Bernardo Wealth Planning LLC Boosts Stock Holdings in SPDR Gold Shares (NYSEARCA:GLD)

Bernardo Wealth Planning LLC boosted its stake in shares of SPDR Gold Shares (NYSEARCA:GLD) by 15.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 1,914 shares of the exchange traded fund’s stock after purchasing an additional 260 shares during the period. Bernardo Wealth Planning LLC’s holdings in SPDR Gold Shares were worth $339,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Costello Asset Management INC purchased a new position in SPDR Gold Shares during the second quarter worth approximately $25,000. RMR Wealth Builders acquired a new stake in shares of SPDR Gold Shares in the second quarter worth $28,000. Rockbridge Investment Management LCC acquired a new stake in shares of SPDR Gold Shares in the second quarter worth $34,000. Selective Wealth Management Inc. acquired a new stake in shares of SPDR Gold Shares in the second quarter worth $45,000. Finally, Campbell Wealth Management acquired a new stake in shares of SPDR Gold Shares in the second quarter worth $50,000.

SPDR Gold Shares stock opened at $178.68 on Monday. SPDR Gold Shares has a 52-week low of $136.12 and a 52-week high of $194.45. The firm has a fifty day moving average of $179.75 and a 200-day moving average of $171.80.

SPDR Gold Shares Profile

SPDR Gold Trust (the Trust) is an investment trust. The investment objective of the Trust is for the Shares to reflect the performance of the price of gold bullion, less the Trust’s expenses. The Trust’s business activity is the investment of gold. The Trust creates and redeems Shares from time to time, but in one or more Baskets (a Basket equals a block of 100,000 Shares).

Further Reading: CD Ladder

Institutional Ownership by Quarter for SPDR Gold Shares (NYSEARCA:GLD)

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