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Berman Capital Advisors’s SPDR Gold Trust GLD Stock Holding History

Berman Capital 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
Q3 		$1.67M Hold
10,177
– – 0.26% 47
2021
Q2 		$1.69M Hold
10,177
– – 0.27% 45
2021
Q1 		$1.63M Buy
10,177
+9,510
+1,426% +$1.6M 0.34% 37
2020
Q4 		$118K Buy
+667
New +$117K 0.03% 229
2020
Q2 		– Sell
-159
Closed -$23K – 1680
2020
Q1 		$23K Buy
+159
New +$23.7K 0.01% 458

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
BA
Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Berman Capital Advisors's GLD Position: Q3 2021 in Review

Berman Capital Advisors held its SPDR Gold Trust (GLD) position steady in Q3 2021 at 10,177 shares worth $1.67M. The position accounts for 0.26% of the portfolio, ranked #47.

Berman Capital Advisors first reported a position in GLD in Q1 2020 and has held it in 5 quarters since. The position peaked at $1.69M in Q2 2021. 1,614 funds tracked by Wall St. Rank hold GLD as of Q3 2021.

  • Berman Capital Advisors held 10,177 shares of SPDR Gold Trust worth $1.67M as of Q3 2021.
  • Berman Capital Advisors left its SPDR Gold Trust share count unchanged in Q3 2021.
  • SPDR Gold Trust made up 0.26% of Berman Capital Advisors's portfolio in Q3 2021, its #47 holding.
  • Berman Capital Advisors first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 5 quarters since.
  • Berman Capital Advisors's SPDR Gold Trust position peaked at $1.69M in Q2 2021.
  • 1,614 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.