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BDO Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

BDO Wealth Advisors’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
Q2 		$715K Sell
4,011
-114
-3% -$20.9K 0.08% 154
2023
Q1 		$756K Sell
4,125
-1,445
-26% -$254K 0.09% 143
2022
Q4 		$945K Sell
5,570
-1,982
-26% -$319K 0.12% 133
2022
Q3 		$1.17M Sell
7,552
-1,053
-12% -$169K 0.16% 117
2022
Q2 		$1.45M Sell
8,605
-508
-6% -$88.7K 0.18% 104
2022
Q1 		$1.65M Sell
9,113
-1,070
-11% -$188K 0.18% 100
2021
Q4 		$1.74M Sell
10,183
-1,809
-15% -$304K 0.18% 99
2021
Q3 		$1.97M Sell
11,992
-971
-7% -$163K 0.22% 83
2021
Q2 		$2.15M Sell
12,963
-709
-5% -$120K 0.24% 74
2021
Q1 		$2.19M Buy
13,672
+8,770
+179% +$1.47M 0.26% 74
2020
Q4 		$874K Buy
4,902
+280
+6% +$49.3K 0.12% 114
2020
Q3 		$819K Buy
4,622
+1,471
+47% +$264K 0.13% 110
2020
Q2 		$527K Buy
3,151
+233
+8% +$37.6K 0.09% 126
2020
Q1 		$432K Buy
2,918
+338
+13% +$50.3K 0.09% 130
2019
Q4 		$369K Buy
2,580
+100
+4% +$14K 0.1% 127
2019
Q3 		$344K Buy
2,480
+1,800
+265% +$250K 0.09% 140
2019
Q2 		$91K Hold
680
– – 0.02% 255
2019
Q1 		$83K Hold
680
– – 0.02% 236
2018
Q4 		$82K Sell
680
-41
-6% -$4.76K 0.03% 220
2018
Q3 		$81K Hold
721
– – 0.03% 235
2018
Q2 		$86K Hold
721
– – 0.03% 229
2018
Q1 		$91K Sell
721
-53
-7% -$6.68K 0.03% 189
2017
Q4 		$96K Hold
774
– – 0.04% 155
2017
Q3 		$94K Sell
774
-41
-5% -$4.99K 0.05% 140
2017
Q2 		$96K Buy
+815
New +$97.5K 0.04% 176

Other funds holding GLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BDO Wealth Advisors's GLD Position: Q2 2023 in Review

BDO Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 2.8% in Q2 2023, selling an estimated $20.9K and leaving 4,011 shares worth $715K. The position accounts for 0.08% of the portfolio, ranked #154.

BDO Wealth Advisors first reported a position in GLD in Q2 2017 and has held it in 25 quarters since. The position peaked at $2.19M in Q1 2021. 1,902 funds tracked by Wall St. Rank hold GLD as of Q2 2023.

  • BDO Wealth Advisors held 4,011 shares of SPDR Gold Trust worth $715K as of Q2 2023.
  • BDO Wealth Advisors sold 114 SPDR Gold Trust shares in Q2 2023, an estimated $20.9K.
  • SPDR Gold Trust made up 0.08% of BDO Wealth Advisors's portfolio in Q2 2023, its #154 holding.
  • BDO Wealth Advisors first reported a position in SPDR Gold Trust in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's SPDR Gold Trust position peaked at $2.19M in Q1 2021.
  • 1,902 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.