,261	–	–	0.07%	200
2018 Q4	$153K	Sell	1,261 -200	-14%	-$23.2K	0.08%	178
2018 Q3	$164K	Buy	1,461 +200	+16%	+$22.9K	0.08%	197
2018 Q2	$150K	Hold	1,261	–	–	0.07%	213
2018 Q1	$160K	Hold	1,261	–	–	0.07%	208
2017 Q4	$160K	Sell	1,261 -100	-7%	-$12.1K	0.08%	205
2017 Q3	$165K	Sell	1,361 -37	-3%	-$4.5K	0.09%	197
2017 Q2	$162K	Hold	1,398	–	–	0.09%	194
2017 Q1	$167K	Sell	1,398 -516	-27%	-$60K	0.09%	186
2016 Q4	$216K	Buy	+1,914	New	+$222K	0.13%	153

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

YorkBridge Wealth Partners's GLD Position: Q4 2021 in Review

YorkBridge Wealth Partners sold out of SPDR Gold Trust (GLD) in Q4 2021, closing a stake of 1,269 shares — an estimated $208K sold.

YorkBridge Wealth Partners first reported a position in GLD in Q4 2016 and held it in 17 quarters. The position peaked at $229K in Q4 2020. 1,776 funds tracked by Wall St. Rank hold GLD as of Q4 2021.

YorkBridge Wealth Partners reported no remaining SPDR Gold Trust position as of Q4 2021 after selling out during the quarter.
YorkBridge Wealth Partners sold 1,269 SPDR Gold Trust shares in Q4 2021, an estimated $208K.
YorkBridge Wealth Partners first reported a position in SPDR Gold Trust in Q4 2016 and held it in 17 quarters.
YorkBridge Wealth Partners's SPDR Gold Trust position peaked at $229K in Q4 2020.
1,776 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2021.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2021, filed 19 Jan 2022.