Brewin Dolphin Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Brewin Dolphin Wealth 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
2022 Q2	$2.58M	Buy	15,298 +1,110	+8%	+$194K	0.28%	46
2022 Q1	$2.56M	Hold	14,188	–	–	0.29%	51
2021 Q4	$2.43M	Hold	14,188	–	–	0.26%	52
2021 Q3	$2.33M	Hold	14,188	–	–	0.27%	52
2021 Q2	$2.35M	Buy	14,188 +13,858	+4,199%	+$2.35M	0.29%	51
2021 Q1	$52.8K	Hold	330	–	–	0.01%	172
2020 Q4	$58.9K	Hold	330	–	–	0.01%	154
2020 Q3	$58.5K	Hold	330	–	–	0.01%	149
2020 Q2	$55.2K	Buy	+330	New	+$53.2K	0.01%	152

Other funds holding GLD

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Brewin Dolphin Wealth Management's GLD Position: Q2 2022 in Review

Brewin Dolphin Wealth Management increased its SPDR Gold Trust (GLD) stake by 7.8% in Q2 2022, buying an estimated $194K and bringing the position to 15,298 shares worth $2.58M. The position accounts for 0.28% of the portfolio, ranked #46.

Brewin Dolphin Wealth Management first reported a position in GLD in Q2 2020 and has held it in 9 quarters since. 1,870 funds tracked by Wall St. Rank hold GLD as of Q2 2022.

Brewin Dolphin Wealth Management held 15,298 shares of SPDR Gold Trust worth $2.58M as of Q2 2022.
Brewin Dolphin Wealth Management bought 1,110 SPDR Gold Trust shares in Q2 2022, an estimated $194K.
SPDR Gold Trust made up 0.28% of Brewin Dolphin Wealth Management's portfolio in Q2 2022, its #46 holding.
Brewin Dolphin Wealth Management first reported a position in SPDR Gold Trust in Q2 2020 and has held it in 9 quarters since.
1,870 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2022.

Based on Brewin Dolphin Wealth Management's 13F filing for Q2 2022, filed 14 Nov 2022.