FFA
GLD icon

Freedman Financial Associates’s SPDR Gold Trust GLD Stock Holding History

Freedman Financial Associates’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 		– Sell
-118
Closed -$21K – 161
2022
Q1 		$21K Buy
118
+13
+12% +$2.28K 0.01% 290
2021
Q4 		$18K Hold
105
– – 0.01% 300
2021
Q3 		$17K Sell
105
-124
-54% -$20.8K 0.01% 307
2021
Q2 		$38K Buy
229
+124
+118% +$21.1K 0.03% 222
2021
Q1 		$17K Hold
105
– – 0.01% 309
2020
Q4 		$19K Buy
+105
New +$18.5K 0.02% 294

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Freedman Financial Associates's GLD Position: Q2 2022 in Review

Freedman Financial Associates sold out of SPDR Gold Trust (GLD) in Q2 2022, closing a stake of 118 shares — an estimated $21K sold.

Freedman Financial Associates first reported a position in GLD in Q4 2020 and held it in 6 quarters. The position peaked at $38K in Q2 2021. 1,870 funds tracked by Wall St. Rank hold GLD as of Q2 2022.

  • Freedman Financial Associates reported no remaining SPDR Gold Trust position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 118 SPDR Gold Trust shares in Q2 2022, an estimated $21K.
  • Freedman Financial Associates first reported a position in SPDR Gold Trust in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's SPDR Gold Trust position peaked at $38K in Q2 2021.
  • 1,870 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.