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Bel Air Investment Advisors’s SPDR Gold Trust GLD Stock Holding History

Bel Air Investment 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
2021
Q2 		$11.2M Buy
67,723
+2,370
+4% +$403K 0.34% 48
2021
Q1 		$10.5M Buy
+65,353
New +$11M 0.33% 50
2013
Q3 		$1.25M Sell
9,768
-138,722
-93% -$17.8M 0.18% 50
2013
Q2 		$17.7M Buy
+148,490
New +$20.3M 2.59% 23

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

Bel Air Investment Advisors's GLD Position: Q2 2021 in Review

Bel Air Investment Advisors increased its SPDR Gold Trust (GLD) stake by 3.6% in Q2 2021, buying an estimated $403K and bringing the position to 67,723 shares worth $11.2M. The position accounts for 0.34% of the portfolio, ranked #48.

Bel Air Investment Advisors first reported a position in GLD in Q2 2013 and has held it in 4 quarters since. The position peaked at $17.7M in Q2 2013. 1,657 funds tracked by Wall St. Rank hold GLD as of Q2 2021.

  • Bel Air Investment Advisors held 67,723 shares of SPDR Gold Trust worth $11.2M as of Q2 2021.
  • Bel Air Investment Advisors bought 2,370 SPDR Gold Trust shares in Q2 2021, an estimated $403K.
  • SPDR Gold Trust made up 0.34% of Bel Air Investment Advisors's portfolio in Q2 2021, its #48 holding.
  • Bel Air Investment Advisors first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 4 quarters since.
  • Bel Air Investment Advisors's SPDR Gold Trust position peaked at $17.7M in Q2 2013.
  • 1,657 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2021.

Based on Bel Air Investment Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.