First National Bank of South Miami’s SPDR Gold Trust GLD Stock Holding History

First National Bank of South Miami’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
2023 Q2	$196K	Hold	1,100	–	–	0.16%	122
2023 Q1	$202K	Hold	1,100	–	–	0.16%	121
2022 Q4	$187K	Hold	1,100	–	–	0.14%	129
2022 Q3	$170K	Hold	1,100	–	–	0.13%	131
2022 Q2	$185K	Hold	1,100	–	–	0.13%	132
2022 Q1	$199K	Hold	1,100	–	–	0.12%	138
2021 Q4	$188K	Sell	1,100 -700	-39%	-$118K	0.11%	137
2021 Q3	$296K	Hold	1,800	–	–	0.2%	100
2021 Q2	$298K	Buy	1,800 +700	+64%	+$119K	0.2%	101
2021 Q1	$176K	Hold	1,100	–	–	0.13%	125
2020 Q4	$196K	Hold	1,100	–	–	0.17%	110
2020 Q3	$195K	Hold	1,100	–	–	0.19%	104
2020 Q2	$184K	Hold	1,100	–	–	0.2%	100
2020 Q1	$163K	Hold	1,100	–	–	0.21%	98
2019 Q4	$157K	Buy	1,100 +720	+189%	+$101K	0.16%	116
2019 Q3	$55K	Hold	380	–	–	0.05%	170
2019 Q2	$51K	Buy	380 +300	+375%	+$37.1K	0.05%	177
2019 Q1	$10K	Hold	80	–	–	0.01%	238
2018 Q4	$10K	Buy	+80	New	+$9.29K	0.01%	244

Other funds holding GLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $59.9B AUM 27.01% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

First National Bank of South Miami's GLD Position: Q2 2023 in Review

First National Bank of South Miami held its SPDR Gold Trust (GLD) position steady in Q2 2023 at 1,100 shares worth $196K. The position accounts for 0.16% of the portfolio, ranked #122.

First National Bank of South Miami first reported a position in GLD in Q4 2018 and has held it in 19 quarters since. The position peaked at $298K in Q2 2021. 1,902 funds tracked by Wall St. Rank hold GLD as of Q2 2023.

First National Bank of South Miami held 1,100 shares of SPDR Gold Trust worth $196K as of Q2 2023.
First National Bank of South Miami left its SPDR Gold Trust share count unchanged in Q2 2023.
SPDR Gold Trust made up 0.16% of First National Bank of South Miami's portfolio in Q2 2023, its #122 holding.
First National Bank of South Miami first reported a position in SPDR Gold Trust in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's SPDR Gold Trust position peaked at $298K in Q2 2021.
1,902 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.