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Bollard Group’s SPDR Gold Trust GLD Stock Holding History

Bollard Group’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
2024
Q4 		– Sell
-1,000
Closed -$243K – 289
2024
Q3 		$243K Hold
1,000
– – 0.01% 167
2024
Q2 		$215K Hold
1,000
– – 0.01% 167
2024
Q1 		$206K Hold
1,000
– – 0.01% 164
2023
Q4 		$191K Hold
1,000
– – 0.01% 163
2023
Q3 		$171K Hold
1,000
– – 0.01% 161
2023
Q2 		$178K Hold
1,000
– – 0.01% 168
2023
Q1 		$183K Buy
+1,000
New +$176K 0.01% 168

Other funds holding GLD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bollard Group's GLD Position: Q4 2024 in Review

Bollard Group sold out of SPDR Gold Trust (GLD) in Q4 2024, closing a stake of 1,000 shares — an estimated $243K sold.

Bollard Group first reported a position in GLD in Q1 2023 and held it in 7 quarters. The position peaked at $243K in Q3 2024. 2,416 funds tracked by Wall St. Rank hold GLD as of Q4 2024.

  • Bollard Group reported no remaining SPDR Gold Trust position as of Q4 2024 after selling out during the quarter.
  • Bollard Group sold 1,000 SPDR Gold Trust shares in Q4 2024, an estimated $243K.
  • Bollard Group first reported a position in SPDR Gold Trust in Q1 2023 and held it in 7 quarters.
  • Bollard Group's SPDR Gold Trust position peaked at $243K in Q3 2024.
  • 2,416 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2024.

Based on Bollard Group's 13F filing for Q4 2024, filed 14 Feb 2025.