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FinTrust Capital Advisors’s SPDR Gold Trust GLD Stock Holding History

FinTrust Capital Advisors’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
2019
Q4 		– Sell
-10,000
Closed -$6.25M – 1083
2019
Q3 		$6.25M Buy
+10,000
New +$1.39M 2.13% 8

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FinTrust Capital Advisors's GLD Position: Q3 2024 in Review

FinTrust Capital Advisors increased its SPDR Gold Trust (GLD) stake by 87% in Q3 2024, buying an estimated $796K and bringing the position to 7,469 shares worth $1.82M. The position accounts for 0.31% of the portfolio, ranked #76.

FinTrust Capital Advisors first reported a position in GLD in Q4 2018 and has held it in 24 quarters since. The position peaked at $2.04M in Q2 2022. 2,208 funds tracked by Wall St. Rank hold GLD as of Q3 2024.

  • FinTrust Capital Advisors held 7,469 shares of SPDR Gold Trust worth $1.82M as of Q3 2024.
  • FinTrust Capital Advisors bought 3,475 SPDR Gold Trust shares in Q3 2024, an estimated $796K.
  • SPDR Gold Trust made up 0.31% of FinTrust Capital Advisors's portfolio in Q3 2024, its #76 holding.
  • FinTrust Capital Advisors first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 24 quarters since.
  • FinTrust Capital Advisors's SPDR Gold Trust position peaked at $2.04M in Q2 2022.
  • 2,208 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.