Boston Financial Management’s SPDR Gold Trust GLD Stock Holding History

Boston Financial Management’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	$1.52M	Buy	6,283 +412	+7%	+$101K	0.05%	166
2024 Q3	$1.43M	Sell	5,871 -650	-10%	-$149K	0.04%	169
2024 Q2	$1.4M	Buy	6,521 +359	+6%	+$77.6K	0.04%	165
2024 Q1	$1.27M	Buy	6,162 +267	+5%	+$51.2K	0.04%	178
2023 Q4	$1.13M	Sell	5,895 -25	-0.4%	-$4.58K	0.04%	178
2023 Q3	$1.01M	Hold	5,920	–	–	0.04%	174
2023 Q2	$1.06M	Buy	5,920 +1,161	+24%	+$213K	0.04%	182
2023 Q1	$872K	Sell	4,759 -4	-0.1%	-$704	0.03%	185
2022 Q4	$808K	Sell	4,763 -662	-12%	-$107K	0.03%	194
2022 Q3	$839K	Buy	5,425 +41	+0.8%	+$6.59K	0.04%	179
2022 Q2	$907K	Buy	5,384 +100	+2%	+$17.5K	0.04%	163
2022 Q1	$955K	Buy	5,284 +541	+11%	+$94.9K	0.04%	169
2021 Q4	$811K	Buy	4,743 +2	+0%	+$336	0.03%	160
2021 Q3	$779K	Hold	4,741	–	–	0.03%	154
2021 Q2	$785K	Hold	4,741	–	–	0.03%	148
2021 Q1	$758K	Sell	4,741 -835	-15%	-$140K	0.03%	140
2020 Q4	$995K	Sell	5,576 -265	-5%	-$46.7K	0.05%	127
2020 Q3	$1.03M	Buy	5,841 +135	+2%	+$24.3K	0.05%	123
2020 Q2	$955K	Hold	5,706	–	–	0.05%	126
2020 Q1	$845K	Hold	5,706	–	–	0.05%	125
2019 Q4	$815K	Sell	5,706 -300	-5%	-$41.9K	0.04%	141
2019 Q3	$834K	Hold	6,006	–	–	0.05%	144
2019 Q2	$800K	Sell	6,006 -1,850	-24%	-$229K	0.05%	148
2019 Q1	$959K	Sell	7,856 -50	-0.6%	-$6.16K	0.06%	141
2018 Q4	$959K	Buy	7,906 +2,025	+34%	+$235K	0.07%	140
2018 Q3	$663K	Buy	5,881 +3,106	+112%	+$356K	0.04%	188
2018 Q2	$329K	Hold	2,775	–	–	0.02%	216
2018 Q1	$349K	Sell	2,775 -20	-0.7%	-$2.52K	0.02%	211
2017 Q4	$346K	Sell	2,795 -2,289	-45%	-$277K	0.02%	221
2017 Q3	$618K	Sell	5,084 -337	-6%	-$41K	0.04%	184
2017 Q2	$640K	Sell	5,421 -374	-6%	-$44.8K	0.05%	192
2017 Q1	$688K	Sell	5,795 -421	-7%	-$48.9K	0.05%	191
2016 Q4	$681K	Buy	6,216 +467	+8%	+$54.2K	0.05%	193
2016 Q3	$722K	Sell	5,749 -695	-11%	-$88.5K	0.06%	190
2016 Q2	$815K	Buy	6,444 +859	+15%	+$103K	0.07%	183
2016 Q1	$657K	Sell	5,585 -320	-5%	-$36.3K	0.1%	130
2015 Q4	$599K	Sell	5,905 -1,750	-23%	-$185K	0.09%	138
2015 Q3	$818K	Sell	7,655 -4,547	-37%	-$490K	0.12%	143
2015 Q2	$1.37M	Sell	12,202 -634	-5%	-$72.6K	0.18%	130
2015 Q1	$1.46M	Sell	12,836 -1,163	-8%	-$136K	0.18%	123
2014 Q4	$1.59M	Sell	13,999 -425	-3%	-$49K	0.2%	119
2014 Q3	$1.68M	Sell	14,424 -1,310	-8%	-$162K	0.22%	116
2014 Q2	$2.02M	Sell	15,734 -280	-2%	-$34.8K	0.27%	109
2014 Q1	$1.98M	Sell	16,014 -3,192	-17%	-$398K	0.26%	107
2013 Q4	$2.23M	Buy	19,206 +238	+1%	+$29.2K	0.31%	94
2013 Q3	$2.43M	Sell	18,968 -1,452	-7%	-$186K	0.37%	79
2013 Q2	$2.43M	Buy	+20,420	New	+$2.8M	0.38%	76

Other funds holding GLD

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Boston Financial Management's GLD Position: Q4 2024 in Review

Boston Financial Management increased its SPDR Gold Trust (GLD) stake by 7% in Q4 2024, buying an estimated $101K and bringing the position to 6,283 shares worth $1.52M. The position accounts for 0.05% of the portfolio, ranked #166.

Boston Financial Management first reported a position in GLD in Q2 2013 and has held it in 47 quarters since. The position peaked at $2.43M in Q2 2013. 2,416 funds tracked by Wall St. Rank hold GLD as of Q4 2024.

Boston Financial Management held 6,283 shares of SPDR Gold Trust worth $1.52M as of Q4 2024.
Boston Financial Management bought 412 SPDR Gold Trust shares in Q4 2024, an estimated $101K.
SPDR Gold Trust made up 0.05% of Boston Financial Management's portfolio in Q4 2024, its #166 holding.
Boston Financial Management first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 47 quarters since.
Boston Financial Management's SPDR Gold Trust position peaked at $2.43M in Q2 2013.
2,416 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.