Bard Financial Services’s SPDR Gold Trust GLD Stock Holding History

Bard Financial Services’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
2023 Q3	–	Sell	-7,000	Closed	-$1.25M	–	253
2023 Q2	$1.25M	Hold	7,000	–	–	0.09%	151
2023 Q1	$1.28M	Sell	7,000 -250	-3%	-$44K	0.1%	147
2022 Q4	$1.23M	Buy	7,250 +125	+2%	+$20.1K	0.1%	142
2022 Q3	$1.1M	Hold	7,125	–	–	0.1%	145
2022 Q2	$1.2M	Sell	7,125 -250	-3%	-$43.7K	0.11%	141
2022 Q1	$1.33M	Buy	7,375 +250	+4%	+$43.9K	0.11%	129
2021 Q4	$1.22M	Sell	7,125 -250	-3%	-$42K	0.1%	135
2021 Q3	$1.21M	Hold	7,375	–	–	0.11%	131
2021 Q2	$1.22M	Hold	7,375	–	–	0.11%	130
2021 Q1	$1.18M	Sell	7,375 -625	-8%	-$105K	0.11%	128
2020 Q4	$1.43M	Buy	+8,000	New	+$1.41M	0.14%	117

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

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

Bard Financial Services's GLD Position: Q3 2023 in Review

Bard Financial Services sold out of SPDR Gold Trust (GLD) in Q3 2023, closing a stake of 7,000 shares — an estimated $1.25M sold.

Bard Financial Services first reported a position in GLD in Q4 2020 and held it in 11 quarters. The position peaked at $1.43M in Q4 2020. 1,849 funds tracked by Wall St. Rank hold GLD as of Q3 2023.

Bard Financial Services reported no remaining SPDR Gold Trust position as of Q3 2023 after selling out during the quarter.
Bard Financial Services sold 7,000 SPDR Gold Trust shares in Q3 2023, an estimated $1.25M.
Bard Financial Services first reported a position in SPDR Gold Trust in Q4 2020 and held it in 11 quarters.
Bard Financial Services's SPDR Gold Trust position peaked at $1.43M in Q4 2020.
1,849 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.