Harborview Advisors’s SPDR Gold Trust GLD Stock Holding History

Harborview 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
2021 Q3	$5.83M	Buy	35,469 +290	+0.8%	+$48.5K	3.26%	8
2021 Q2	$5.83M	Buy	35,179 +1,471	+4%	+$250K	3.26%	8
2021 Q1	$5.39M	Buy	33,708 +5,761	+21%	+$968K	3.26%	8
2020 Q4	$4.99M	Buy	27,947 +3,229	+13%	+$569K	3.34%	8
2020 Q3	$4.38M	Buy	24,718 +2,219	+10%	+$399K	3.34%	8
2020 Q2	$3.77M	Buy	22,499 +5,482	+32%	+$884K	3.11%	7
2020 Q1	$2.52M	Buy	+17,017	New	+$2.53M	2.51%	9

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Harborview Advisors's GLD Position: Q3 2021 in Review

Harborview Advisors increased its SPDR Gold Trust (GLD) stake by 0.82% in Q3 2021, buying an estimated $48.5K and bringing the position to 35,469 shares worth $5.83M. The position accounts for 3.26% of the portfolio, ranked #8.

Harborview Advisors first reported a position in GLD in Q1 2020 and has held it in 7 quarters since. The position peaked at $5.83M in Q2 2021. 1,614 funds tracked by Wall St. Rank hold GLD as of Q3 2021.

Harborview Advisors held 35,469 shares of SPDR Gold Trust worth $5.83M as of Q3 2021.
Harborview Advisors bought 290 SPDR Gold Trust shares in Q3 2021, an estimated $48.5K.
SPDR Gold Trust made up 3.26% of Harborview Advisors's portfolio in Q3 2021, its #8 holding.
Harborview Advisors first reported a position in SPDR Gold Trust in Q1 2020 and has held it in 7 quarters since.
Harborview Advisors's SPDR Gold Trust position peaked at $5.83M in Q2 2021.
1,614 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.