First Allied Advisory Services’s SPDR Gold Trust GLD Stock Holding History

First Allied Advisory Services’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
2018 Q4	–	Sell	-500	Closed	-$2K	–	1114
2018 Q3	$2K	Hold	500	–	–	﹤0.01%	1178
2018 Q2	$4K	Hold	500	–	–	﹤0.01%	1146
2018 Q1	$7K	Hold	500	–	–	﹤0.01%	1163
2017 Q4	$7K	Buy	+500	New	+$60.6K	﹤0.01%	1474

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

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

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

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

Bridgewater Associates Westport, Connecticut $22.4B AUM 34.48% 1-Year Est. Return

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

First Allied Advisory Services's GLD Position: Q3 2020 in Review

First Allied Advisory Services increased its SPDR Gold Trust (GLD) stake by 9.8% in Q3 2020, buying an estimated $879K and bringing the position to 54,535 shares worth $9.66M. The position accounts for 0.32% of the portfolio, ranked #63.

First Allied Advisory Services first reported a position in GLD in Q2 2013 and has held it in 30 quarters since. The position peaked at $14.8M in Q3 2013. 1,551 funds tracked by Wall St. Rank hold GLD as of Q3 2020.

First Allied Advisory Services held 54,535 shares of SPDR Gold Trust worth $9.66M as of Q3 2020.
First Allied Advisory Services bought 4,890 SPDR Gold Trust shares in Q3 2020, an estimated $879K.
SPDR Gold Trust made up 0.32% of First Allied Advisory Services's portfolio in Q3 2020, its #63 holding.
First Allied Advisory Services first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 30 quarters since.
First Allied Advisory Services's SPDR Gold Trust position peaked at $14.8M in Q3 2013.
1,551 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.