Bridge Advisory’s SPDR Gold Trust GLD Stock Holding History

Bridge Advisory’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 Q3	$1.52M	Buy	+6,259	New	+$1.43M	0.72%	41
2023 Q4	–	Sell	-3,505	Closed	-$601K	–	124
2023 Q3	$601K	Buy	3,505 +1	+0%	+$179	0.21%	84
2023 Q2	$625K	Hold	3,504	–	–	0.23%	76
2023 Q1	$642K	Buy	3,504 +20	+0.6%	+$3.52K	0.25%	69
2022 Q4	$591K	Sell	3,484 -3,704	-52%	-$597K	0.25%	73
2022 Q3	$1.11M	Buy	+7,188	New	+$1.16M	0.54%	42

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

Jane Street New York $777B AUM 61.18% 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

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

Bridge Advisory's GLD Position: Q3 2024 in Review

Bridge Advisory opened a new position in SPDR Gold Trust (GLD) in Q3 2024: 6,259 shares worth $1.52M. The stake represents 0.72% of the portfolio and ranks #41 among its holdings. This is a return to the name: Bridge Advisory previously reported a position in GLD as recently as Q3 2023.

Bridge Advisory first reported a position in GLD in Q3 2022 and has held it in 6 quarters since. 2,208 funds tracked by Wall St. Rank hold GLD as of Q3 2024.

Bridge Advisory held 6,259 shares of SPDR Gold Trust worth $1.52M as of Q3 2024.
SPDR Gold Trust was a new Bridge Advisory position in Q3 2024.
SPDR Gold Trust made up 0.72% of Bridge Advisory's portfolio in Q3 2024, its #41 holding.
Bridge Advisory first reported a position in SPDR Gold Trust in Q3 2022 and has held it in 6 quarters since.
2,208 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2024.

Based on Bridge Advisory's 13F filing for Q3 2024, filed 1 Oct 2024.