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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 		– Hold
0
– – – 138
2024
Q3 		– Hold
0
– -$1.61M – 331
2024
Q2 		– Hold
0
– – – 158

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

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.