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

Bickling 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
2022
Q4 		$359K Hold
2,117
– – 0.22% 75
2022
Q3 		$328K Hold
2,117
– – 0.22% 82
2022
Q2 		$357K Hold
2,117
– – 0.23% 82
2022
Q1 		$382K Sell
2,117
-462
-18% -$81.1K 0.2% 85
2021
Q4 		$441K Buy
2,579
+422
+20% +$70.8K 0.21% 80
2021
Q3 		$354K Hold
2,157
– – 0.18% 81
2021
Q2 		$357K Buy
+2,157
New +$367K 0.16% 85

Other funds holding GLD

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Jane Street
Jane Street New York $777B AUM 61.18% 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
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

Bickling Financial Services's GLD Position: Q4 2022 in Review

Bickling Financial Services held its SPDR Gold Trust (GLD) position steady in Q4 2022 at 2,117 shares worth $359K. The position accounts for 0.22% of the portfolio, ranked #75.

Bickling Financial Services first reported a position in GLD in Q2 2021 and has held it in 7 quarters since. The position peaked at $441K in Q4 2021. 1,831 funds tracked by Wall St. Rank hold GLD as of Q4 2022.

  • Bickling Financial Services held 2,117 shares of SPDR Gold Trust worth $359K as of Q4 2022.
  • Bickling Financial Services left its SPDR Gold Trust share count unchanged in Q4 2022.
  • SPDR Gold Trust made up 0.22% of Bickling Financial Services's portfolio in Q4 2022, its #75 holding.
  • Bickling Financial Services first reported a position in SPDR Gold Trust in Q2 2021 and has held it in 7 quarters since.
  • Bickling Financial Services's SPDR Gold Trust position peaked at $441K in Q4 2021.
  • 1,831 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.