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Bivin & Associates’s SPDR Gold Trust GLD Stock Holding History

Bivin & Associates’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
Q2 		$10K Buy
60
+5
+9% +$873 0.01% 169
2022
Q1 		$10K Hold
55
– – 0.01% 177
2021
Q4 		$9K Buy
+55
New +$9.23K 0.01% 190

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 $59.9B AUM 27.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Bivin & Associates's GLD Position: Q2 2022 in Review

Bivin & Associates increased its SPDR Gold Trust (GLD) stake by 9.1% in Q2 2022, buying an estimated $873 and bringing the position to 60 shares worth $10K. The position accounts for 0.01% of the portfolio, ranked #169.

Bivin & Associates first reported a position in GLD in Q4 2021 and has held it in 3 quarters since. 1,870 funds tracked by Wall St. Rank hold GLD as of Q2 2022.

  • Bivin & Associates held 60 shares of SPDR Gold Trust worth $10K as of Q2 2022.
  • Bivin & Associates bought 5 SPDR Gold Trust shares in Q2 2022, an estimated $873.
  • SPDR Gold Trust made up 0.01% of Bivin & Associates's portfolio in Q2 2022, its #169 holding.
  • Bivin & Associates first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 3 quarters since.
  • 1,870 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2022.

Based on Bivin & Associates's 13F filing for Q2 2022, filed 11 Aug 2022.